One Step Update

Discussion List

• 
  Elan Financial Visa not downloading

  Closed DRMick 116 views 8 comments 0 points Most recent by mweller_atl February 2025Download, Add/Update Accounts (Windows)
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  How to exclude an account from one step update

  Answered Closed nothear2talk 116 views 5 comments 0 points Most recent by nothear2talk February 2025Download, Add/Update Accounts (Mac)
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  Updating is suddenly creating placeholder entries for stocks I have not owned for over 10 years

  Closed Vinndalf 158 views 6 comments 0 points Most recent by q_lurker February 2025Investing (Windows)
• 
  CC-501 Error; multiple FI

  Closed compuwise 115 views 7 comments 0 points Most recent by UKR February 2025Errors and Troubleshooting (Windows)
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  Onestep Update showing old account in list. Has been Deactivated for years.

  Closed vpaul 43 views 3 comments 0 points Most recent by UKR February 2025Errors and Troubleshooting (Windows)
• 
  Blue Federal Credit Union no connection - again

  Closed Paulio 33 views 4 comments 0 points Most recent by Quicken Anja February 2025Download, Add/Update Accounts (Windows)
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  Merged: OL-293-A Fidelity Deferred Annuity

  Closed Dave508 1 view 0 comments 0 points Most recent by Dave508 January 2025Errors and Troubleshooting (Windows)
• 
  Missing One-Step-Update response buttons (e.g. Accept All)

  Closed fuzzydoug 280 views 15 comments 1 point Most recent by Quicken Jasmine January 2025Registers & Transactions (Windows)
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  One Step Update does not remember Fidelity account password

  Closed Adience 54 views 0 comments 1 point Most recent by Adience January 2025Signing in, Passwords, and Activation (Windows)
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  Update Summary Screen Blank

  Closed Scott Baines 96 views 6 comments 0 points Most recent by Quicken Kristina January 2025Download, Add/Update Accounts (Windows)
• 
  One Step Update Has stopped working

  Answered ✓ Closed Denverbarb 1.7K views 17 comments 1 point Most recent by Marianna January 2025Errors and Troubleshooting (Windows)
• 
  One Step Update Failure and Subsequent Oddity

  Closed gt00tx 52 views 3 comments 0 points Most recent by Quicken Anja January 2025Errors and Troubleshooting (Windows)
• 
  How do I add a new/additional account to an existing brokerage/investment company?

  Answered ✓ Closed Brewpounders 451 views 4 comments 0 points Most recent by Brewpounders January 2025Download, Add/Update Accounts (Windows)
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  One Step Update Issue with USAA/CC-505 (QWIN)

  Answered Closed ricko4 1K views 38 comments 0 points Most recent by Quicken Jasmine January 2025Errors and Troubleshooting (Windows)
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  How to change credit card number on existing account with new card number

  Answered Closed George Guild 1.2K views 1 comment 0 points Most recent by Quicken Anja January 2025New to Quicken/Getting Started (Windows)
• 
  Any Update on Synchrony Savings and Discover Card Not Being Able To Add Accounts?

  Closed NLT 143 views 7 comments 0 points Most recent by Quicken Anja January 2025Download, Add/Update Accounts (Windows)
• 
  Does anyone get duplicates of downloaded transactions from Chase Investments and if so how to fix??

  Answered Closed Bilwit 475 views 23 comments 0 points Most recent by Chris_QPW January 2025Registers & Transactions (Windows)
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  Pentagon Federal Credit Union- CC-502 (QWin)

  Closed JstLukng 115 views 3 comments 0 points Most recent by Quicken Jasmine January 2025Errors and Troubleshooting (Windows)
• 
  PayPal Credit, Mastercard, and Crypto - not receiving 2FA code?

  Closed jtgdc 31 views 0 comments 0 points Most recent by jtgdc January 2025Download, Add/Update Accounts (Windows)
• 
  Quicken Classic Freezes During One Step Update for Online Services

  Closed Snow 3.9K views 52 comments 0 points Most recent by Quicken Kristina January 2025Download, Add/Update Accounts (Windows)
• 
  My Discover Card downloads transactions whenever I "Update now" for a different card

  Answered Closed rotorflyer 213 views 12 comments 0 points Most recent by Quicken Kristina January 2025Download, Add/Update Accounts (Windows)
• 
  Editing OneStep Update Accounts

  Answered ✓ Closed Badger51 211 views 6 comments 0 points Most recent by UKR January 2025Download, Add/Update Accounts (Windows)
• 
  Is it possible to manually add an existing security to a different existing investment account?

  Answered Closed SAB0779 141 views 5 comments 0 points Most recent by SAB0779 January 2025Investing (Windows)
• 
  Settings prompt on One Step Update

  Answered Closed Gerry Blue 130 views 7 comments 0 points Most recent by Camelot_One January 2025Download, Add/Update Accounts (Windows)
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  My IRA account is not coming down when trying to Add Account

  Closed cfauvel 140 views 3 comments 0 points Most recent by cfauvel January 2025Download, Add/Update Accounts (Windows)
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  Quotes Not Downloading Jan 9 2025

  Answered ✓ Closed Jeff Hendrickson 83 views 1 comment 0 points Most recent by Jim_Harman January 2025Download, Add/Update Accounts (Windows)
• 
  Cannot Connect to M&T Bank Direct Connect, hasn't worked for a month or so...

  Answered Closed Kschuelke 250 views 3 comments 0 points Most recent by Quicken Jasmine January 2025Download, Add/Update Accounts (Windows)
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  Daily Resets of Cobalt Credit Union Account

  Closed Dave Unger 145 views 21 comments 0 points Most recent by hbaulisch January 2025Errors and Troubleshooting (Windows)
• 
  Ascensus - RPLink Simple Tracking Account Update producing CC-505 error (Win 11)

  Closed dr_data 71 views 6 comments 0 points Most recent by Quicken Anja January 2025Download, Add/Update Accounts (Windows)
• 
  Truist OL-294-A

  Closed Jeffrey Jones 503 views 13 comments 0 points Most recent by Jeffrey Jones January 2025Errors and Troubleshooting (Windows)