One Step Update

Discussion List

• 
  Need a better description of "Action Required" for Fidelity Accounts

  Answered ✓ Closed Greg Perkins 92 views 6 comments 0 points Most recent by Greg Perkins October 2025Download, Add/Update Accounts (Windows)
• 
  Quicken requests account re-authorization for Fidelity on every one step update

  Closed Alcors3 2.7K views 56 comments 1 point Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
• 
  One Step Update crashing Qkn

  Closed ksm 28 views 3 comments 0 points Most recent by Quicken Alyssa October 2025Errors and Troubleshooting (Windows)
• 
  Elan Financial Services - can't activate in Quicken - CC-501 error message

  Closed ATLuser 156 views 3 comments 0 points Most recent by ciarmer October 2025Errors and Troubleshooting (Windows)
• 
  Fidelity Reauthorization and Deactivation Clocking

  Closed shannah36 168 views 4 comments 0 points Most recent by Toolworker October 2025Errors and Troubleshooting (Windows)
• 
  Fidelity: Fidelity Puritan Capital Gains Long transaction came as Deposit in Quicken

  Closed CaveCreek 103 views 6 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
• 
  Are users still having problems connecting 2 Northwestern Mutual accounts in Quicken

  Answered Closed Lisa G 202509 153 views 4 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
• 
  One Step Update Settings are no longer being saved. How do I fix this?

  Answered Closed Judy Graves Schuster 56 views 1 comment 0 points Most recent by splasher October 2025Download, Add/Update Accounts (Windows)
• 
  One Step Update Not Updating Investment Accounts

  Closed Dan13 108 views 3 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
• 
  Quicken closes after one step update

  Closed pfspartan 75 views 5 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
• 
  Coinbase partially working

  Closed esaurusaitis 24 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Errors and Troubleshooting (Windows)
• 
  Re-authorize an account

  Answered Closed GerryRoston 52 views 1 comment 0 points Most recent by NotACPA October 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity Price History for US Treasuries Doesn't update

  Closed HCJoe 118 views 8 comments 1 point Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
• 
  NetXInvestor rejecting request when attempting to update account OL-301-A

  Closed jr_ece 357 views 12 comments 0 points Most recent by bcsteves October 2025Errors and Troubleshooting (Windows)
• 
  Bank no longer supported?

  Answered Closed katrine 115 views 7 comments 0 points Most recent by splasher October 2025Errors and Troubleshooting (Windows)
• 
  Fidelity accounts with multipile Quicken files - reset needed?

  Answered Closed markswot 72 views 1 comment 1 point Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
• 
  Is anyone else having issues updating accounts?

  Answered Closed Luis M 43 views 2 comments 0 points Most recent by UKR October 2025Errors and Troubleshooting (Windows)
• 
  One Step Update freezes with Quicken Classic

  Closed Lyndsey R 52 views 2 comments 0 points Most recent by NotACPA October 2025Errors and Troubleshooting (Windows)
• 
  Merged: BNY Pershing Not Downloading

  Closed JBobShu 1 view 0 comments 0 points Most recent by katienova October 2025Download, Add/Update Accounts (Windows)
• 
  1

  Up
  Multiple options for same memorized Payee

  Reviewed TN Landlord 22 views 1 comment 1 point Most recent by Chris_QPW October 2025Rental Property and Business Tools
• 
  Where is the account register last update timestamp?

  Answered Closed jtgostars 54 views 4 comments 0 points Most recent by hannah1205 October 2025Download, Add/Update Accounts (Windows)
• 
  Update and Reauthorization

  Answered Closed ccpjr 52 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
• 
  Unable to Upload Transactions - Navy Federal Credit Union.

  Answered Closed Cgsg1398 74 views 3 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
• 
  Does ExpressWebConnect+ require storing your financial information with Quicken???

  Answered ✓ Closed Kipa 61 views 2 comments 0 points Most recent by Kipa October 2025Download, Add/Update Accounts (Windows)
• 
  OL-292-B Morgan Stanley Wealth Management

  Closed CaveCreek 47 views 6 comments 0 points Most recent by Quicken Anja October 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity download gives "Unidentified Security" on new downloads

  Closed Ben12 104 views 2 comments 0 points Most recent by Quicken Anja October 2025Download, Add/Update Accounts (Windows)
• 
  Fixed income prices not updating (schwab/Fidelity)

  Closed ghstudio 41 views 2 comments 0 points Most recent by ghstudio October 2025Errors and Troubleshooting (Windows)
• 
  Downloaded Schwab accounts are using total brokerage balance not cash in account when reconciling?

  Answered ✓ Closed JayBugs 46 views 2 comments 0 points Most recent by Quicken Anja October 2025Download, Add/Update Accounts (Mac)
• 
  How can I get more information?

  Answered Closed rbloom926 41 views 2 comments 0 points Most recent by rbloom926 September 2025Errors and Troubleshooting (Windows)