Online Banking

Discussion List

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  Fidelity Transactions not downloading to Quicken Classic on Windows

  will66pu 1.3K views 42 comments 1 point Most recent by KStarr 8:24PMDownload, Add/Update Accounts (Windows)
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  Fidelity Cutover recognizes the wrong money market fund as cash balance

  Waitingtoretire 1.1K views 49 comments 0 points Most recent by Waitingtoretire 5:16PMErrors and Troubleshooting (Windows)
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  Unable to add Raymond James Accounts where the last 4 characters contain a letter

  mlurie 6 views 1 comment 0 points Most recent by Quicken Kristina 4:50PMDownload, Add/Update Accounts (Windows)
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  Fidelity Downloaded Transactions Not Matching

  micdif 74 views 7 comments 0 points Most recent by micdif 4:44PMErrors and Troubleshooting (Windows)
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  America's Credit Union

  System 17 views 7 comments 0 points Most recent by Quicken Kristina 4:35PMDownload, Add/Update Accounts (Windows)
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  Account sync stopped working for Computershare accounts FDP-192

  Answered Maestro56 233 views 18 comments 0 points Most recent by markwirth1 4:14PMDownload, Add/Update Accounts (Mac)
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  Quicken Classic for Mac bank connections

  Answered Eric124700 10 views 2 comments 0 points Most recent by Quicken Kristina 4:11PMNew to Quicken/Getting Started (Mac)
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  Citibank Costco credit card balance discrepancy

  System 6 views 4 comments 0 points Most recent by Quicken Kristina 3:53PMRegisters & Transactions (Windows)
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  Elevations Credit Union CC-501 errors

  Answered DerekT 664 views 43 comments 0 points Most recent by DRJBGMAIL 3:00PMErrors and Troubleshooting (Windows)
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  Updating Fidelity accounts causes an uneditable "Cash" account to appear

  System 43 views 11 comments 0 points Most recent by Quicken Kristina 2:22PMDownload, Add/Update Accounts (Mac)
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  Fidelity 401K downloading the same security for every transaction

  jameswolfe8561 30 views 3 comments 0 points Most recent by Quicken Kristina 2:09PMDownload, Add/Update Accounts (Windows)
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  Bank Of America - Quicken replaced Bank Of America - All Other States

  Pedro504 30 views 5 comments 0 points Most recent by Quicken Anja 1:36PMDownload, Add/Update Accounts (Windows)
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  fidelity woes - no downloaded transactions for one of my Fidelity accounts

  kyoung2112 228 views 7 comments 0 points Most recent by gvonroenn 1:27PMDownload, Add/Update Accounts (Windows)
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  NEW 12/5/25 Multiple financial institutions - FDP-4000

  Announcement Quicken Janean 44 views 0 comments 0 points Started by Quicken Janean 1:11PM Alerts, Online Banking & Known Product Issues
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  Unable to connect to Bank of America [Edited]

  nisarun 84 views 6 comments 0 points Most recent by Quicken Kristina 12:27PMRegisters & Transactions (Windows)
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  Fidelity NetBenefits and Reinvest Dividends

  John_in_NC 275 views 18 comments 0 points Most recent by Quicken Kristina 12:18PMInvesting (Mac)
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  RBC Wealth Mgmnt Error OL-294-A

  Answered clark W 88 views 15 comments 0 points Most recent by Quicken Anja 12:09PMErrors and Troubleshooting (Windows)
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  Nordstrom VISA card

  Answered koch1948 26 views 4 comments 0 points Most recent by Beignett 11:58AMDownload, Add/Update Accounts (Windows)
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  Merged: RBC Wealth Management

  Closed Robert Alexander 14 views 0 comments 0 points Most recent by lmbeck65 10:36AMDownload, Add/Update Accounts (Windows)
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  Everbank Connection Issues

  System 17 views 16 comments 0 points Most recent by Paulio 10:07AMDownload, Add/Update Accounts (Windows)
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  Bank of America Checking no longer updating in Quicken without resetting the account [Edited]

  Answered Sugar 107 views 5 comments 0 points Most recent by pbmsmit 10:00AMDownload, Add/Update Accounts (Windows)
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  OL-221 -A/B error when downloading some accounts from ScotiaBank

  Nawaz 4 views 1 comment 0 points Most recent by Quicken Anja 9:58AMDownload, Add/Update Accounts (Windows)
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  Anyone having problems adding/linking Paypal Credit account access (Win 11)

  Answered ✓ Slick8791 1.1K views 91 comments 3 points Most recent by SoopaNtz 8:51AMDownload, Add/Update Accounts (Windows)
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  RESOLVED 12/5/25 One Step Update Slowness / Error CC-501/FDP-101

  Closed Quicken Anja 3.1K views 7 comments 5 points Most recent by Quicken Janean 8:13AMAlerts, Online Banking & Known Product Issues
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  RESOLVED 12/5/25 Discover Bank, Discover Card, Discover Card Account Center - FDP - 4000 / CC-501

  Announcement Quicken Kristina 812 views 3 comments 4 points Most recent by Quicken Janean 8:09AMAlerts, Online Banking & Known Product Issues
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  RESOLVED 12/5/25 Lincoln Financial - Retd. Services - $0 Balance When Adding Accounts

  Quicken Anja 40 views 3 comments 0 points Most recent by Quicken Janean 8:05AMAlerts, Online Banking & Known Product Issues
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  NEW 12/5/25 Charles Schwab & Co., Inc. - Missing Account - 355 DASH error

  Announcement Quicken Janean 34 views 0 comments 0 points Started by Quicken Janean 8:01AM Alerts, Online Banking & Known Product Issues
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  RESOLVED 12/5/25 Schwab Equity Awards Accounts Paused

  Quicken Janean 2.5K views 3 comments 1 point Most recent by Quicken Janean 7:56AMAlerts, Online Banking & Known Product Issues
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  Citi Card Transactions Not Dowloading

  Jeff Han 29 views 2 comments 0 points Most recent by BillB533 7:55AMErrors and Troubleshooting (Windows)
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  RESOLVED 12/5/25 Fidelity Net Benefits - not supporting Complete investing at the moment

  Announcement Quicken Anja 1.4K views 3 comments 0 points Most recent by Quicken Janean 7:53AMAlerts, Online Banking & Known Product Issues