Online Banking

Discussion List

• 
  Quicksilver/Capital One showing up as savings

  Answered Closed kookykrazee 22 views 3 comments 0 points Most recent by UKR February 2025Download, Add/Update Accounts (Windows)
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  Salem Five Bank Online Banking is reporting connection issue

  Answered ✓ Closed Bob@45 118 views 5 comments 0 points Most recent by Quicken Anja February 2025Download, Add/Update Accounts (Windows)
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  Issues connecting to SOFI

  Closed chartley3 165 views 6 comments 1 point Most recent by chartley3 February 2025Download, Add/Update Accounts (Windows)
• 
  error cc-503

  Closed clayton704 116 views 5 comments 0 points Most recent by chartley3 February 2025Download, Add/Update Accounts (Windows)
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  Is anyone having an issue downloading transactions from Charles Schwab website?

  Answered Closed steveweaver48 333 views 9 comments 0 points Most recent by steveweaver48 February 2025Investing (Windows)
• 
  Capital One freezes when updating

  Closed inman 181 views 18 comments 0 points Most recent by inman February 2025Download, Add/Update Accounts (Windows)
• 
  NetXInvestor / Pershing 0L-297-A - Intermittent errors since December 2024

  Closed kenlevy 191 views 1 comment 0 points Most recent by Quicken Jasmine February 2025Download, Add/Update Accounts (Windows)
• 
  OneStep update unreliable especially for brokerage accounts

  Closed SteveK2021 44 views 2 comments 0 points Most recent by Quicken Jasmine February 2025Download, Add/Update Accounts (Windows)
• 
  Citi Double Cash card - why "Sign in to Citi Cards bank failed. Try again." Still????

  Closed JF73 167 views 5 comments 0 points Most recent by Quicken Kristina February 2025Download, Add/Update Accounts (Windows)
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  CLOSED 2/25/25 Computershare - $0 Balance when Adding Investment Account

  Closed Quicken Anja 185 views 2 comments 0 points Most recent by Quicken Kristina February 2025Alerts, Online Banking & Known Product Issues
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  0L-295-A Error when trying to connect Quicken Classic Business & Personal to First Hawaiian Bank

  Closed JDA_OGG 12 views 1 comment 0 points Most recent by Quicken Jasmine February 2025Download, Add/Update Accounts (Windows)
• 
  Online Balance - Reconciling is Frustrating

  Answered Closed gambit.xmn 32 views 2 comments 0 points Most recent by NotACPA February 2025Errors and Troubleshooting (Windows)
• 
  When will Quicken fix the Opening Balance issue?

  Closed mjonis 62 views 5 comments 1 point Most recent by ISFBob February 2025Download, Add/Update Accounts (Windows)
• 
  Quicken Loans (aka Rocket Mortgage) No longer showing up as option to add account?

  Answered Closed sseek 188 views 2 comments 0 points Most recent by q_lurker February 2025Errors and Troubleshooting (Windows)
• 
  Bask Bank Error FDP-176

  Closed sackboydad7669 34 views 1 comment 0 points Most recent by Quicken Anja February 2025Errors and Troubleshooting (Mac)
• 
  Vanguard OL-297-A all day

  Closed sfrolls01 206 views 8 comments 0 points Most recent by sfrolls01 February 2025Errors and Troubleshooting (Windows)
• 
  Not able to connect to Rocket Mortgage in Quicken

  Closed chartley3 321 views 1 comment 0 points Most recent by Quicken Anja February 2025Download, Add/Update Accounts (Windows)
• 
  non-Vanguard accounts are disconnected in Quicken

  Answered Closed Pacoinconn 89 views 4 comments 0 points Most recent by Pacoinconn February 2025Errors and Troubleshooting (Windows)
• 
  Investor360 downloads not working for me still (Quicken Mac)

  Closed Bennett S 33 views 3 comments 0 points Most recent by Quicken Kristina February 2025Errors and Troubleshooting (Mac)
• 
  Help->Contact Support->log files tries to lauch a web page and fails. Is there a fix?

  Answered Closed Greg_Huntzinger 32 views 2 comments 0 points Most recent by Greg_Huntzinger February 2025Errors and Troubleshooting (Windows)
• 
  Trouble with TD Bank connection

  Closed AnthonyS 1K views 12 comments 1 point Most recent by Quicken Kristina February 2025Errors and Troubleshooting (Windows)
• 
  USAA Checking downloads but doesn't show on Accounts list

  Answered Closed HHObregon 23 views 2 comments 0 points Most recent by Quicken Jasmine February 2025Download, Add/Update Accounts (Windows)
• 
  Merged: OL-295-A error

  Closed Bertilak 31 views 0 comments 0 points Most recent by AndrewQ February 2025Errors and Troubleshooting (Windows)
• 
  Vanguard Direct Connect Not Working -- Accounts No longer Recognized

  Closed markberlind 555 views 9 comments 1 point Most recent by William J February 2025Download, Add/Update Accounts (Windows)
• 
  CC-501 error with Charles Schwab

  Closed rattytom 76 views 3 comments 0 points Most recent by Quicken Kristina February 2025Errors and Troubleshooting (Windows)
• 
  Issues since last update to R61.20

  Closed Tiberius675 116 views 2 comments 0 points Most recent by mshiggins February 2025Errors and Troubleshooting (Windows)