Online Banking

Discussion List

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  Program freezes during One Step Update

  Closed System 569 views 17 comments 0 points Most recent by Quicken Kristina March 2025Download, Add/Update Accounts (Windows)
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  Investor360 Downloads not working (Quicken for Windows)

  Closed System 33 views 4 comments 0 points Most recent by Quicken Kristina March 2025Download, Add/Update Accounts (Windows)
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  Atlantic Union Bank Windows Desktop download OL-332-A

  Answered ✓ Closed leelindley 104 views 2 comments 0 points Most recent by leelindley March 2025Download, Add/Update Accounts (Windows)
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  First Tech Credit Union OL-301-A Feb 2024

  Closed Bill Pa 622 views 23 comments 1 point Most recent by Quicken Kristina February 2025Download, Add/Update Accounts (Windows)
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  CC-503 Synchrony

  Closed System 218 views 20 comments 0 points Most recent by keytides February 2025Errors and Troubleshooting (Windows)
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  Why are OneStep Update no longer working for retail credits cards?

  Answered ✓ Closed Richard_Dill 439 views 14 comments 0 points Most recent by Richard_Dill February 2025Download, Add/Update Accounts (Windows)
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  CC-501 error for Charles Schwab & Co

  Closed wjmcnicoll 43 views 1 comment 0 points Most recent by Quicken Anja February 2025Errors and Troubleshooting (Windows)
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  California Coast Credit Union Still Doesn't Work

  Closed bsherm 165 views 4 comments 0 points Most recent by Quicken Anja February 2025Download, Add/Update Accounts (Windows)
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  One step update not working on Vanguard and Fidelity

  Answered Closed rjbeckwith 225 views 2 comments 0 points Most recent by rjbeckwith February 2025Download, Add/Update Accounts (Windows)
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  Quicksilver/Capital One showing up as savings

  Answered Closed kookykrazee 28 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@45 130 views 5 comments 0 points Most recent by Quicken Anja February 2025Download, Add/Update Accounts (Windows)
• 
  Issues connecting to SOFI

  Closed chartley3 215 views 6 comments 1 point Most recent by chartley3 February 2025Download, Add/Update Accounts (Windows)
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  error cc-503

  Closed clayton704 132 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 379 views 9 comments 0 points Most recent by steveweaver48 February 2025Investing (Windows)
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  Capital One freezes when updating

  Closed inman 214 views 18 comments 0 points Most recent by inman February 2025Download, Add/Update Accounts (Windows)
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  NetXInvestor / Pershing 0L-297-A - Intermittent errors since December 2024

  Closed kenlevy 224 views 1 comment 0 points Most recent by Quicken Jasmine February 2025Download, Add/Update Accounts (Windows)
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  OneStep update unreliable especially for brokerage accounts

  Closed SteveK2021 49 views 2 comments 0 points Most recent by Quicken Jasmine February 2025Download, Add/Update Accounts (Windows)
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  Citi Double Cash card - why "Sign in to Citi Cards bank failed. Try again." Still????

  Closed JF73 194 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 193 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 15 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 33 views 2 comments 0 points Most recent by NotACPA February 2025Errors and Troubleshooting (Windows)
• 
  When will Quicken fix the Opening Balance issue?

  Closed mjonis 87 views 5 comments 1 point Most recent by ISFBob February 2025Download, Add/Update Accounts (Windows)
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  Quicken Loans (aka Rocket Mortgage) No longer showing up as option to add account?

  Answered Closed sseek 231 views 2 comments 0 points Most recent by q_lurker February 2025Errors and Troubleshooting (Windows)
• 
  Vanguard OL-297-A all day

  Closed sfrolls01 268 views 8 comments 0 points Most recent by sfrolls01 February 2025Errors and Troubleshooting (Windows)
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  Not able to connect to Rocket Mortgage in Quicken

  Closed chartley3 379 views 1 comment 0 points Most recent by Quicken Anja February 2025Download, Add/Update Accounts (Windows)
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  non-Vanguard accounts are disconnected in Quicken

  Answered Closed Pacoinconn 108 views 4 comments 0 points Most recent by Pacoinconn February 2025Errors and Troubleshooting (Windows)