Online Banking

Discussion List

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  New Fidelity Connection - Incorrect # of Shares/Missing Investment Accounts [WIN]

  Closed Marilyn Heidenfelder 5.2K views 120 comments 0 points Most recent by Quicken Kristina October 17Download, Add/Update Accounts (Windows)
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  What’s Going On Between Fidelity and Quicken?

  Closed Desiree 31.5K views 587 comments 4 points Most recent by Quicken Kristina October 17Download, Add/Update Accounts (Windows)
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  zzz-Fidelity Updates

  Closed Gary R 46.2K views 1.3K comments 2 points Most recent by Quicken Kristina October 17Download, Add/Update Accounts (Windows)
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  Unable to Import Old 401k Transactions from Principal or other Investment Accounts

  Closed whab 27 views 1 comment 0 points Most recent by Quicken Kristina October 17Download, Add/Update Accounts (Mac)
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  Fidelity download failing

  Answered Closed dave.1234 40 views 2 comments 0 points Most recent by Quicken Kristina October 17Download, Add/Update Accounts (Mac)
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  Red Flags not going away with item in Online Center

  Closed marpler 25 views 2 comments 0 points Most recent by marpler October 17Errors and Troubleshooting (Windows)
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  Fidelity Cash Management Account

  Closed LedgerLynx 194 views 6 comments 0 points Most recent by leishirsute October 17Registers & Transactions (Mac)
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  Fidelity Reauthorization Loop

  Closed System 216 views 9 comments 0 points Most recent by Quicken Alyssa October 16Download, Add/Update Accounts (Windows)
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  UPDATED 10/16/25 HealthEquity - CC-501/FDP-101

  Quicken Kristina 1K views 2 comments -1 point Most recent by Quicken Anja October 16Alerts, Online Banking & Known Product Issues
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  Citi investment not working again

  Closed DesiArnez 32 views 2 comments 0 points Most recent by Quicken Alyssa October 16Errors and Troubleshooting (Windows)
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  Wells Fargo transaction download

  Closed JTeter 52 views 3 comments 0 points Most recent by Quicken Anja October 16Download, Add/Update Accounts (Windows)
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  Merged: Slow One Step Update after connecting Bank of America

  Closed System 32 views 0 comments 0 points Most recent by jkv1229 October 15Download, Add/Update Accounts (Windows)
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  One Step Update Not Updating Investment Accounts

  Closed Dan13 74 views 3 comments 0 points Most recent by Quicken Alyssa October 15Download, Add/Update Accounts (Windows)
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  Merrill Connection

  Closed dabel524 47 views 5 comments 0 points Most recent by Quicken Alyssa October 15Download, Add/Update Accounts (Mac)
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  Unable to Activate One Step Update with Citibank Credit Card

  Closed joevincenzino 63 views 1 comment 0 points Most recent by Quicken Alyssa October 15Download, Add/Update Accounts (Windows)
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  Bank of America / Merrill Issues

  Answered Closed Proidgy68 52 views 1 comment 0 points Most recent by Quicken Alyssa October 15Download, Add/Update Accounts (Windows)
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  Chase CC Not Downloading

  Answered Closed dadentist 35 views 1 comment 0 points Most recent by Quicken Anja October 15Download, Add/Update Accounts (Windows)
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  Fidelity Reauthorization

  Closed VikingJSF 57 views 3 comments 0 points Most recent by jgharris7 October 14Download, Add/Update Accounts (Windows)
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  Why does Axos Bank DC return $0.00 balance when using Quicken direct connect download

  Answered Closed Ed Mahoney 88 views 7 comments 0 points Most recent by Quicken Kristina October 14Download, Add/Update Accounts (Windows)
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  Fidelity NetBenefits 401(k) is still downloading incorrect transactions

  Closed cyberphile 77 views 3 comments 0 points Most recent by Quicken Kristina October 14Registers & Transactions (Windows)
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  Fidelity Transaction History Lost

  Answered Closed dougsankey 70 views 5 comments 0 points Most recent by Quicken Kristina October 14Registers & Transactions (Mac)
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  PNC Transactions Not Downloading

  Answered ✓ Closed Edward819 134 views 3 comments 0 points Most recent by Quicken Alyssa October 14Download, Add/Update Accounts (Windows)
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  Has anyone else been unable to transition Fidelity accounts?

  Answered Closed janeD 161 views 10 comments 0 points Most recent by Quicken Anja October 14Download, Add/Update Accounts (Windows)
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  Davenport connection issue

  Closed mcmillanmail 57 views 6 comments 0 points Most recent by Quicken Anja October 14Errors and Troubleshooting (Windows)
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  Space Coast Credit Union: FDP-106 (Mac)

  Closed breinert04 41 views 1 comment 0 points Most recent by Quicken Anja October 14Errors and Troubleshooting (Mac)
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  OL-220-A Error for First Horizon Bank accounts

  Closed Donald Brooks 42 views 6 comments 0 points Most recent by Quicken Anja October 14Download, Add/Update Accounts (Windows)
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  Fidelity Migration in Quicken Classic

  Closed es114 294 views 17 comments 1 point Most recent by NotACPA October 13Download, Add/Update Accounts (Windows)
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  TD Bank – Direct Connect Broken & Constant Reactivations Across Multiple Files (previous thread)

  Closed Gary Wnorowski 119 views 1 comment 1 point Most recent by Quicken Kristina October 13Download, Add/Update Accounts (Windows)
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  10/13/25 No Transactions for Fidelity HSA Accounts

  Announcement Quicken Kristina 1.2K views 0 comments 4 points Started by Quicken Kristina October 13 Announcements