Online Banking

Discussion List

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  Fidelity Migration - Duplicating Investments and Placeholders Impacting Balances

  Closed Frank DeMello 81 views 6 comments 0 points Most recent by Quicken Kristina October 6Download, Add/Update Accounts (Mac)
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  Converting a FID MM account to cash for tracking

  Closed John J 90 views 2 comments 0 points Most recent by NotACPA October 6Investing (Windows)
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  Chase Credit Cards not showing in Quicken - though Chase website says Quicken is linked

  Answered ✓ Closed jc999 51 views 3 comments 0 points Most recent by Quicken Alyssa October 6Download, Add/Update Accounts (Mac)
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  Update and Reauthorization

  Answered Closed ccpjr 59 views 1 comment 0 points Most recent by Quicken Alyssa October 6Download, Add/Update Accounts (Windows)
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  Coinbase Credit Card with Quicken?

  Closed something 117 views 3 comments 0 points Most recent by Quicken Alyssa October 6Download, Add/Update Accounts (Windows)
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  Fidelity Cash Mgmt acct shows ZERO balance in Quicken

  Answered Closed KC Smythe 51 views 1 comment 0 points Most recent by Quicken Alyssa October 5Download, Add/Update Accounts (Mac)
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  UPDATE 10/1/2025: Merrill Lynch duplicate CDs

  Closed rakeshg 55 views 5 comments 0 points Most recent by Quicken Alyssa October 5Download, Add/Update Accounts (Mac)
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  401k Doubled - Fidelity - QMac

  Closed System 93 views 9 comments 0 points Most recent by Quicken Alyssa October 5Download, Add/Update Accounts (Mac)
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  Fidelity Disaster

  Closed sycamore1234 286 views 6 comments 1 point Most recent by Quicken Kristina October 5Errors and Troubleshooting (Mac)
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  Fidelity - a position disappeared & had to be re-added + register doesn't match acct. list

  Closed System 20 views 2 comments 0 points Most recent by Quicken Kristina October 5Errors and Troubleshooting (Mac)
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  CC-800 Error Message Updating Accounts from Schwab

  Answered Closed Bill40 77 views 2 comments 0 points Most recent by Quicken Kristina October 5Errors and Troubleshooting (Windows)
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  Unable to Upload Transactions - Navy Federal Credit Union.

  Answered Closed Cgsg1398 52 views 3 comments 0 points Most recent by Quicken Alyssa October 5Download, Add/Update Accounts (Windows)
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  Fidelity Investments - security value per share mismatch

  Closed sharpo367 32 views 1 comment 0 points Most recent by Quicken Alyssa October 5Download, Add/Update Accounts (Windows)
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  CalSTRS FDP-105 Error

  Closed kevingasio 24 views 2 comments 0 points Most recent by Quicken Alyssa October 5Errors and Troubleshooting (Mac)
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  Why won't Citi credit cards sync?

  Answered Closed Jeffrey Richman 178 views 2 comments 0 points Most recent by peacepkr October 4Download, Add/Update Accounts (Windows)
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  Ongoing Fidelity disaster, Quicken Mac 8.3.2

  Closed Andrew B 75 views 1 comment 0 points Most recent by Quicken Kristina October 4Errors and Troubleshooting (Mac)
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  Fidelity Cash Management Account keeps having Placeholders added

  Closed System 35 views 2 comments 0 points Most recent by Quicken Kristina October 4Download, Add/Update Accounts (Windows)
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  Fidelity Adding Placeholder Transactions EVERY TIME

  Closed ntrainer 81 views 2 comments 0 points Most recent by Quicken Kristina October 4Download, Add/Update Accounts (Mac)
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  Fidelity download migration

  Answered Closed Wes Wolfertz 105 views 4 comments 0 points Most recent by unknown October 4Errors and Troubleshooting (Mac)
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  Fidelity and missing transactions

  Answered Closed Gerry Blue 280 views 18 comments -1 point Most recent by Geobrick October 4Download, Add/Update Accounts (Windows)
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  "The associated accounts can't update right now. We are investigating the issue" after OSU

  Closed Lampatrick 77 views 3 comments 0 points Most recent by Quicken Anja October 4Download, Add/Update Accounts (Windows)
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  Bank of America/Merrill Lynch Cut-Over Migration: keeps prompting to reauthorize [Edited]

  Closed taitelh 829 views 47 comments 0 points Most recent by Arkansasdawg October 4Download, Add/Update Accounts (Windows)
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  Sofi Connection

  Closed stevew72 28 views 1 comment 0 points Most recent by Quicken Anja October 4Download, Add/Update Accounts (Windows)
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  Chase Transactions Not downloading into Quicken

  Answered Closed jjrichards 51 views 1 comment 0 points Most recent by Quicken Anja October 4Download, Add/Update Accounts (Windows)
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  CC-503 Error with Bank of Nova Scotia. Worked up until Sept 15, 2025

  Closed Russ Grabowski 41 views 3 comments 0 points Most recent by Quicken Anja October 4All Things Canadian (Windows)
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  Which banks still support Web Connect (OFX)?

  Answered ✓ Closed NJplanner 91 views 3 comments 1 point Most recent by Chris_QPW October 3Download, Add/Update Accounts (Mac)
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  Merged: Health Equity no longer is able to connect

  Closed mwise 16 views 0 comments 0 points Most recent by ChSe1976 October 3Download, Add/Update Accounts (Mac)
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  Quicken - Get your act together over Fidelity [Edited - Language]

  Closed lmbeck65 37 views 1 comment 0 points Most recent by NotACPA October 3Download, Add/Update Accounts (Windows)
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  Merged: Bank of America Quick Connect

  Closed Lynn Williams 4 views 0 comments 0 points Started by Lynn Williams October 3 Download, Add/Update Accounts (Mac)
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  Fidelity Investments Reauthorization again and errors

  Closed NateSouthernCA 233 views 14 comments 0 points Most recent by Quicken Kristina October 3Errors and Troubleshooting (Mac)