Online Banking

Discussion List

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  CSV import: AKA, a Fidelity workaround for now

  Closed John QW 476 views 9 comments 1 point Most recent by Chris_QPW December 2025Download, Add/Update Accounts (Windows)
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  Oriental Bank of Puerto Rico -Updated Data Not Downloading

  Closed LatinNYWill 11 views 3 comments 0 points Most recent by Quicken Alyssa December 2025Errors and Troubleshooting (Mac)
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  connect to alpaca.markets

  Closed e_k 11 views 3 comments 1 point Most recent by Quicken Anja December 2025Investing (Windows)
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  Continuing issues with Ameris Bank (Atlanta GA)

  Answered Closed mparrott82 82 views 5 comments 1 point Most recent by Quicken Anja December 2025Download, Add/Update Accounts (Windows)
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  CC-508 Error Message

  Answered Closed KM7516 31 views 7 comments 0 points Most recent by Quicken Alyssa December 2025Download, Add/Update Accounts (Windows)
• 
  CC-501 SSFCU

  Closed System 21 views 2 comments 0 points Most recent by Quicken Alyssa December 2025Errors and Troubleshooting (Windows)
• 
  Intermittent Citi Cards OL-301-A error

  Closed ErikO 11 views 3 comments 0 points Most recent by Quicken Anja December 2025Download, Add/Update Accounts (Windows)
• 
  Reauthorizing issues

  Closed Berko 21 views 3 comments 0 points Most recent by Quicken Anja December 2025Errors and Troubleshooting (Windows)
• 
  Started getting "An Error Has Occurred" when downloading from Baird brokerage

  Closed JAF 42 views 8 comments 0 points Most recent by JAF December 2025Errors and Troubleshooting (Windows)
• 
  My error please ignore

  Closed Jeff Bean 11 views 1 comment 0 points Most recent by Quicken Alyssa December 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity not downloading transactions

  Closed Ghawkeswood 291 views 15 comments 0 points Most recent by 12Fairmount+ December 2025Download, Add/Update Accounts (Windows)
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  Fidelity Investments - linked checking account not updating [Edited]

  Answered Closed A good dane 43 views 1 comment 0 points Most recent by recursor1 December 2025Download, Add/Update Accounts (Windows)
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  Fidelity Transactions not downloading to Quicken Classic on Windows

  Closed will66pu 1.7K views 41 comments 1 point Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
• 
  PNC - Quicken Direct Connect still not working as of 11/28/2025?

  Closed sycamore1234 241 views 8 comments 0 points Most recent by Quicken Kristina December 2025Errors and Troubleshooting (Mac)
• 
  LL Bean

  Closed Stan Krzesinski 11 views 2 comments 0 points Most recent by GeoffG December 2025Download, Add/Update Accounts (Windows)
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  Fidelity NetBenefits totals are off

  Closed aardvarker 391 views 24 comments 1 point Most recent by Quicken Kristina December 2025Errors and Troubleshooting (Mac)
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  Nordstrom transactions in account reversed

  Closed mwillmon1 135 views 13 comments 0 points Most recent by UKR December 2025Errors and Troubleshooting (Windows)
• 
  Nationwide Retirement Solutions - FDP-102

  Closed System 32 views 4 comments 0 points Most recent by Quicken Anja December 2025Errors and Troubleshooting (Mac)
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  CC-601 for BECU (Boeing Employees CU)

  Closed GermanBlueRam 41 views 5 comments 0 points Most recent by Quicken Anja December 2025Errors and Troubleshooting (Windows)
• 
  Problem downloading bank data by way of a QFX file.

  Answered Closed scottmartin485 101 views 1 comment 0 points Most recent by Quicken Alyssa December 2025Download, Add/Update Accounts (Windows)
• 
  Red flag indicating transactions available with no transactions

  Answered Closed unosan 41 views 3 comments 0 points Most recent by Quicken Alyssa December 2025Download, Add/Update Accounts (Windows)
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  Target National Bank - FDP-163 error

  Closed Mike Casillas 332 views 24 comments 2 points Most recent by markwirth1 December 2025Download, Add/Update Accounts (Mac)
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  Oriental Bank not downloading

  Closed LatinNYWill 11 views 1 comment 0 points Most recent by Quicken Kristina December 2025Errors and Troubleshooting (Mac)
• 
  Merged: BofA reconciliation out of wack

  Closed Morpheus 61 views 0 comments 0 points Most recent by Quicken Kristina December 2025Errors and Troubleshooting (Windows)
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  Quicken keeps needing to confirm if one Fidelity holding is new or existing

  Closed System 21 views 2 comments 0 points Most recent by Quicken Kristina December 2025Errors and Troubleshooting (Windows)
• 
  Two Fidelity 401k Accounts - Two different Login

  Closed rmatz 31 views 3 comments 0 points Most recent by Quicken Alyssa December 2025Download, Add/Update Accounts (Mac)
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  Unable to download transactions from Edward Jones for the last 3 days starting 10/14/2025

  Closed Phardy 71 views 6 comments 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
• 
  Receiving limited downloads from PNC

  Closed Brit5416 1 view 1 comment 0 points Most recent by Quicken Alyssa December 2025Download, Add/Update Accounts (Windows)
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  Multiple data files clash over Fidelity account tokens

  Closed AZ66 81 views 8 comments 0 points Most recent by Boatnmaniac December 2025Errors and Troubleshooting (Windows)
• 
  Fidelity cash management account

  Answered Closed JoshFla 113 views 7 comments 0 points Most recent by utexex79@ November 2025Download, Add/Update Accounts (Windows)