Online Banking

Discussion List

• 
  During Fidelity Download, PREVIOUSLY entered transactions are lost

  Closed rwaynerogers 87 views 7 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
• 
  Incomplete/incorrect information downloading from ScotiaMcleod

  Closed System 17 views 2 comments 0 points Most recent by Quicken Kristina November 2025All Things Canadian (Mac)
• 
  Fidelity Online Balance - includes investments values - can't reconcile

  Closed Carefree 1.1K views 66 comments 0 points Most recent by Brad L Vandermoon November 2025Download, Add/Update Accounts (Mac)
• 
  Downloading Fidelity Brokerage accounts

  Closed Cathy Diotte Scott 353 views 13 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
• 
  BNY Mellon not downloading since saturday

  Closed misterconcrete 514 views 30 comments 0 points Most recent by Quicken Anja November 2025Errors and Troubleshooting (Windows)
• 
  Bank of America Connection

  Closed System 174 views 17 comments 0 points Most recent by Quicken Anja November 2025Download, Add/Update Accounts (Mac)
• 
  Very slow update this morning

  Closed Perry Smith 191 views 12 comments 0 points Most recent by Quicken Anja November 2025Download, Add/Update Accounts (Mac)
• 
  Download window blank after updating prices from Fidelity

  Closed EvDob 81 views 11 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
• 
  I lost years of credit card data when I replaced a hacked Fidelity/Elan card

  Answered ✓ Closed b.heslin 33 views 4 comments 0 points Most recent by b.heslin November 2025Download, Add/Update Accounts (Windows)
• 
  one step update summary not showing what account was updated [Edited]

  Closed rmartin39md 43 views 3 comments 0 points Most recent by Quicken Kristina November 2025Errors and Troubleshooting (Windows)
• 
  Errors during One Step Update - transactions posted to incorrect accounts

  Closed chuckfoster 48 views 3 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
• 
  First Tech FCU

  Closed Nathan E 34 views 4 comments 0 points Most recent by Nathan E November 2025Errors and Troubleshooting (Mac)
• 
  Update tries to reauthorize a long closed Fidelity account after EWC+ cut over

  Closed ct89 128 views 7 comments 0 points Most recent by Quicken Alyssa November 2025Errors and Troubleshooting (Windows)
• 
  Fidelity securities duplicating

  Closed System 48 views 7 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Mac)
• 
  OL-301 Error

  Closed System 13 views 2 comments 0 points Most recent by Quicken Alyssa November 2025Errors and Troubleshooting (Windows)
• 
  OL-301 A error Truist

  Closed lwv 46 views 1 comment 0 points Most recent by Quicken Alyssa November 2025Errors and Troubleshooting (Windows)
• 
  Fidelity transaction sign errors

  Closed EvDob 135 views 10 comments 0 points Most recent by Quicken Kristina November 2025Errors and Troubleshooting (Windows)
• 
  Any support for downloading from Webull?

  Answered Closed MichaelCortese 44 views 1 comment 0 points Most recent by Quicken Alyssa November 2025Download, Add/Update Accounts (Windows)
• 
  Can't Connect to Fidelity

  Closed CPFinance$ 118 views 3 comments 0 points Most recent by Quicken Alyssa November 2025Download, Add/Update Accounts (Windows)
• 
  How to manage Paypal Credit? Manual download format changed; automatic downloads problematic.

  Closed KC Smythe 84 views 3 comments 1 point Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Mac)
• 
  Fidelity Incorrect Balances

  Closed System 55 views 4 comments 0 points Most recent by Quicken Alyssa November 2025Registers & Transactions (Mac)
• 
  Can you have 2 copies of Quicken use EWC+ on same institution?

  Closed qudtp 126 views 10 comments 0 points Most recent by Chris_QPW November 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity account will not download sale of FZDXX when sold

  Closed Dennis Nelson 85 views 4 comments 0 points Most recent by Quicken Alyssa November 2025Investing (Windows)
• 
  Fidelity Add-on to Known Issues

  Closed David J. Carlson 110 views 5 comments 0 points Most recent by Quicken Alyssa November 2025Download, Add/Update Accounts (Windows)
• 
  Morgan Stanley transactions are not downloading into Quicken for Mac

  Answered Closed jjrichards 23 views 1 comment 0 points Most recent by Quicken Alyssa November 2025Download, Add/Update Accounts (Mac)
• 
  Northwestern Mutual

  Closed kaganrj 24 views 1 comment 0 points Most recent by Quicken Alyssa November 2025Download, Add/Update Accounts (Windows)
• 
  TFCU not downloading

  Closed es114 14 views 1 comment 0 points Most recent by Quicken Alyssa November 2025Download, Add/Update Accounts (Windows)
• 
  Ascensus connectivity issue

  Closed MSStateDawg 41 views 1 comment 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity Investments updates

  Answered Closed jpc3 147 views 5 comments 0 points Most recent by jpc3 November 2025Download, Add/Update Accounts (Mac)
• 
  Trouble re-authorizing BofA with my CITI credit card account

  Answered Closed reelneal 12 views 1 comment 0 points Most recent by Quicken Alyssa November 2025Errors and Troubleshooting (Windows)