Online Banking

Discussion List

• 
  Fidelity dividends and fees not downloading correctly

  Closed System 78 views 5 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  FDLXX sales not downloading from Fidelity brokerage

  Closed hurwi 47 views 6 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Mac)
• 
  Fidelity Downloads - security mismatches

  Answered Closed H0YT22 45 views 3 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
• 
  Merged: Fidelity CDs showing 2 places instead of 3

  Closed System 1 view 0 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
• 
  Schwab......again

  Closed egldvrbags 502 views 10 comments 0 points Most recent by Eric Perrone October 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity EWC+ Migration and Fully Paid Lending

  Closed GermanBlueRam 52 views 3 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  No option for cash representation and Chase accounts won't reconnect

  Closed System 12 views 2 comments 0 points Most recent by Quicken Kristina October 2025Errors and Troubleshooting (Windows)
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  Fidelity credit card account - keeps requiring reset

  Closed AZ66 34 views 3 comments 0 points Most recent by Quicken Kristina October 2025Errors and Troubleshooting (Windows)
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  One step update not working for American Express card

  Answered Closed jdparker225 283 views 20 comments 0 points Most recent by Quicken Anja October 2025Download, Add/Update Accounts (Windows)
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  Unable to connect to PenFed

  Closed RLSJR 46 views 1 comment 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity web-connect

  Closed rkr833 44 views 2 comments 0 points Most recent by NotACPA October 2025Errors and Troubleshooting (Windows)
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  Investment registers only show cash balance transaction instead of all transactions.

  Closed kurtkramer 21 views 1 comment 0 points Most recent by Quicken Kristina October 2025Registers & Transactions (Windows)
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  0 shares downloaded from Fidelity for 401k

  Closed hurwi 12 views 1 comment 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Mac)
• 
  Fidelity money market account after quicken classic premier connect update

  Closed dac987 21 views 1 comment 0 points Most recent by Quicken Kristina October 2025Investing (Windows)
• 
  Windows Quicken Classic VR64.35 Connecting to USAA

  Answered Closed Tennyanky 21 views 1 comment 0 points Most recent by Quicken Anja October 2025Download, Add/Update Accounts (Windows)
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  Ongoing Errors with One Step Update and DCU

  Answered Closed AF Grant 23 views 1 comment 0 points Most recent by Quicken Anja October 2025Download, Add/Update Accounts (Windows)
• 
  Fifth Third Bank OL-293-A error

  Closed twarner1 1K views 48 comments 1 point Most recent by BSJ October 2025Download, Add/Update Accounts (Windows)
• 
  UBS Credit Card

  Answered Closed scottvehslage 17 views 1 comment 0 points Most recent by Quicken Anja October 2025Download, Add/Update Accounts (Windows)
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  One Step Update US Bank

  Answered Closed goodswak 24 views 2 comments 0 points Most recent by NotACPA October 2025Download, Add/Update Accounts (Windows)
• 
  CC-505 error for Elan Financial Services this morning 10/18/2025

  Answered Closed leishirsute 1.3K views 61 comments 0 points Most recent by leishirsute October 2025Installing and Updating (Windows)
• 
  I keep getting a CC-506 error message on the Schwab accounts in my 2 Quicken files

  Answered Closed skiperu 66 views 3 comments 0 points Most recent by JeffConey October 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity NetBenefits EWC+ download.

  Closed Ducati 32 views 1 comment 1 point Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
• 
  Will EWC+ allow selection by account of cash vs shares reporting? [Edited]

  Closed dpd 32 views 2 comments 0 points Most recent by w004 October 2025Errors and Troubleshooting (Windows)
• 
  Fidelity updates broken

  Answered Closed peteanderson 229 views 15 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity Option Contracts

  Closed rbridges01 34 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Errors and Troubleshooting (Windows)
• 
  Osaic accounts connect but no amounts

  Answered Closed rfanning 34 views 3 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
• 
  I Keep Getting Reauthorization Requests Daily for Fidelity

  Closed Michael Winnick 46 views 2 comments 0 points Most recent by Quicken Anja October 2025Download, Add/Update Accounts (Windows)
• 
  Citibank Authorization

  Closed sjnelson 214 views 13 comments 1 point Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Mac)
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  Trouble connecting Synchrony Credit Cards

  Closed jtoolen 115 views 5 comments 1 point Most recent by Quicken Alyssa October 2025Errors and Troubleshooting (Windows)