Online Banking

Discussion List

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  After Rebalancing 401k, Quicken displaying Incorrect Account Balance

  Closed David Green 101 views 8 comments 0 points Most recent by EvDob November 2025Download, Add/Update Accounts (Windows)
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  Fidelity Investments - Dividend transactions for Foreign Stocks are not being automatically recorded

  Closed pcg_quick 604 views 40 comments 1 point Most recent by Chris_QPW November 2025Investing (Windows)
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  Placeholder transactions being added

  Closed Perry Smith 161 views 14 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Mac)
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  Cannot connect to Edward Jones charge card

  Closed William Heise 21 views 1 comment 0 points Most recent by Quicken Alyssa November 2025Errors and Troubleshooting (Windows)
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  OL-292-B Interactive Brokers

  Closed cfo175 142 views 11 comments 0 points Most recent by cfo175 November 2025Errors and Troubleshooting (Windows)
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  Everbank Not Connecting ... Still

  Closed Doug 81 views 1 comment 0 points Most recent by Quicken Alyssa November 2025Errors and Troubleshooting (Windows)
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  Continuing problems with latest update for connection to Fidelity

  Closed OTTBMom 593 views 14 comments 1 point Most recent by OTTBMom November 2025Download, Add/Update Accounts (Windows)
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  FDP-101 Scotiabank

  Answered Closed Nappy2 11 views 3 comments 0 points Most recent by crazyal November 2025All Things Canadian (Mac)
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  FDP-109 PayPal

  Closed System 42 views 6 comments 0 points Most recent by Quicken Alyssa November 2025Errors and Troubleshooting (Mac)
• 
  Online Center Contact Info - Greyed Out

  Closed System 61 views 11 comments 0 points Most recent by Quicken Alyssa November 2025Download, Add/Update Accounts (Windows)
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  PayPal downloading double entries for credit card transactions

  Closed System 32 views 5 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Mac)
• 
  Fidelity not updating

  Closed sycamore1234 162 views 10 comments 0 points Most recent by Quicken Alyssa November 2025Errors and Troubleshooting (Mac)
• 
  fidelity investments accounts still showing shares held instead of cash

  Answered Closed rayseidlinger 122 views 11 comments 0 points Most recent by Quicken Kristina November 2025Registers & Transactions (Windows)
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  Wells Fargo Account Lost Online Access

  Closed Steve1939 32 views 1 comment 0 points Most recent by Quicken Alyssa November 2025Download, Add/Update Accounts (Windows)
• 
  Connecting to Service Credit Union after 21 October 2025

  Answered Closed David Stempnakowski 313 views 9 comments 1 point Most recent by David Stempnakowski November 2025Download, Add/Update Accounts (Mac)
• 
  Contact Info links greyed out in R64.35 but not R64.30

  Closed cyberphile 151 views 12 comments 0 points Most recent by cyberphile November 2025Installing and Updating (Windows)
• 
  Current Fidelity Instructions

  Answered Closed Bob@45 234 views 9 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  zzz-fidelity account appeared after migration [Edited]

  Closed aboxbaum 91 views 3 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity Investments

  Closed Sparky8652 31 views 3 comments 0 points Most recent by Quicken Anja November 2025Download, Add/Update Accounts (Mac)
• 
  (***HELP MODS***) Account connection issue (another random error that just popped out of no where)

  Closed Adience 72 views 5 comments 0 points Most recent by Quicken Kristina November 2025Errors and Troubleshooting (Windows)
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  Fidelity non-qualified plan fund sales downloaded as withdrawals and missing info

  Closed System 11 views 2 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  Fidelity NetBenefits transaction posted to Janus account

  Closed System 11 views 2 comments 0 points Most recent by Quicken Kristina November 2025Errors and Troubleshooting (Windows)
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  Fidelity Transactions Still Not Downloading

  Closed rbridges01 727 views 19 comments 0 points Most recent by Woodsey November 2025Download, Add/Update Accounts (Windows)
• 
  setting up accounts as problematic as ever

  Closed crownpointdude 21 views 1 comment 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  Fidelity Accounts have to reconnect with each new Quicken Mac session

  Closed 1954 11 views 1 comment 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Mac)
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  Quicken mischaracterizing Fidelity NetBenefits 401(k) loan repayments

  Closed Jimal 11 views 1 comment 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Mac)
• 
  Schwab cc-800

  Closed jtawil777 102 views 12 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  Transaction Matching - no longer available in the Mobile App?

  Answered ✓ Closed NorthernExposure 51 views 5 comments 0 points Most recent by Quicken Anja November 2025Using the Mobile App