Online Banking

Discussion List

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  Reauthorizing Fidelity accounts caused a duplicate account and other issues

  Closed System 66 views 6 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Quicken Incorrectly Showing cash balances in Fidelity and Vanguard Brokerage accounts

  Closed ttttttvt 509 views 8 comments 2 points Most recent by Quicken Kristina October 2025Errors and Troubleshooting (Mac)
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  Fidelity Accounts Not Updating

  Closed System 89 views 6 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  Can't add Web connect express to a Bank of America account?

  Closed rclaire 481 views 7 comments 1 point Most recent by Boatnmaniac October 2025Download, Add/Update Accounts (Windows)
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  Errors with updating Fidelity Accounts CC-800

  Answered Closed mtownsend 63 views 2 comments 0 points Most recent by Boatnmaniac October 2025Download, Add/Update Accounts (Windows)
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  Grossly Incorrect Account Values When Downloading Fidelity HSA

  Answered Closed clh8712 22 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  any resolution for Banco Popular or puerto rico Sync Issues?

  Answered Closed JCVCMDCSP 21 views 1 comment 0 points Most recent by Quicken Kristina October 2025Errors and Troubleshooting (Windows)
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  Can't Connect to Discover Card

  Closed QMacNewb 41 views 1 comment 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Mac)
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  Downloaded transaction errors after Fidelity reauthorize

  Closed John McCoy 82 views 4 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Fidelity connection update reperforms the update and connection on each update

  Closed unknowndomain99 11 views 1 comment 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Mac)
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  Transaction download issues

  Answered Closed Tb0 12 views 1 comment 0 points Most recent by Quicken Kristina October 2025Registers & Transactions (Windows)
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  Fidelity Options - Short Sales and Covered SHorts

  Closed rbridges01 26 views 2 comments 0 points Most recent by Warhawk October 2025Download, Add/Update Accounts (Windows)
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  Fidelity EWC+ does not seem to add accounts that have linked cash accounts

  Closed leishirsute 55 views 3 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  For Fidelity Cash Management Account, market value is out of sync with the running balance

  Answered Closed jkyle 147 views 7 comments 1 point Most recent by Quicken Kristina October 2025Errors and Troubleshooting (Mac)
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  New Fidelity Connection - Incorrect # of Shares/Missing Investment Accounts [Mac]

  Answered Closed AFN 3.8K views 140 comments 1 point Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Mac)
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  New Fidelity Connection - Incorrect # of Shares/Missing Investment Accounts [WIN]

  Closed Marilyn Heidenfelder 5.4K views 120 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  What’s Going On Between Fidelity and Quicken?

  Closed Desiree 32.6K views 587 comments 4 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
• 
  zzz-Fidelity Updates

  Closed Gary R 47.4K views 1.3K comments 2 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Unable to Import Old 401k Transactions from Principal or other Investment Accounts

  Closed whab 32 views 1 comment 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Mac)
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  Fidelity download failing

  Answered Closed dave.1234 43 views 2 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Mac)
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  Red Flags not going away with item in Online Center

  Closed marpler 21 views 2 comments 0 points Most recent by marpler October 2025Errors and Troubleshooting (Windows)
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  Fidelity Cash Management Account

  Closed LedgerLynx 296 views 6 comments 0 points Most recent by leishirsute October 2025Registers & Transactions (Mac)
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  Fidelity Reauthorization Loop

  Closed System 237 views 9 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  UPDATED 10/16/25 HealthEquity - CC-501/FDP-101

  Quicken Kristina 1.3K views 2 comments -1 point Most recent by Quicken Anja October 2025Alerts, Online Banking & Known Product Issues
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  Citi investment not working again

  Closed DesiArnez 34 views 2 comments 0 points Most recent by Quicken Alyssa October 2025Errors and Troubleshooting (Windows)
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  Wells Fargo transaction download

  Closed JTeter 57 views 3 comments 0 points Most recent by Quicken Anja October 2025Download, Add/Update Accounts (Windows)
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  Merged: Slow One Step Update after connecting Bank of America

  Closed System 31 views 0 comments 0 points Most recent by jkv1229 October 2025Download, Add/Update Accounts (Windows)
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  One Step Update Not Updating Investment Accounts

  Closed Dan13 91 views 3 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  Merrill Connection

  Closed dabel524 44 views 5 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Mac)
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  Unable to Activate One Step Update with Citibank Credit Card

  Closed joevincenzino 68 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)