Online Banking

Discussion List

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  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)
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  Downloading Fidelity Brokerage accounts

  Closed Cathy Diotte Scott 377 views 13 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  BNY Mellon not downloading since saturday

  Closed misterconcrete 535 views 30 comments 0 points Most recent by Quicken Anja November 2025Errors and Troubleshooting (Windows)
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  Bank of America Connection

  Closed System 172 views 17 comments 0 points Most recent by Quicken Anja November 2025Download, Add/Update Accounts (Mac)
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  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)
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  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 31 views 4 comments 0 points Most recent by b.heslin November 2025Download, Add/Update Accounts (Windows)
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  one step update summary not showing what account was updated [Edited]

  Closed rmartin39md 41 views 3 comments 0 points Most recent by Quicken Kristina November 2025Errors and Troubleshooting (Windows)
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  Errors during One Step Update - transactions posted to incorrect accounts

  Closed chuckfoster 51 views 3 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
• 
  First Tech FCU

  Closed Nathan E 33 views 4 comments 0 points Most recent by Nathan E November 2025Errors and Troubleshooting (Mac)
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  Update tries to reauthorize a long closed Fidelity account after EWC+ cut over

  Closed ct89 132 views 7 comments 0 points Most recent by Quicken Alyssa November 2025Errors and Troubleshooting (Windows)
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  Fidelity securities duplicating

  Closed System 41 views 7 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Mac)
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  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 41 views 1 comment 0 points Most recent by Quicken Alyssa November 2025Errors and Troubleshooting (Windows)
• 
  Fidelity transaction sign errors

  Closed EvDob 141 views 10 comments 0 points Most recent by Quicken Kristina November 2025Errors and Troubleshooting (Windows)
• 
  Any support for downloading from Webull?

  Answered Closed MichaelCortese 41 views 1 comment 0 points Most recent by Quicken Alyssa November 2025Download, Add/Update Accounts (Windows)
• 
  Can't Connect to Fidelity

  Closed CPFinance$ 121 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 82 views 3 comments 1 point Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Mac)
• 
  Fidelity Incorrect Balances

  Closed System 51 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 131 views 10 comments 0 points Most recent by Chris_QPW November 2025Download, Add/Update Accounts (Windows)
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  Fidelity account will not download sale of FZDXX when sold

  Closed Dennis Nelson 81 views 4 comments 0 points Most recent by Quicken Alyssa November 2025Investing (Windows)
• 
  Fidelity Add-on to Known Issues

  Closed David J. Carlson 111 views 5 comments 0 points Most recent by Quicken Alyssa November 2025Download, Add/Update Accounts (Windows)
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  Morgan Stanley transactions are not downloading into Quicken for Mac

  Answered Closed jjrichards 21 views 1 comment 0 points Most recent by Quicken Alyssa November 2025Download, Add/Update Accounts (Mac)
• 
  Northwestern Mutual

  Closed kaganrj 21 views 1 comment 0 points Most recent by Quicken Alyssa November 2025Download, Add/Update Accounts (Windows)
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  TFCU not downloading

  Closed es114 11 views 1 comment 0 points Most recent by Quicken Alyssa November 2025Download, Add/Update Accounts (Windows)
• 
  Ascensus connectivity issue

  Closed MSStateDawg 42 views 1 comment 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity Investments updates

  Answered Closed jpc3 141 views 5 comments 0 points Most recent by jpc3 November 2025Download, Add/Update Accounts (Mac)
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  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)
• 
  Share Transfer between Fidelity Accounts Mishandled

  Closed SeaSilver8 102 views 8 comments 0 points Most recent by jersey42 November 2025Download, Add/Update Accounts (Windows)
• 
  Repeated 2FA Authentication required for downloading from Tower Federal Credit Union

  Answered Closed morebikethanman 81 views 5 comments 0 points Most recent by Quicken Alyssa November 2025Download, Add/Update Accounts (Windows)