Online Banking

Discussion List

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  Fidelity download migration

  Answered Closed Wes Wolfertz 103 views 4 comments 0 points Most recent by unknown October 2025Errors and Troubleshooting (Mac)
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  Fidelity and missing transactions

  Answered Closed Gerry Blue 329 views 18 comments -1 point Most recent by Geobrick October 2025Download, Add/Update Accounts (Windows)
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  "The associated accounts can't update right now. We are investigating the issue" after OSU

  Closed Lampatrick 79 views 3 comments 0 points Most recent by Quicken Anja October 2025Download, Add/Update Accounts (Windows)
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  Bank of America/Merrill Lynch Cut-Over Migration: keeps prompting to reauthorize [Edited]

  Closed taitelh 882 views 47 comments 0 points Most recent by Arkansasdawg October 2025Download, Add/Update Accounts (Windows)
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  Sofi Connection

  Closed stevew72 39 views 1 comment 0 points Most recent by Quicken Anja October 2025Download, Add/Update Accounts (Windows)
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  Chase Transactions Not downloading into Quicken

  Answered Closed jjrichards 53 views 1 comment 0 points Most recent by Quicken Anja October 2025Download, Add/Update Accounts (Windows)
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  CC-503 Error with Bank of Nova Scotia. Worked up until Sept 15, 2025

  Closed Russ Grabowski 43 views 3 comments 0 points Most recent by Quicken Anja October 2025All Things Canadian (Windows)
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  Which banks still support Web Connect (OFX)?

  Answered ✓ Closed NJplanner 101 views 3 comments 1 point Most recent by Chris_QPW October 2025Download, Add/Update Accounts (Mac)
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  Merged: Health Equity no longer is able to connect

  Closed mwise 11 views 0 comments 0 points Most recent by ChSe1976 October 2025Download, Add/Update Accounts (Mac)
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  Quicken - Get your act together over Fidelity [Edited - Language]

  Closed lmbeck65 31 views 1 comment 0 points Most recent by NotACPA October 2025Download, Add/Update Accounts (Windows)
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  Merged: Bank of America Quick Connect

  Closed Lynn Williams 1 view 0 comments 0 points Started by Lynn Williams October 2025 Download, Add/Update Accounts (Mac)
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  Fidelity Investments Reauthorization again and errors

  Closed NateSouthernCA 237 views 14 comments 0 points Most recent by Quicken Kristina October 2025Errors and Troubleshooting (Mac)
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  Dividend cash transfers not reflecting in the cash listing

  Closed System 47 views 5 comments 0 points Most recent by Chuck77 October 2025Investing (Windows)
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  Connecting to Amazon Synchrony

  Closed drice 37 views 3 comments 0 points Most recent by Quicken Anja October 2025Download, Add/Update Accounts (Windows)
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  Fidelity Download issues.

  Answered Closed shepdawg 41 views 1 comment 0 points Most recent by Quicken Anja October 2025Download, Add/Update Accounts (Mac)
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  Cannot Add Back One of My Fidelty IRA's to Quicken after Transition

  Answered ✓ Closed Bione 53 views 3 comments 0 points Most recent by Quicken Kristina October 2025Investing (Windows)
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  Chase bank and Credit cards not updateing

  Closed collimaw 49 views 1 comment 0 points Most recent by Quicken Anja October 2025Download, Add/Update Accounts (Windows)
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  TD Bank

  Closed pjones8810 11 views 1 comment 0 points Most recent by Quicken Anja October 2025Download, Add/Update Accounts (Windows)
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  First Internet Bank - Online Services no longer available with switch to Narmi platform

  Closed bkinva 393 views 27 comments 0 points Most recent by Bob_L October 2025Download, Add/Update Accounts (Windows)
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  I have 4 Vanguard brokerage accounts. Need help. One does not work w/one step update

  Answered Closed Chuck M 66 views 3 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  Quicken Locks Up when Accepting Downloaded Transactions

  Closed ruggb 48 views 5 comments 0 points Most recent by ruggb October 2025Errors and Troubleshooting (Windows)
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  Fidelity Investments Overstated

  Closed Velvil 34 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Investing (Mac)
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  More Merrill Edge problems since the change to EWC+

  Closed gulf83 54 views 3 comments 0 points Most recent by rakeshg October 2025Download, Add/Update Accounts (Windows)
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  Fidelity Investment Account cash/money market

  Closed proflaw 116 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  Money Market Mutual Fund not showing in Cash account linked to Merrill Lynch Investment Account

  Answered Closed sjmsing 81 views 3 comments 0 points Most recent by Quicken Alyssa October 2025Registers & Transactions (Windows)
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  Cannot add Wells Fargo Accounts

  Closed JoeLam 62 views 1 comment 0 points Most recent by Quicken Anja October 2025Download, Add/Update Accounts (Windows)