Online Banking

Discussion List

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  RESOLVED 1/22/26 Multiple Banks - OFX (Direct Connect) connection issues (delayed)

  Quicken Janean 1.8K views 5 comments 1 point Most recent by Quicken Anja January 22Alerts, Online Banking & Known Product Issues
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  CLOSED 1/22/26 Charles Schwab Bank - Web Connect bid Discontinued

  Quicken Kristina 872 views 3 comments 1 point Most recent by Quicken Anja January 22Alerts, Online Banking & Known Product Issues
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  One of two USAA credit card accounts doesn't download

  Closed lkalmus 42 views 7 comments 1 point Most recent by Quicken Alyssa January 22Download, Add/Update Accounts (Windows)
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  Stifel Wealth Tracker and cc-501 error adding account

  Closed comet1972 23 views 1 comment 1 point Most recent by Quicken Alyssa January 22Download, Add/Update Accounts (Windows)
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  Logix Login Failure

  Answered Closed thefeff 13 views 1 comment 0 points Most recent by Quicken Anja January 22Download, Add/Update Accounts (Mac)
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  Fidelity HSA Download Issue

  Answered Closed pgolda 84 views 3 comments 1 point Most recent by bobandsherry82 January 22Download, Add/Update Accounts (Windows)
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  Fidelity HSA not downloading transactions

  Closed System 193 views 4 comments 0 points Most recent by Quicken Alyssa January 22Download, Add/Update Accounts (Windows)
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  Fidelity HSA account no longer supported?

  Closed pbmsmit 285 views 16 comments 0 points Most recent by Quicken Alyssa January 22Download, Add/Update Accounts (Windows)
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  Fidelity HSA Transactions are now downloading Jan 2026

  Closed QWBrad 12 views 1 comment 0 points Most recent by Quicken Alyssa January 22Download, Add/Update Accounts (Windows)
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  Only one of Fidelity accounts is not downloading transactions

  Answered Closed pgolda 82 views 5 comments 0 points Most recent by Quicken Anja January 22Download, Add/Update Accounts (Windows)
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  Is it Fixed? (No Transactions for Fidelity HSA Accounts (Ticket 11999090))

  Closed rotygolf 41 views 6 comments 0 points Most recent by Quicken Anja January 22Errors and Troubleshooting (Windows)
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  Fidelity HSA downloading again

  Closed EvDob 94 views 7 comments 0 points Most recent by Quicken Anja January 22Download, Add/Update Accounts (Windows)
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  Fidelity HSA Account Not Functional for over 2 months - ETA on Solution?

  Closed Scott413 151 views 2 comments 0 points Most recent by Quicken Anja January 22Download, Add/Update Accounts (Windows)
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  Fidelity HSA still not downloading transactions

  Closed Dennis Nelson 92 views 2 comments 0 points Most recent by Quicken Alyssa January 22Download, Add/Update Accounts (Windows)
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  Fidelity download issue with HSA account

  Closed jthullen 610 views 29 comments 2 points Most recent by Quicken Alyssa January 22Download, Add/Update Accounts (Windows)
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  Fidelity HSA - just another part of the Fidelity problems - Quicken Announcement

  Closed Carefree 1K views 20 comments 1 point Most recent by Quicken Alyssa January 22Errors and Troubleshooting (Mac)
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  Quicken requests reauthorization for Fidelity LINKED cash account

  Closed andrew.h.zack 52 views 4 comments 0 points Most recent by leishirsute January 22Download, Add/Update Accounts (Windows)
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  A step closer to treating sweep account as cash for Vanguard?

  Closed Geobrick 357 views 24 comments 0 points Most recent by Geobrick January 22Download, Add/Update Accounts (Windows)
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  Link to LL Bean Mastercard works online but not on Quicken

  Closed Nancy 3 views 1 comment 0 points Most recent by Quicken Anja January 21Errors and Troubleshooting (Windows)
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  One Step Update requesting password [Edited]

  Answered Closed celerystix 25 views 1 comment 0 points Most recent by Boatnmaniac January 21Registers & Transactions (Windows)
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  Wealthsimple integration is broken, mislabeled as Mint, and I cannot figure out how to get Quicken

  Closed benstpierre 157 views 3 comments 0 points Most recent by Quicken Kristina January 20All Things Canadian (Mac)
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  online balance Quicken download does not match bank balance [Edited]

  Answered Closed dwbrooks31 78 views 5 comments 0 points Most recent by Quicken Kristina January 20Download, Add/Update Accounts (Windows)
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  Any update setting up Lincoln Financial Annuity account on Quicken (Windows)

  Closed ASquare 108 views 5 comments 0 points Most recent by Quicken Alyssa January 20Errors and Troubleshooting (Windows)
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  Importing Investment Transactions - Not appearing in Linked Cash Account

  Answered Closed rrh770 52 views 6 comments 0 points Most recent by rrh770 January 20Errors and Troubleshooting (Windows)
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  Target Circle Card has stopped downloading recent transactions as of 12/4/2025

  Closed Pete Menti 156 views 8 comments 0 points Most recent by Quicken Alyssa January 20Errors and Troubleshooting (Windows)
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  HealthEquity Download 502 errors

  Closed tlpwis 114 views 7 comments 1 point Most recent by Quicken Kristina January 20Download, Add/Update Accounts (Windows)