Online Banking

Discussion List

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  Fidelity converting to Quicken Connect - errors with fund mergers and money market accounts

  Closed qudtp 103 views 2 comments 0 points Most recent by qudtp September 2025Registers & Transactions (Mac)
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  Fidelity Sales showing as Withdrawls on Quicken Classic Windows (R64.30)

  Closed J. Snyder 63 views 2 comments 1 point Most recent by Quicken Kristina September 2025Download, Add/Update Accounts (Windows)
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  Fidelity reauthorization doesn't list correct "Link to Existing Account"

  Answered Closed BarbGB 76 views 4 comments 0 points Most recent by BarbGB September 2025Download, Add/Update Accounts (Windows)
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  Merrill Edge not reporting shares

  Closed gulf83 23 views 3 comments 0 points Most recent by Quicken Kristina September 2025Download, Add/Update Accounts (Windows)
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  Fidelity – Cash Representation

  Closed mvwabc 64 views 3 comments 0 points Most recent by Quicken Alyssa September 2025Download, Add/Update Accounts (Windows)
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  Fidelity - Some security quantities incorrect (QWin)

  Closed System 2 views 2 comments 0 points Most recent by Quicken Kristina September 2025Download, Add/Update Accounts (Windows)
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  USAA credit card not showing after authentication

  Closed snowmp 78 views 12 comments 0 points Most recent by Wayne Tilley September 2025Download, Add/Update Accounts (Windows)
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  Account Balances don't match on Mac and Windows versions - Why?

  Closed wblack@wans.net 14 views 1 comment 0 points Most recent by Quicken Alyssa September 2025Installing and Updating (Mac)
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  Re-Authorize your bank, creates many duplicate transactions QWin & QMac

  Closed jsen215 750 views 22 comments 4 points Most recent by Quicken Alyssa September 2025Download, Add/Update Accounts (Windows)
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  New Fidelity reauthorization error I've never seen before

  Closed dhcernese 125 views 7 comments 0 points Most recent by Quicken Alyssa September 2025Download, Add/Update Accounts (Windows)
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  OL-297-A error link broken

  Closed NebularNovice 34 views 2 comments 0 points Most recent by NebularNovice September 2025Download, Add/Update Accounts (Windows)
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  My Fidelity connection date did not work correctly

  Answered Closed nuttika 123 views 11 comments 0 points Most recent by nuttika September 2025Errors and Troubleshooting (Windows)
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  Charles Schwab Transactions Will Not Download

  Closed TonyNapolitano 83 views 1 comment 0 points Most recent by Quicken Alyssa September 2025Download, Add/Update Accounts (Windows)
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  Updated to 8.3.2, can't connect to Fidelity, seeing duplicate accounts and incorrect balances

  Closed System 47 views 2 comments 0 points Most recent by Quicken Alyssa September 2025Investing (Mac)
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  Entries made with One Step Updates disappearing

  Answered ✓ Closed BigTem 183 views 13 comments 0 points Most recent by Quicken Alyssa September 2025Download, Add/Update Accounts (Windows)
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  Duplicate transactions from Fidelity (QMac)

  Closed System 113 views 9 comments 0 points Most recent by Quicken Kristina September 2025Download, Add/Update Accounts (Mac)
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  CC-502 Elan Financial Services - Fidelity Credit Card Account

  Closed CaveCreek 31 views 2 comments 0 points Most recent by CaveCreek September 2025Download, Add/Update Accounts (Windows)
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  MidFirst Bank - unable to connect/download transactions

  Closed davery777 318 views 19 comments 0 points Most recent by davery777 September 2025Download, Add/Update Accounts (Windows)
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  Wrong/Missing Account Type For Newly Added Fidelity 401k Account

  Closed cyberphile 115 views 4 comments 0 points Most recent by EvDob September 2025Errors and Troubleshooting (Windows)
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  Fidelity connection - transactions not downloading [Edited]

  Closed apes 377 views 7 comments 1 point Most recent by Partzhead September 2025Download, Add/Update Accounts (Windows)
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  Quicken R64.25 is not getting correct Cash Balance for Fidelity accounts w/ EWC+

  Closed leishirsute 977 views 32 comments 1 point Most recent by Quicken Kristina September 2025Download, Add/Update Accounts (Windows)
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  Quicken Disaster Today - Fidelity Account Mismatches

  Closed GlennK 31 views 1 comment 0 points Most recent by Quicken Kristina September 2025Errors and Troubleshooting (Windows)
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  FZEXX shows the correct balance but the account now has a large negative balance

  Closed System 2 views 2 comments 0 points Most recent by Quicken Kristina September 2025Investing (Mac)
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  Fidelity accounts not recognized when connecting via Express Web Connect+

  Closed System 102 views 4 comments 0 points Most recent by Quicken Kristina September 2025Errors and Troubleshooting (Windows)
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  new method direct connect to merrill lynch from quicken windows

  Closed Dennis Freeman 426 views 11 comments 0 points Most recent by Quicken Kristina September 2025Download, Add/Update Accounts (Windows)
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  Fidelity accounts not updating and seeing "Fix It" prompts

  Closed System 84 views 4 comments 0 points Most recent by Quicken Kristina September 2025Download, Add/Update Accounts (Windows)
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  Venmo is having problems again

  Closed vandusensa 15 views 1 comment 0 points Most recent by Quicken Anja September 2025Download, Add/Update Accounts (Mac)
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  Fifth Third Credit Card account not found

  Closed E9F8G 12 views 1 comment 0 points Most recent by Quicken Anja September 2025Download, Add/Update Accounts (Windows)
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  Having to daily connect to bank since last update (MAC)

  Closed Kathi G 21 views 1 comment 0 points Most recent by Quicken Alyssa September 2025Errors and Troubleshooting (Mac)