Online Banking

Discussion List

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  Fidelity download share balance error

  Closed Bob@45 117 views 10 comments 0 points Most recent by Bob@45 November 2025Download, Add/Update Accounts (Windows)
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  Continual Duplicate Transactions after FIdelity Connection Update

  Answered Closed lavoce2011 66 views 4 comments 0 points Most recent by Quicken Alyssa November 2025Download, Add/Update Accounts (Mac)
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  I am not able to connect to Peak Credit Union. A new domain as of 9/15/25.

  Closed Daddio25 277 views 16 comments 0 points Most recent by Quicken Anja November 2025Download, Add/Update Accounts (Windows)
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  Quicken does not download transactions from Fidelity

  Closed Smokey7422 215 views 9 comments 0 points Most recent by stade November 2025Download, Add/Update Accounts (Windows)
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  Kohl's Card Not Connecting/Downloading

  Closed AJ_Kohn 14 views 3 comments 0 points Most recent by Quicken Alyssa November 2025Download, Add/Update Accounts (Windows)
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  National Bank of Canada, Tangerine Canada not Connecting Quicken Connect

  Closed Gilles9 1.4K views 53 comments 0 points Most recent by Sportster November 2025Download, Add/Update Accounts (Mac)
• 
  Re: Quicken updating with incorrect stock quotes

  Closed mxbishop 27 views 1 comment 1 point Most recent by Quicken Alyssa November 2025Download, Add/Update Accounts (Windows)
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  After Rebalancing 401k, Quicken displaying Incorrect Account Balance

  Closed David Green 120 views 8 comments 0 points Most recent by EvDob November 2025Download, Add/Update Accounts (Windows)
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  Fidelity Investments - Dividend transactions for Foreign Stocks are not being automatically recorded

  Closed pcg_quick 627 views 40 comments 1 point Most recent by Chris_QPW November 2025Investing (Windows)
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  Placeholder transactions being added

  Closed Perry Smith 173 views 14 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Mac)
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  Cannot connect to Edward Jones charge card

  Closed William Heise 22 views 1 comment 0 points Most recent by Quicken Alyssa November 2025Errors and Troubleshooting (Windows)
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  OL-292-B Interactive Brokers

  Closed cfo175 152 views 11 comments 0 points Most recent by cfo175 November 2025Errors and Troubleshooting (Windows)
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  Everbank Not Connecting ... Still

  Closed Doug 86 views 1 comment 0 points Most recent by Quicken Alyssa November 2025Errors and Troubleshooting (Windows)
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  Continuing problems with latest update for connection to Fidelity

  Closed OTTBMom 616 views 14 comments 1 point Most recent by OTTBMom November 2025Download, Add/Update Accounts (Windows)
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  FDP-101 Scotiabank

  Answered Closed Nappy2 15 views 3 comments 0 points Most recent by crazyal November 2025All Things Canadian (Mac)
• 
  FDP-109 PayPal

  Closed System 42 views 6 comments 0 points Most recent by Quicken Alyssa November 2025Errors and Troubleshooting (Mac)
• 
  Online Center Contact Info - Greyed Out

  Closed System 73 views 11 comments 0 points Most recent by Quicken Alyssa November 2025Download, Add/Update Accounts (Windows)
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  PayPal downloading double entries for credit card transactions

  Closed System 35 views 5 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Mac)
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  Fidelity not updating

  Closed sycamore1234 172 views 10 comments 0 points Most recent by Quicken Alyssa November 2025Errors and Troubleshooting (Mac)
• 
  fidelity investments accounts still showing shares held instead of cash

  Answered Closed rayseidlinger 126 views 11 comments 0 points Most recent by Quicken Kristina November 2025Registers & Transactions (Windows)
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  Wells Fargo Account Lost Online Access

  Closed Steve1939 39 views 1 comment 0 points Most recent by Quicken Alyssa November 2025Download, Add/Update Accounts (Windows)
• 
  Connecting to Service Credit Union after 21 October 2025

  Answered Closed David Stempnakowski 336 views 9 comments 1 point Most recent by David Stempnakowski November 2025Download, Add/Update Accounts (Mac)
• 
  Contact Info links greyed out in R64.35 but not R64.30

  Closed cyberphile 162 views 12 comments 0 points Most recent by cyberphile November 2025Installing and Updating (Windows)
• 
  Current Fidelity Instructions

  Answered Closed Bob@45 299 views 9 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
• 
  zzz-fidelity account appeared after migration [Edited]

  Closed aboxbaum 94 views 3 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity Investments

  Closed Sparky8652 36 views 3 comments 0 points Most recent by Quicken Anja November 2025Download, Add/Update Accounts (Mac)
• 
  (***HELP MODS***) Account connection issue (another random error that just popped out of no where)

  Closed Adience 84 views 5 comments 0 points Most recent by Quicken Kristina November 2025Errors and Troubleshooting (Windows)
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  Fidelity non-qualified plan fund sales downloaded as withdrawals and missing info

  Closed System 13 views 2 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  Fidelity NetBenefits transaction posted to Janus account

  Closed System 13 views 2 comments 0 points Most recent by Quicken Kristina November 2025Errors and Troubleshooting (Windows)
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  Fidelity Transactions Still Not Downloading

  Closed rbridges01 817 views 19 comments 1 point Most recent by Woodsey November 2025Download, Add/Update Accounts (Windows)