Online Banking

Discussion List

• 
  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)
• 
  USAA credit card not showing after authentication

  Closed snowmp 81 views 12 comments 0 points Most recent by Wayne Tilley September 2025Download, Add/Update Accounts (Windows)
• 
  Account Balances don't match on Mac and Windows versions - Why?

  Closed wblack@wans.net 11 views 1 comment 0 points Most recent by Quicken Alyssa September 2025Installing and Updating (Mac)
• 
  Re-Authorize your bank, creates many duplicate transactions QWin & QMac

  Closed jsen215 761 views 22 comments 4 points Most recent by Quicken Alyssa September 2025Download, Add/Update Accounts (Windows)
• 
  New Fidelity reauthorization error I've never seen before

  Closed dhcernese 123 views 7 comments 0 points Most recent by Quicken Alyssa September 2025Download, Add/Update Accounts (Windows)
• 
  OL-297-A error link broken

  Closed NebularNovice 31 views 2 comments 0 points Most recent by NebularNovice September 2025Download, Add/Update Accounts (Windows)
• 
  My Fidelity connection date did not work correctly

  Answered Closed nuttika 122 views 11 comments 0 points Most recent by nuttika September 2025Errors and Troubleshooting (Windows)
• 
  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)
• 
  Updated to 8.3.2, can't connect to Fidelity, seeing duplicate accounts and incorrect balances

  Closed System 41 views 2 comments 0 points Most recent by Quicken Alyssa September 2025Investing (Mac)
• 
  Entries made with One Step Updates disappearing

  Answered ✓ Closed BigTem 181 views 13 comments 0 points Most recent by Quicken Alyssa September 2025Download, Add/Update Accounts (Windows)
• 
  Duplicate transactions from Fidelity (QMac)

  Closed System 112 views 9 comments 0 points Most recent by Quicken Kristina September 2025Download, Add/Update Accounts (Mac)
• 
  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)
• 
  MidFirst Bank - unable to connect/download transactions

  Closed davery777 322 views 19 comments 0 points Most recent by davery777 September 2025Download, Add/Update Accounts (Windows)
• 
  Wrong/Missing Account Type For Newly Added Fidelity 401k Account

  Closed cyberphile 122 views 4 comments 0 points Most recent by EvDob September 2025Errors and Troubleshooting (Windows)
• 
  Fidelity connection - transactions not downloading [Edited]

  Closed apes 381 views 7 comments 1 point Most recent by Partzhead September 2025Download, Add/Update Accounts (Windows)
• 
  Quicken R64.25 is not getting correct Cash Balance for Fidelity accounts w/ EWC+

  Closed leishirsute 992 views 32 comments 1 point Most recent by Quicken Kristina September 2025Download, Add/Update Accounts (Windows)
• 
  Quicken Disaster Today - Fidelity Account Mismatches

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

  Closed System 3 views 2 comments 0 points Most recent by Quicken Kristina September 2025Investing (Mac)
• 
  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)
• 
  new method direct connect to merrill lynch from quicken windows

  Closed Dennis Freeman 431 views 11 comments 0 points Most recent by Quicken Kristina September 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity accounts not updating and seeing "Fix It" prompts

  Closed System 83 views 4 comments 0 points Most recent by Quicken Kristina September 2025Download, Add/Update Accounts (Windows)
• 
  Venmo is having problems again

  Closed vandusensa 11 views 1 comment 0 points Most recent by Quicken Anja September 2025Download, Add/Update Accounts (Mac)
• 
  Fifth Third Credit Card account not found

  Closed E9F8G 11 views 1 comment 0 points Most recent by Quicken Anja September 2025Download, Add/Update Accounts (Windows)
• 
  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)
• 
  Bank of America Credit Card Downloads Posting to Wrong Account

  Closed System 31 views 2 comments 0 points Most recent by Quicken Alyssa September 2025Download, Add/Update Accounts (Windows)
• 
  Downloaded transactions from my bank, but they didn't show up in my quicken file

  Closed mikeirvan 41 views 1 comment 0 points Most recent by Quicken Anja September 2025Download, Add/Update Accounts (Windows)
• 
  Single Account Disappeared

  Closed Twincaman 21 views 1 comment 0 points Most recent by Quicken Alyssa September 2025Download, Add/Update Accounts (Windows)
• 
  Merrill lynch reauthorization message - keeps showing up for margin account

  Closed MG99 41 views 3 comments 0 points Most recent by Quicken Alyssa September 2025Errors and Troubleshooting (Windows)
• 
  Superfluous Financial Institution after Import Update to Fidelity

  Closed nsosdian 101 views 3 comments 0 points Most recent by Quicken Alyssa September 2025Download, Add/Update Accounts (Windows)