Online Banking

Discussion List

• 
  New Fidelity Connection - Incorrect # of Shares/Missing Investment Accounts [WIN]

  Closed Marilyn Heidenfelder 5.7K views 120 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
• 
  What’s Going On Between Fidelity and Quicken?

  Closed Desiree 33.7K views 587 comments 4 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
• 
  zzz-Fidelity Updates

  Closed Gary R 49.4K views 1.3K comments 2 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
• 
  Unable to Import Old 401k Transactions from Principal or other Investment Accounts

  Closed whab 33 views 1 comment 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Mac)
• 
  Fidelity download failing

  Answered Closed dave.1234 44 views 2 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Mac)
• 
  Red Flags not going away with item in Online Center

  Closed marpler 21 views 2 comments 0 points Most recent by marpler October 2025Errors and Troubleshooting (Windows)
• 
  Fidelity Cash Management Account

  Closed LedgerLynx 373 views 6 comments 0 points Most recent by leishirsute October 2025Registers & Transactions (Mac)
• 
  Fidelity Reauthorization Loop

  Closed System 244 views 9 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
• 
  UPDATED 10/16/25 HealthEquity - CC-501/FDP-101

  Quicken Kristina 1.4K views 2 comments -1 point Most recent by Quicken Anja October 2025Alerts, Online Banking & Known Product Issues
• 
  Citi investment not working again

  Closed DesiArnez 33 views 2 comments 0 points Most recent by Quicken Alyssa October 2025Errors and Troubleshooting (Windows)
• 
  Wells Fargo transaction download

  Closed JTeter 51 views 3 comments 0 points Most recent by Quicken Anja October 2025Download, Add/Update Accounts (Windows)
• 
  Merged: Slow One Step Update after connecting Bank of America

  Closed System 31 views 0 comments 0 points Most recent by jkv1229 October 2025Download, Add/Update Accounts (Windows)
• 
  One Step Update Not Updating Investment Accounts

  Closed Dan13 98 views 3 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
• 
  Merrill Connection

  Closed dabel524 41 views 5 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Mac)
• 
  Unable to Activate One Step Update with Citibank Credit Card

  Closed joevincenzino 65 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
• 
  Bank of America / Merrill Issues

  Answered Closed Proidgy68 52 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
• 
  Chase CC Not Downloading

  Answered Closed dadentist 32 views 1 comment 0 points Most recent by Quicken Anja October 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity Reauthorization

  Closed VikingJSF 52 views 3 comments 0 points Most recent by jgharris7 October 2025Download, Add/Update Accounts (Windows)
• 
  Why does Axos Bank DC return $0.00 balance when using Quicken direct connect download

  Answered Closed Ed Mahoney 95 views 7 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity NetBenefits 401(k) is still downloading incorrect transactions

  Closed cyberphile 84 views 3 comments 0 points Most recent by Quicken Kristina October 2025Registers & Transactions (Windows)
• 
  Fidelity Transaction History Lost

  Answered Closed dougsankey 74 views 5 comments 0 points Most recent by Quicken Kristina October 2025Registers & Transactions (Mac)
• 
  PNC Transactions Not Downloading

  Answered ✓ Closed Edward819 148 views 3 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
• 
  Has anyone else been unable to transition Fidelity accounts?

  Answered Closed janeD 165 views 10 comments 0 points Most recent by Quicken Anja October 2025Download, Add/Update Accounts (Windows)
• 
  Davenport connection issue

  Closed mcmillanmail 64 views 6 comments 0 points Most recent by Quicken Anja October 2025Errors and Troubleshooting (Windows)
• 
  Space Coast Credit Union: FDP-106 (Mac)

  Closed breinert04 43 views 1 comment 0 points Most recent by Quicken Anja October 2025Errors and Troubleshooting (Mac)
• 
  OL-220-A Error for First Horizon Bank accounts

  Closed Donald Brooks 54 views 6 comments 0 points Most recent by Quicken Anja October 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity Migration in Quicken Classic

  Closed es114 307 views 17 comments 1 point Most recent by NotACPA October 2025Download, Add/Update Accounts (Windows)
• 
  TD Bank – Direct Connect Broken & Constant Reactivations Across Multiple Files (previous thread)

  Closed Gary Wnorowski 134 views 1 comment 1 point Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
• 
  Importing QFX files

  Answered ✓ Closed Rick Klock 158 views 3 comments 0 points Most recent by Quicken Kristina October 2025Errors and Troubleshooting (Mac)