Online Banking

Discussion List

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  NYSaves 529 Online Account Setup FINALLY Working In Quicken!

  Closed Misterbill 220 views 4 comments 0 points Most recent by Quicken Anja January 23Download, Add/Update Accounts (Windows)
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  RESOLVED 1/22/26 Multiple Banks - OFX (Direct Connect) connection issues (delayed)

  Quicken Janean 2K 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 896 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 60 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 28 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 14 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 88 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 202 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 330 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 16 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 87 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 46 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 98 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 163 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 96 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 628 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 1.1K 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 54 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 488 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 5 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 27 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 212 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 92 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 124 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 53 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 182 views 8 comments 0 points Most recent by Quicken Alyssa January 20Errors and Troubleshooting (Windows)