Online Banking

Discussion List

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  Unable to link a Line of Credit (credit card acct) to a checking acct

  Closed 330ScottO 26 views 2 comments 0 points Most recent by Quicken Anja November 2025Download, Add/Update Accounts (Windows)
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  New Fidelity Connection Method - Service Unavailable message [Edited]

  Answered Closed CharlieG 1K views 40 comments 2 points Most recent by smess November 2025Download, Add/Update Accounts (Windows)
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  CC-506 error on all JP Morgan accounts

  Closed System 51 views 8 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
• 
  Unavailable downloads, multiple accounts

  Closed kaganrj 46 views 4 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  Fidelity new connection issue (Fidelity NetBenefits now gone)

  Closed Rick2022 877 views 20 comments 1 point Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Mac)
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  During Fidelity Download, PREVIOUSLY entered transactions are lost

  Closed rwaynerogers 85 views 7 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
• 
  Incomplete/incorrect information downloading from ScotiaMcleod

  Closed System 13 views 2 comments 0 points Most recent by Quicken Kristina November 2025All Things Canadian (Mac)
• 
  Fidelity Online Balance - includes investments values - can't reconcile

  Closed Carefree 1.1K views 66 comments 0 points Most recent by Brad L Vandermoon November 2025Download, Add/Update Accounts (Mac)
• 
  Downloading Fidelity Brokerage accounts

  Closed Cathy Diotte Scott 450 views 13 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  BNY Mellon not downloading since saturday

  Closed misterconcrete 574 views 30 comments 0 points Most recent by Quicken Anja November 2025Errors and Troubleshooting (Windows)
• 
  Bank of America Connection

  Closed System 189 views 17 comments 0 points Most recent by Quicken Anja November 2025Download, Add/Update Accounts (Mac)
• 
  Very slow update this morning

  Closed Perry Smith 200 views 12 comments 0 points Most recent by Quicken Anja November 2025Download, Add/Update Accounts (Mac)
• 
  Download window blank after updating prices from Fidelity

  Closed EvDob 82 views 11 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
• 
  I lost years of credit card data when I replaced a hacked Fidelity/Elan card

  Answered ✓ Closed b.heslin 34 views 4 comments 0 points Most recent by b.heslin November 2025Download, Add/Update Accounts (Windows)
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  one step update summary not showing what account was updated [Edited]

  Closed rmartin39md 43 views 3 comments 0 points Most recent by Quicken Kristina November 2025Errors and Troubleshooting (Windows)
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  Errors during One Step Update - transactions posted to incorrect accounts

  Closed chuckfoster 57 views 3 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
• 
  First Tech FCU

  Closed Nathan E 42 views 4 comments 0 points Most recent by Nathan E November 2025Errors and Troubleshooting (Mac)
• 
  Update tries to reauthorize a long closed Fidelity account after EWC+ cut over

  Closed ct89 144 views 7 comments 0 points Most recent by Quicken Alyssa November 2025Errors and Troubleshooting (Windows)
• 
  Fidelity securities duplicating

  Closed System 41 views 7 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Mac)
• 
  OL-301 Error

  Closed System 13 views 2 comments 0 points Most recent by Quicken Alyssa November 2025Errors and Troubleshooting (Windows)
• 
  OL-301 A error Truist

  Closed lwv 50 views 1 comment 0 points Most recent by Quicken Alyssa November 2025Errors and Troubleshooting (Windows)
• 
  Fidelity transaction sign errors

  Closed EvDob 146 views 10 comments 0 points Most recent by Quicken Kristina November 2025Errors and Troubleshooting (Windows)
• 
  Any support for downloading from Webull?

  Answered Closed MichaelCortese 59 views 1 comment 0 points Most recent by Quicken Alyssa November 2025Download, Add/Update Accounts (Windows)
• 
  Can't Connect to Fidelity

  Closed CPFinance$ 137 views 3 comments 0 points Most recent by Quicken Alyssa November 2025Download, Add/Update Accounts (Windows)
• 
  How to manage Paypal Credit? Manual download format changed; automatic downloads problematic.

  Closed KC Smythe 94 views 3 comments 1 point Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Mac)
• 
  Fidelity Incorrect Balances

  Closed System 54 views 4 comments 0 points Most recent by Quicken Alyssa November 2025Registers & Transactions (Mac)
• 
  Can you have 2 copies of Quicken use EWC+ on same institution?

  Closed qudtp 139 views 10 comments 0 points Most recent by Chris_QPW November 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity account will not download sale of FZDXX when sold

  Closed Dennis Nelson 83 views 4 comments 0 points Most recent by Quicken Alyssa November 2025Investing (Windows)
• 
  Fidelity Add-on to Known Issues

  Closed David J. Carlson 112 views 5 comments 0 points Most recent by Quicken Alyssa November 2025Download, Add/Update Accounts (Windows)
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  Morgan Stanley transactions are not downloading into Quicken for Mac

  Answered Closed jjrichards 28 views 1 comment 0 points Most recent by Quicken Alyssa November 2025Download, Add/Update Accounts (Mac)