Online Banking

Discussion List

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  Everbank connection issues again

  Closed maxyang 221 views 5 comments 1 point Most recent by Quicken Alyssa December 2025Download, Add/Update Accounts (Mac)
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  CSV import: AKA, a Fidelity workaround for now

  Closed John QW 641 views 9 comments 1 point Most recent by Chris_QPW December 2025Download, Add/Update Accounts (Windows)
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  Oriental Bank of Puerto Rico -Updated Data Not Downloading

  Closed LatinNYWill 11 views 3 comments 0 points Most recent by Quicken Alyssa December 2025Errors and Troubleshooting (Mac)
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  connect to alpaca.markets

  Closed e_k 11 views 3 comments 1 point Most recent by Quicken Anja December 2025Investing (Windows)
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  Continuing issues with Ameris Bank (Atlanta GA)

  Answered Closed mparrott82 101 views 5 comments 1 point Most recent by Quicken Anja December 2025Download, Add/Update Accounts (Windows)
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  CC-508 Error Message

  Answered Closed KM7516 43 views 7 comments 0 points Most recent by Quicken Alyssa December 2025Download, Add/Update Accounts (Windows)
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  CC-501 SSFCU

  Closed System 21 views 2 comments 0 points Most recent by Quicken Alyssa December 2025Errors and Troubleshooting (Windows)
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  Intermittent Citi Cards OL-301-A error

  Closed ErikO 11 views 3 comments 0 points Most recent by Quicken Anja December 2025Download, Add/Update Accounts (Windows)
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  Reauthorizing issues

  Closed Berko 21 views 3 comments 0 points Most recent by Quicken Anja December 2025Errors and Troubleshooting (Windows)
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  Started getting "An Error Has Occurred" when downloading from Baird brokerage

  Closed JAF 52 views 8 comments 0 points Most recent by JAF December 2025Errors and Troubleshooting (Windows)
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  My error please ignore

  Closed Jeff Bean 11 views 1 comment 0 points Most recent by Quicken Alyssa December 2025Download, Add/Update Accounts (Windows)
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  Fidelity not downloading transactions

  Closed Ghawkeswood 311 views 15 comments 0 points Most recent by 12Fairmount+ December 2025Download, Add/Update Accounts (Windows)
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  Fidelity Investments - linked checking account not updating [Edited]

  Answered Closed A good dane 61 views 1 comment 0 points Most recent by recursor1 December 2025Download, Add/Update Accounts (Windows)
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  Fidelity Transactions not downloading to Quicken Classic on Windows

  Closed will66pu 1.8K views 41 comments 1 point Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
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  PNC - Quicken Direct Connect still not working as of 11/28/2025?

  Closed sycamore1234 271 views 8 comments 0 points Most recent by Quicken Kristina December 2025Errors and Troubleshooting (Mac)
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  LL Bean

  Closed Stan Krzesinski 11 views 2 comments 0 points Most recent by GeoffG December 2025Download, Add/Update Accounts (Windows)
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  Fidelity NetBenefits totals are off

  Closed aardvarker 411 views 24 comments 1 point Most recent by Quicken Kristina December 2025Errors and Troubleshooting (Mac)
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  Nordstrom transactions in account reversed

  Closed mwillmon1 161 views 13 comments 0 points Most recent by UKR December 2025Errors and Troubleshooting (Windows)
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  Nationwide Retirement Solutions - FDP-102

  Closed System 31 views 4 comments 0 points Most recent by Quicken Anja December 2025Errors and Troubleshooting (Mac)
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  CC-601 for BECU (Boeing Employees CU)

  Closed GermanBlueRam 51 views 5 comments 0 points Most recent by Quicken Anja December 2025Errors and Troubleshooting (Windows)
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  Problem downloading bank data by way of a QFX file.

  Answered Closed scottmartin485 111 views 1 comment 0 points Most recent by Quicken Alyssa December 2025Download, Add/Update Accounts (Windows)
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  Red flag indicating transactions available with no transactions

  Answered Closed unosan 52 views 3 comments 0 points Most recent by Quicken Alyssa December 2025Download, Add/Update Accounts (Windows)
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  Target National Bank - FDP-163 error

  Closed Mike Casillas 351 views 24 comments 2 points Most recent by markwirth1 December 2025Download, Add/Update Accounts (Mac)
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  Oriental Bank not downloading

  Closed LatinNYWill 11 views 1 comment 0 points Most recent by Quicken Kristina December 2025Errors and Troubleshooting (Mac)
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  Quicken keeps needing to confirm if one Fidelity holding is new or existing

  Closed System 21 views 2 comments 0 points Most recent by Quicken Kristina December 2025Errors and Troubleshooting (Windows)
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  Two Fidelity 401k Accounts - Two different Login

  Closed rmatz 121 views 3 comments 0 points Most recent by Quicken Alyssa December 2025Download, Add/Update Accounts (Mac)
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  Unable to download transactions from Edward Jones for the last 3 days starting 10/14/2025

  Closed Phardy 81 views 6 comments 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
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  Receiving limited downloads from PNC

  Closed Brit5416 1 view 1 comment 0 points Most recent by Quicken Alyssa December 2025Download, Add/Update Accounts (Windows)
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  Multiple data files clash over Fidelity account tokens

  Closed AZ66 81 views 8 comments 0 points Most recent by Boatnmaniac December 2025Errors and Troubleshooting (Windows)
• 
  Fidelity cash management account

  Answered Closed JoshFla 161 views 7 comments 0 points Most recent by utexex79@ November 2025Download, Add/Update Accounts (Windows)