Online Banking

Discussion List

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  Cannot connect to HealthEquity (FDP-101)

  Closed horvatsa 1.7K views 30 comments 0 points Most recent by Francois November 2025Errors and Troubleshooting (Mac)
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  Fidelity Investments not Updating after all the "Fixes"

  Closed nullsetzero 382 views 11 comments 0 points Most recent by Quicken Kristina November 2025Investing (Windows)
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  Unable to Add Schwab Retirement Services Account

  Answered Closed GlenL 31 views 2 comments 0 points Most recent by Quicken Anja November 2025Download, Add/Update Accounts (Windows)
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  2FA with E*trade Not Working (Two Factor Authorization with E*Trade)

  Closed James J 171 views 11 comments 0 points Most recent by Quicken Alyssa November 2025Errors and Troubleshooting (Windows)
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  Download issue with Fidelity -

  Answered Closed skier1226 82 views 6 comments 0 points Most recent by Quicken Anja November 2025Download, Add/Update Accounts (Windows)
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  Are there any Quicken Check Pay restrictions or limitations?

  Answered Closed NJS 41 views 4 comments 0 points Most recent by Quicken Kristina November 2025Paying Bills, Online Billers & Reminders (Windows)
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  Merged: When will PNC Direct Connect Be Fixed!?

  Closed jcsanders 1 view 0 comments 0 points Most recent by jcsanders November 2025Download, Add/Update Accounts (Windows)
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  Cannot connect to Wells Fargo for account access anymore

  Answered Closed JeffreyC 72 views 2 comments 0 points Most recent by Quicken Alyssa November 2025Download, Add/Update Accounts (Windows)
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  When will there be a fix for the CC-506 error when downloading transactions from Schwab?

  Answered Closed JeffConey 322 views 20 comments 0 points Most recent by Quicken Anja November 2025Download, Add/Update Accounts (Windows)
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  Exchangein Issue and drop in a very large amount shown by Quicken of my 401K account

  Closed Mathew 21 views 2 comments 0 points Most recent by Mathew November 2025Errors and Troubleshooting (Windows)
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  CC-501: AMEX and Chase

  Closed Sparksnorthern 133 views 12 comments 0 points Most recent by Quicken Alyssa November 2025Download, Add/Update Accounts (Windows)
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  Firstbank of Colorado FDP-6000

  Answered Closed DFanelli 11 views 1 comment 0 points Most recent by Quicken Alyssa November 2025Errors and Troubleshooting (Mac)
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  OL-297 error with PNC

  Closed System 41 views 6 comments 0 points Most recent by charlieo.Hemlock November 2025Download, Add/Update Accounts (Windows)
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  TD Bank Downloads Fail

  Closed knute97 71 views 6 comments 1 point Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  Inaccurate Downloads

  Closed Kent Kester 11 views 3 comments 0 points Most recent by NotACPA November 2025Download, Add/Update Accounts (Windows)
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  TD Bank Direct Connect silently failing to download new transactions

  Closed System 162 views 15 comments 0 points Most recent by rush1967 November 2025Download, Add/Update Accounts (Windows)
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  Mission Federal Credit Union- Duplicate transactions

  Closed PJ116 31 views 6 comments 0 points Most recent by UKR November 2025Download, Add/Update Accounts (Windows)
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  Migrated Fidelity to new connection and now have duplicate accounts [Edited]

  Answered Closed Franklin S. 361 views 18 comments -1 point Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  BECU OL-294-A error Again

  Closed rdschmid 41 views 1 comment 0 points Most recent by Quicken Anja November 2025Download, Add/Update Accounts (Windows)
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  Trouble Managing Two Bank of America Logins and Missing Target Red Card Downloads

  Closed System 41 views 5 comments 0 points Most recent by Misterbill November 2025Download, Add/Update Accounts (Mac)
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  Edward Jones D/L throwing a OL-301-A error

  Closed dccrens 21 views 3 comments 0 points Most recent by Quicken Anja November 2025Errors and Troubleshooting (Windows)
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  Fidelity Cash linked account not downloading changes in account

  Closed cchinckley9 11 views 1 comment 0 points Most recent by Quicken Kristina November 2025Investing (Windows)
• 
  Thank you Pablo G.

  Closed Leonard4411 31 views 1 comment 1 point Most recent by Quicken Kristina November 2025Errors and Troubleshooting (Windows)
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  Stock split pricing goes back 1 full year

  Answered Closed msgchef 101 views 5 comments 0 points Most recent by Jon November 2025Investing (Mac)
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  Duplicates Again (in Fidelity account)

  Closed es114 62 views 4 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  11/21/25 - Synchrony missing transactions

  Closed Brice Glende 11 views 1 comment 0 points Most recent by Quicken Anja November 2025Download, Add/Update Accounts (Windows)
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  Redwood Credit Union requires authentication every few days

  Closed Louis Block 41 views 7 comments 0 points Most recent by Louis Block November 2025Download, Add/Update Accounts (Mac)
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  I reauthorized my Fidelity Account multiple times but not getting the transactions

  Closed jcryanjr 41 views 5 comments 0 points Most recent by Quicken Alyssa November 2025Download, Add/Update Accounts (Windows)
• 
  Connect to Flagstar?

  Answered Closed SomebodyInGNV 41 views 3 comments 0 points Most recent by Quicken Anja November 2025Download, Add/Update Accounts (Windows)