Online Banking

Discussion List

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  Missing transactions in Fidelity IRA and brokerage accounts (QWin)

  Closed System 31 views 2 comments 0 points Most recent by Quicken Kristina October 2025Investing (Windows)
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  Quicken downloads from Nordstrom failing with cc-601 error

  Closed AbeK 61 views 5 comments 0 points Most recent by gevalt October 2025Download, Add/Update Accounts (Windows)
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  update progress window, include wheel progress indicator from main acct window

  Reviewed india just 2 views 0 comments 1 point Most recent by india just October 2025Product Enhancements
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  Web Connect missing some USAA transactions.

  Closed A Hill 11 views 2 comments 0 points Most recent by Quicken Kristina October 2025Registers & Transactions (Windows)
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  USAA and Fidelity no longer work to download transactions in Quicken Classic

  Closed swansonwj 33 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Errors and Troubleshooting (Windows)
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  Wells Fargo CC accounts not updating

  Closed GlennD 22 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Errors and Troubleshooting (Windows)
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  When I update my Fidelity accounts, all my accounts' Online Balance is $0.00. Why?

  Answered Closed mverzola 339 views 11 comments 0 points Most recent by Quicken Alyssa October 2025Registers & Transactions (Mac)
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  Having trouble syncing 3 Fidelity accounts with Quicken

  Closed System 125 views 4 comments 0 points Most recent by Movie Nut October 2025Download, Add/Update Accounts (Windows)
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  how to manage fidelity update wrt incorrect cash balance and doubled fund holdings

  Answered Closed phil 52 views 1 comment 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Mac)
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  Why am I getting this message when automatically converting to the new Fidelity connection method?

  Answered Closed Bhopl 65 views 2 comments 0 points Most recent by JimB54 October 2025Download, Add/Update Accounts (Windows)
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  Fidelity Changes to your connected services in Quicken

  Closed Ethan1991 515 views 4 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Investments Online Banking Windows BofA Unable To Verify Financial Institution

  Closed briancmetcalf 227 views 7 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Missing Schwab transactions

  Closed KenJ29 14 views 1 comment 0 points Most recent by Quicken Anja October 2025Download, Add/Update Accounts (Windows)
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  Express Web Connect + hanging up during account connection

  Closed wwallyz 56 views 4 comments 0 points Most recent by wwallyz October 2025Download, Add/Update Accounts (Windows)
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  Principal Financial 401K account added successfully, but the amount is DOUBLED

  Answered Closed jc999 157 views 5 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Mac)
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  Quicken keeps insisting my balance at Fidelity is off by my exact balance.

  Closed Maria52Girgis 181 views 7 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Mac)
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  Fidelity Investment Update Incorrect beginning 8/28/25

  Answered Closed Nozgroup 251 views 9 comments 1 point Most recent by Quicken Kristina October 2025Errors and Troubleshooting (Windows)
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  EWC+ Transfers from Merrill Lynch Investments to BOA Not Downloading

  Closed Dan13 45 views 5 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Fidelity not downloading correctly

  Closed CPgrandma 72 views 3 comments 0 points Most recent by Quicken Anja October 2025Errors and Troubleshooting (Mac)
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  Anyone else having issues with updating Fidelity today?

  Answered Closed SCPat 471 views 21 comments 0 points Most recent by Quicken Anja October 2025Errors and Troubleshooting (Mac)
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  USAA Checking will not connect

  Closed jschumann888 34 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  BOA Download

  Closed sulliep 21 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Mac)
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  Fidelity accounts with multipile Quicken files - reset needed?

  Answered Closed markswot 74 views 1 comment 1 point Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  Fidelity - duplicate assets following some 401k asset swaps

  Closed pcd 22 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Errors and Troubleshooting (Mac)
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  Fidelity HSA Missing Transactions

  Closed System 22 views 3 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  Franklin Templeton Investment download failure

  Answered Closed joecomm 680 views 22 comments 0 points Most recent by Dennis@1 October 2025Errors and Troubleshooting (Windows)
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  Quicken mis-interpreting Broker Shares in One Step Update

  Answered Closed bw2 52 views 4 comments 0 points Most recent by q_lurker October 2025Investing (Windows)
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  Citi Credit Card Transactions Download

  Answered Closed jjrichards 23 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Mac)
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  Unable to Add Gemini Credit Card

  Closed tracesva 146 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Registers & Transactions (Mac)