Online Banking

Discussion List

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  Fidelity web-connect

  Closed rkr833 41 views 2 comments 0 points Most recent by NotACPA October 2025Errors and Troubleshooting (Windows)
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  Investment registers only show cash balance transaction instead of all transactions.

  Closed kurtkramer 32 views 1 comment 0 points Most recent by Quicken Kristina October 2025Registers & Transactions (Windows)
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  0 shares downloaded from Fidelity for 401k

  Closed hurwi 12 views 1 comment 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Mac)
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  Fidelity money market account after quicken classic premier connect update

  Closed dac987 23 views 1 comment 0 points Most recent by Quicken Kristina October 2025Investing (Windows)
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  Windows Quicken Classic VR64.35 Connecting to USAA

  Answered Closed Tennyanky 22 views 1 comment 0 points Most recent by Quicken Anja October 2025Download, Add/Update Accounts (Windows)
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  Ongoing Errors with One Step Update and DCU

  Answered Closed AF Grant 21 views 1 comment 0 points Most recent by Quicken Anja October 2025Download, Add/Update Accounts (Windows)
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  Fifth Third Bank OL-293-A error

  Closed twarner1 1.1K views 48 comments 1 point Most recent by BSJ October 2025Download, Add/Update Accounts (Windows)
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  UBS Credit Card

  Answered Closed scottvehslage 81 views 1 comment 0 points Most recent by Quicken Anja October 2025Download, Add/Update Accounts (Windows)
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  One Step Update US Bank

  Answered Closed goodswak 21 views 2 comments 0 points Most recent by NotACPA October 2025Download, Add/Update Accounts (Windows)
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  CC-505 error for Elan Financial Services this morning 10/18/2025

  Answered Closed leishirsute 1.4K views 61 comments 0 points Most recent by leishirsute October 2025Installing and Updating (Windows)
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  I keep getting a CC-506 error message on the Schwab accounts in my 2 Quicken files

  Answered Closed skiperu 61 views 3 comments 0 points Most recent by JeffConey October 2025Download, Add/Update Accounts (Windows)
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  Fidelity NetBenefits EWC+ download.

  Closed Ducati 31 views 1 comment 1 point Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  Will EWC+ allow selection by account of cash vs shares reporting? [Edited]

  Closed dpd 31 views 2 comments 0 points Most recent by w004 October 2025Errors and Troubleshooting (Windows)
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  Fidelity updates broken

  Answered Closed peteanderson 238 views 15 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  Fidelity Option Contracts

  Closed rbridges01 31 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Errors and Troubleshooting (Windows)
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  Osaic accounts connect but no amounts

  Answered Closed rfanning 31 views 3 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  I Keep Getting Reauthorization Requests Daily for Fidelity

  Closed Michael Winnick 41 views 2 comments 0 points Most recent by Quicken Anja October 2025Download, Add/Update Accounts (Windows)
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  Citibank Authorization

  Closed sjnelson 272 views 13 comments 1 point Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Mac)
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  Trouble connecting Synchrony Credit Cards

  Closed jtoolen 204 views 5 comments 1 point Most recent by Quicken Alyssa October 2025Errors and Troubleshooting (Windows)
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  Reauthorizing Accounts (Fidelity and Merrill Lynch)

  Answered Closed DCParker 111 views 7 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  Download Issues with Fidelity

  Closed System 21 views 2 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Mac)
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  I am having difficulty getting updates on my Fidelity balances. They keep asking me to re-authorize

  Answered Closed rdonovan 21 views 2 comments 0 points Most recent by Quicken Anja October 2025Download, Add/Update Accounts (Windows)
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  Unable to Setup/Download Credit Card Transactions from Elan Financial Services (Fidelity)

  Closed mschmidtro 161 views 12 comments 0 points Most recent by Bob. October 2025Download, Add/Update Accounts (Windows)
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  American Express Bank Ending Balance Incorrect and Keeps Increasing

  Closed micdif 61 views 6 comments 0 points Most recent by volvogirl October 2025Errors and Troubleshooting (Windows)
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  Attempting to connect Fidelity accounts causes other Fidelity accounts to be disconnected

  Closed System 121 views 5 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Alight 401k can't download transactions

  Closed jgleigh 92 views 5 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Mac)
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  Quicken not able to Verify a Bank of America Visa Card Transaction Download?

  Answered ✓ Closed Jeff76 81 views 5 comments 0 points Most recent by Jeff76 October 2025Errors and Troubleshooting (Windows)
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  Fidelity migration from Direct Connect to EWC+ questions

  Closed jersey42 51 views 2 comments 0 points Most recent by Quicken Anja October 2025Errors and Troubleshooting (Windows)
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  Midfirst Bank connection failing

  Closed cnaz 121 views 2 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  Fidelity Cash Balance Issue even after converting to SPAXX

  Closed TommyD3 231 views 3 comments 0 points Most recent by Quicken Alyssa October 2025Investing (Windows)