Online Banking

Discussion List

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  Fidelity Options - Short Sales and Covered SHorts

  Closed rbridges01 31 views 2 comments 0 points Most recent by Warhawk October 2025Download, Add/Update Accounts (Windows)
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  Merged: Fidelity not handling 401(k) rebalancing transactions properly

  Closed BrittMayo 31 views 0 comments 1 point Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Fidelity EWC+ does not seem to add accounts that have linked cash accounts

  Closed leishirsute 51 views 3 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  For Fidelity Cash Management Account, market value is out of sync with the running balance

  Answered Closed jkyle 161 views 7 comments 1 point Most recent by Quicken Kristina October 2025Errors and Troubleshooting (Mac)
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  New Fidelity Connection - Incorrect # of Shares/Missing Investment Accounts [Mac]

  Answered Closed AFN 4K views 140 comments 1 point Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Mac)
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  New Fidelity Connection - Incorrect # of Shares/Missing Investment Accounts [WIN]

  Closed Marilyn Heidenfelder 5.8K views 120 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  What’s Going On Between Fidelity and Quicken?

  Closed Desiree 34.2K views 587 comments 4 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  zzz-Fidelity Updates

  Closed Gary R 49.9K views 1.3K comments 2 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Unable to Import Old 401k Transactions from Principal or other Investment Accounts

  Closed whab 32 views 1 comment 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Mac)
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  Fidelity download failing

  Answered Closed dave.1234 42 views 2 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Mac)
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  Red Flags not going away with item in Online Center

  Closed marpler 21 views 2 comments 0 points Most recent by marpler October 2025Errors and Troubleshooting (Windows)
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  Fidelity Cash Management Account

  Closed LedgerLynx 442 views 6 comments 0 points Most recent by leishirsute October 2025Registers & Transactions (Mac)
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  Fidelity Reauthorization Loop

  Closed System 251 views 9 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  UPDATED 10/16/25 HealthEquity - CC-501/FDP-101

  Quicken Kristina 1.5K views 2 comments -1 point Most recent by Quicken Anja October 2025Alerts, Online Banking & Known Product Issues
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  Citi investment not working again

  Closed DesiArnez 31 views 2 comments 0 points Most recent by Quicken Alyssa October 2025Errors and Troubleshooting (Windows)
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  Wells Fargo transaction download

  Closed JTeter 51 views 3 comments 0 points Most recent by Quicken Anja October 2025Download, Add/Update Accounts (Windows)
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  One Step Update Not Updating Investment Accounts

  Closed Dan13 102 views 3 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  Merrill Connection

  Closed dabel524 47 views 5 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Mac)
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  Unable to Activate One Step Update with Citibank Credit Card

  Closed joevincenzino 72 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  Bank of America / Merrill Issues

  Answered Closed Proidgy68 51 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  Chase CC Not Downloading

  Answered Closed dadentist 31 views 1 comment 0 points Most recent by Quicken Anja October 2025Download, Add/Update Accounts (Windows)
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  Fidelity download migration

  Answered Closed Wes Wolfertz 101 views 4 comments 0 points Most recent by unknown October 2025Errors and Troubleshooting (Mac)
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  Vanguard Cash Plus Quicken Classic Mac Does not Work

  Closed JMusername 33 views 2 comments 1 point Most recent by unknown October 2025Download, Add/Update Accounts (Mac)
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  Fidelity Reauthorization

  Closed VikingJSF 51 views 3 comments 0 points Most recent by jgharris7 October 2025Download, Add/Update Accounts (Windows)
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  Merged: Slow One Step Update after connecting Bank of America

  Closed System 31 views 0 comments 0 points Most recent by jkv1229 October 2025Download, Add/Update Accounts (Windows)
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  Why does Axos Bank DC return $0.00 balance when using Quicken direct connect download

  Answered Closed Ed Mahoney 91 views 7 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Fidelity NetBenefits 401(k) is still downloading incorrect transactions

  Closed cyberphile 91 views 3 comments 0 points Most recent by Quicken Kristina October 2025Registers & Transactions (Windows)
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  Fidelity Transaction History Lost

  Answered Closed dougsankey 71 views 5 comments 0 points Most recent by Quicken Kristina October 2025Registers & Transactions (Mac)
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  PNC Transactions Not Downloading

  Answered ✓ Closed Edward819 171 views 3 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  Has anyone else been unable to transition Fidelity accounts?

  Answered Closed janeD 181 views 10 comments 0 points Most recent by Quicken Anja October 2025Download, Add/Update Accounts (Windows)