Online Banking

Discussion List

• 
  Why am I getting this message when automatically converting to the new Fidelity connection method?

  Answered Closed Bhopl 61 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 511 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 221 views 7 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
• 
  Missing Schwab transactions

  Closed KenJ29 11 views 1 comment 0 points Most recent by Quicken Anja October 2025Download, Add/Update Accounts (Windows)
• 
  Express Web Connect + hanging up during account connection

  Closed wwallyz 51 views 4 comments 0 points Most recent by wwallyz October 2025Download, Add/Update Accounts (Windows)
• 
  Principal Financial 401K account added successfully, but the amount is DOUBLED

  Answered Closed jc999 151 views 5 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Mac)
• 
  Quicken keeps insisting my balance at Fidelity is off by my exact balance.

  Closed Maria52Girgis 192 views 7 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Mac)
• 
  Fidelity Investment Update Incorrect beginning 8/28/25

  Answered Closed Nozgroup 252 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 41 views 5 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity not downloading correctly

  Closed CPgrandma 71 views 3 comments 0 points Most recent by Quicken Anja October 2025Errors and Troubleshooting (Mac)
• 
  Anyone else having issues with updating Fidelity today?

  Answered Closed SCPat 473 views 21 comments 0 points Most recent by Quicken Anja October 2025Errors and Troubleshooting (Mac)
• 
  USAA Checking will not connect

  Closed jschumann888 31 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
• 
  BOA Download

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

  Answered Closed markswot 71 views 1 comment 1 point Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity - duplicate assets following some 401k asset swaps

  Closed pcd 21 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Errors and Troubleshooting (Mac)
• 
  Fidelity HSA Missing Transactions

  Closed System 21 views 3 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
• 
  Franklin Templeton Investment download failure

  Answered Closed joecomm 701 views 22 comments 0 points Most recent by Dennis@1 October 2025Errors and Troubleshooting (Windows)
• 
  Quicken mis-interpreting Broker Shares in One Step Update

  Answered Closed bw2 51 views 4 comments 0 points Most recent by q_lurker October 2025Investing (Windows)
• 
  Citi Credit Card Transactions Download

  Answered Closed jjrichards 21 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Mac)
• 
  Unable to Add Gemini Credit Card

  Closed tracesva 141 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Registers & Transactions (Mac)
• 
  Quicken Fidelity communication change download issues

  Closed rayseidlinger 211 views 10 comments 0 points Most recent by Quicken Anja October 2025Download, Add/Update Accounts (Windows)
• 
  Unable to Add Chase Account

  Closed gtdownhillr 41 views 6 comments 0 points Most recent by Quicken Alyssa October 2025Errors and Troubleshooting (Windows)
• 
  Ticket # 11376942/CTP-11417 Nordstrom Credit Card

  Answered Closed Rick Schmitt 31 views 1 comment 0 points Most recent by Quicken Anja October 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity reauthorization process created duplicate accounts

  Closed crissnyder 161 views 2 comments 0 points Most recent by crissnyder October 2025Download, Add/Update Accounts (Windows)
• 
  Municipal Credit Union (NY) CC-503 error

  Closed hm3093 14 views 1 comment 0 points Most recent by Quicken Anja October 2025Download, Add/Update Accounts (Windows)
• 
  live oak error 2000

  Closed no one 1 view 1 comment 0 points Most recent by Quicken Anja October 2025Download, Add/Update Accounts (Mac)