Online Banking

Discussion List

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  My Fidelity connection date did not work correctly

  Answered Closed nuttika 151 views 11 comments 0 points Most recent by nuttika September 2025Errors and Troubleshooting (Windows)
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  Charles Schwab Transactions Will Not Download

  Closed TonyNapolitano 81 views 1 comment 0 points Most recent by Quicken Alyssa September 2025Download, Add/Update Accounts (Windows)
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  Updated to 8.3.2, can't connect to Fidelity, seeing duplicate accounts and incorrect balances

  Closed System 42 views 2 comments 0 points Most recent by Quicken Alyssa September 2025Investing (Mac)
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  Entries made with One Step Updates disappearing

  Answered ✓ Closed BigTem 193 views 13 comments 0 points Most recent by Quicken Alyssa September 2025Download, Add/Update Accounts (Windows)
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  CC-502 Elan Financial Services - Fidelity Credit Card Account

  Closed CaveCreek 32 views 2 comments 0 points Most recent by CaveCreek September 2025Download, Add/Update Accounts (Windows)
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  MidFirst Bank - unable to connect/download transactions

  Closed davery777 340 views 19 comments 0 points Most recent by davery777 September 2025Download, Add/Update Accounts (Windows)
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  Wrong/Missing Account Type For Newly Added Fidelity 401k Account

  Closed cyberphile 136 views 4 comments 0 points Most recent by EvDob September 2025Errors and Troubleshooting (Windows)
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  Fidelity connection - transactions not downloading [Edited]

  Closed apes 383 views 7 comments 1 point Most recent by Partzhead September 2025Download, Add/Update Accounts (Windows)
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  Quicken R64.25 is not getting correct Cash Balance for Fidelity accounts w/ EWC+

  Closed leishirsute 1K views 32 comments 1 point Most recent by Quicken Kristina September 2025Download, Add/Update Accounts (Windows)
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  Quicken Disaster Today - Fidelity Account Mismatches

  Closed GlennK 32 views 1 comment 0 points Most recent by Quicken Kristina September 2025Errors and Troubleshooting (Windows)
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  FZEXX shows the correct balance but the account now has a large negative balance

  Closed System 2 views 2 comments 0 points Most recent by Quicken Kristina September 2025Investing (Mac)
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  Fidelity accounts not recognized when connecting via Express Web Connect+

  Closed System 114 views 4 comments 0 points Most recent by Quicken Kristina September 2025Errors and Troubleshooting (Windows)
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  new method direct connect to merrill lynch from quicken windows

  Closed Dennis Freeman 498 views 11 comments 0 points Most recent by Quicken Kristina September 2025Download, Add/Update Accounts (Windows)
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  Fidelity accounts not updating and seeing "Fix It" prompts

  Closed System 85 views 4 comments 0 points Most recent by Quicken Kristina September 2025Download, Add/Update Accounts (Windows)
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  Fifth Third Credit Card account not found

  Closed E9F8G 14 views 1 comment 0 points Most recent by Quicken Anja September 2025Download, Add/Update Accounts (Windows)
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  Having to daily connect to bank since last update (MAC)

  Closed Kathi G 21 views 1 comment 0 points Most recent by Quicken Alyssa September 2025Errors and Troubleshooting (Mac)
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  Bank of America Credit Card Downloads Posting to Wrong Account

  Closed System 32 views 2 comments 0 points Most recent by Quicken Alyssa September 2025Download, Add/Update Accounts (Windows)
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  Downloaded transactions from my bank, but they didn't show up in my quicken file

  Closed mikeirvan 42 views 1 comment 0 points Most recent by Quicken Anja September 2025Download, Add/Update Accounts (Windows)
• 
  Single Account Disappeared

  Closed Twincaman 22 views 1 comment 0 points Most recent by Quicken Alyssa September 2025Download, Add/Update Accounts (Windows)
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  Merrill lynch reauthorization message - keeps showing up for margin account

  Closed MG99 42 views 3 comments 0 points Most recent by Quicken Alyssa September 2025Errors and Troubleshooting (Windows)
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  Superfluous Financial Institution after Import Update to Fidelity

  Closed nsosdian 103 views 3 comments 0 points Most recent by Quicken Alyssa September 2025Download, Add/Update Accounts (Windows)
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  CITbank Online connection issue FDP-106 - anyone else? [Edited]

  Answered Closed egghead 495 views 22 comments 1 point Most recent by Quicken Alyssa September 2025Errors and Troubleshooting (Mac)
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  Propose Automatic New or Matching Security in Investment Register

  Reviewed SeaStar 22 views 1 comment 1 point Most recent by Chris_QPW September 2025Investments
• 
  Errors with updating Fidelity Accounts CC-800

  Answered Closed eurogenes 62 views 1 comment 0 points Most recent by Quicken Anja September 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity Issues: AGAIN

  Closed smeisel1 562 views 10 comments 2 points Most recent by Quicken Alyssa September 2025Errors and Troubleshooting (Mac)
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  ONGOING TD Bank Issues (Ticket #11249819) – Not Resolved (6/7/25)

  Closed Wighty44 257 views 15 comments 0 points Most recent by Quicken Janean September 2025Errors and Troubleshooting (Windows)