Online Banking

Discussion List

• 
  Missing transactions in Fidelity IRA and brokerage accounts (QWin)

  Closed System 42 views 2 comments 0 points Most recent by Quicken Kristina October 2025Investing (Windows)
• 
  Quicken downloads from Nordstrom failing with cc-601 error

  Closed AbeK 74 views 5 comments 0 points Most recent by gevalt October 2025Download, Add/Update Accounts (Windows)
• 
  Web Connect missing some USAA transactions.

  Closed A Hill 18 views 2 comments 0 points Most recent by Quicken Kristina October 2025Registers & Transactions (Windows)
• 
  USAA and Fidelity no longer work to download transactions in Quicken Classic

  Closed swansonwj 35 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Errors and Troubleshooting (Windows)
• 
  Wells Fargo CC accounts not updating

  Closed GlennD 26 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Errors and Troubleshooting (Windows)
• 
  Having trouble syncing 3 Fidelity accounts with Quicken

  Closed System 124 views 4 comments 0 points Most recent by Movie Nut October 2025Download, Add/Update Accounts (Windows)
• 
  Why am I getting this message when automatically converting to the new Fidelity connection method?

  Answered Closed Bhopl 73 views 2 comments 0 points Most recent by JimB54 October 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity Changes to your connected services in Quicken

  Closed Ethan1991 541 views 4 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
• 
  Investments Online Banking Windows BofA Unable To Verify Financial Institution

  Closed briancmetcalf 253 views 7 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
• 
  Missing Schwab transactions

  Closed KenJ29 23 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 73 views 4 comments 0 points Most recent by wwallyz October 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity Investment Update Incorrect beginning 8/28/25

  Answered Closed Nozgroup 282 views 9 comments 1 point Most recent by Quicken Kristina October 2025Errors and Troubleshooting (Windows)
• 
  EWC+ Transfers from Merrill Lynch Investments to BOA Not Downloading

  Closed Dan13 54 views 5 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
• 
  USAA Checking will not connect

  Closed jschumann888 40 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity accounts with multipile Quicken files - reset needed?

  Answered Closed markswot 81 views 1 comment 1 point Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity HSA Missing Transactions

  Closed System 29 views 3 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
• 
  Franklin Templeton Investment download failure

  Answered Closed joecomm 808 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 66 views 4 comments 0 points Most recent by q_lurker October 2025Investing (Windows)
• 
  Quicken Fidelity communication change download issues

  Closed rayseidlinger 219 views 10 comments 0 points Most recent by Quicken Anja October 2025Download, Add/Update Accounts (Windows)