Online Banking

Discussion List

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  NetXInvestor / Pershing 0L-297-A - Intermittent errors since December 2024

  Closed kenlevy 131 views 1 comment 0 points Most recent by Quicken Jasmine February 26Download, Add/Update Accounts (Windows)
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  OneStep update unreliable especially for brokerage accounts

  Closed SteveK2021 41 views 2 comments 0 points Most recent by Quicken Jasmine February 26Download, Add/Update Accounts (Windows)
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  Citi Double Cash card - why "Sign in to Citi Cards bank failed. Try again." Still????

  Closed JF73 141 views 5 comments 0 points Most recent by Quicken Kristina February 25Download, Add/Update Accounts (Windows)
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  CLOSED 2/25/25 Computershare - $0 Balance when Adding Investment Account

  Closed Quicken Anja 171 views 2 comments 0 points Most recent by Quicken Kristina February 25Alerts, Online Banking & Known Product Issues
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  0L-295-A Error when trying to connect Quicken Classic Business & Personal to First Hawaiian Bank

  Closed JDA_OGG 11 views 1 comment 0 points Most recent by Quicken Jasmine February 25Download, Add/Update Accounts (Windows)
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  Online Balance - Reconciling is Frustrating

  Answered Closed gambit.xmn 31 views 2 comments 0 points Most recent by NotACPA February 25Errors and Troubleshooting (Windows)
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  When will Quicken fix the Opening Balance issue?

  Closed mjonis 61 views 5 comments 1 point Most recent by ISFBob February 25Download, Add/Update Accounts (Windows)
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  Quicken Loans (aka Rocket Mortgage) No longer showing up as option to add account?

  Answered Closed sseek 121 views 2 comments 0 points Most recent by q_lurker February 25Errors and Troubleshooting (Windows)
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  Bask Bank Error FDP-176

  Closed sackboydad7669 31 views 1 comment 0 points Most recent by Quicken Anja February 25Errors and Troubleshooting (Mac)
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  Vanguard OL-297-A all day

  Closed sfrolls01 191 views 8 comments 0 points Most recent by sfrolls01 February 25Errors and Troubleshooting (Windows)
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  Not able to connect to Rocket Mortgage in Quicken

  Closed chartley3 183 views 1 comment 0 points Most recent by Quicken Anja February 25Download, Add/Update Accounts (Windows)
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  non-Vanguard accounts are disconnected in Quicken

  Answered Closed Pacoinconn 81 views 4 comments 0 points Most recent by Pacoinconn February 24Errors and Troubleshooting (Windows)
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  Investor360 downloads not working for me still (Quicken Mac)

  Closed Bennett S 31 views 3 comments 0 points Most recent by Quicken Kristina February 24Errors and Troubleshooting (Mac)
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  Help->Contact Support->log files tries to lauch a web page and fails. Is there a fix?

  Answered Closed Greg_Huntzinger 31 views 2 comments 0 points Most recent by Greg_Huntzinger February 24Errors and Troubleshooting (Windows)
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  Merged: Vanguard change blocking downloads since February 20, 2025

  Closed K. 11 views 0 comments 0 points Started by K. February 24 Download, Add/Update Accounts (Mac)
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  Trouble with TD Bank connection

  Closed AnthonyS 941 views 12 comments 1 point Most recent by Quicken Kristina February 24Errors and Troubleshooting (Windows)
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  USAA Checking downloads but doesn't show on Accounts list

  Answered Closed HHObregon 21 views 2 comments 0 points Most recent by Quicken Jasmine February 24Download, Add/Update Accounts (Windows)
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  Merged: OL-295-A error

  Closed Bertilak 31 views 0 comments 0 points Most recent by AndrewQ February 24Errors and Troubleshooting (Windows)
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  Vanguard Direct Connect Not Working -- Accounts No longer Recognized

  Closed markberlind 521 views 9 comments 1 point Most recent by William J February 23Download, Add/Update Accounts (Windows)
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  Fidelity Transactions Not Downloading

  Closed slips 271 views 2 comments 1 point Most recent by Boatnmaniac February 23Download, Add/Update Accounts (Mac)
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  Fidelity Balance Incorrect

  Closed System 11 views 2 comments 0 points Most recent by Quicken Jasmine February 23Download, Add/Update Accounts (Mac)
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  CC-501 error with Charles Schwab

  Closed rattytom 71 views 3 comments 0 points Most recent by Quicken Kristina February 23Errors and Troubleshooting (Windows)
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  Issues since last update to R61.20

  Closed Tiberius675 111 views 2 comments 0 points Most recent by mshiggins February 23Errors and Troubleshooting (Windows)
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  Is it possible to use Express Web Connect from Canadian Quicken to US bank?

  Answered Closed skr 101 views 5 comments 0 points Most recent by Chris_QPW February 22All Things Canadian (Windows)
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  Merged: Unable to Connect to Vanguard Accounts - Quicken Classic Windows 10

  Closed jmurrdog 1 view 0 comments 0 points Most recent by nerdindenial February 22Download, Add/Update Accounts (Windows)
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  CC-601 with Navy Federal Credit Union (NFCU)

  Closed dalehawaii 81 views 2 comments 0 points Most recent by Rick56 February 22Errors and Troubleshooting (Windows)
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  Amazon Synchrony

  Closed Regina@ 211 views 9 comments 0 points Most recent by Quicken Anja February 22Errors and Troubleshooting (Windows)
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  Quicken - Boeing Credit Union (BECU) Visa Downloads

  Closed dapplega 71 views 3 comments 0 points Most recent by Quicken Anja February 22Download, Add/Update Accounts (Windows)
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  Quicken modifies a transfer transaction when it is matched against the downloaded transaction

  Closed Snorkle 121 views 5 comments 0 points Most recent by Snorkle February 21Registers & Transactions (Windows)