Online Banking

Discussion List

• 
  Unable to link a Line of Credit (credit card acct) to a checking acct

  Closed 330ScottO 31 views 2 comments 0 points Most recent by Quicken Anja November 2025Download, Add/Update Accounts (Windows)
• 
  New Fidelity Connection Method - Service Unavailable message [Edited]

  Answered Closed CharlieG 1.5K views 40 comments 2 points Most recent by smess November 2025Download, Add/Update Accounts (Windows)
• 
  CC-506 error on all JP Morgan accounts

  Closed System 119 views 8 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
• 
  Unavailable downloads, multiple accounts

  Closed kaganrj 84 views 4 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
• 
  During Fidelity Download, PREVIOUSLY entered transactions are lost

  Closed rwaynerogers 154 views 7 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
• 
  Incomplete/incorrect information downloading from ScotiaMcleod

  Closed System 24 views 2 comments 0 points Most recent by Quicken Kristina November 2025All Things Canadian (Mac)
• 
  Downloading Fidelity Brokerage accounts

  Closed Cathy Diotte Scott 700 views 13 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
• 
  BNY Mellon not downloading since saturday

  Closed misterconcrete 963 views 30 comments 0 points Most recent by Quicken Anja November 2025Errors and Troubleshooting (Windows)
• 
  Download window blank after updating prices from Fidelity

  Closed EvDob 171 views 11 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
• 
  I lost years of credit card data when I replaced a hacked Fidelity/Elan card

  Answered ✓ Closed b.heslin 69 views 4 comments 0 points Most recent by b.heslin November 2025Download, Add/Update Accounts (Windows)
• 
  one step update summary not showing what account was updated [Edited]

  Closed rmartin39md 77 views 3 comments 0 points Most recent by Quicken Kristina November 2025Errors and Troubleshooting (Windows)
• 
  Errors during One Step Update - transactions posted to incorrect accounts

  Closed chuckfoster 109 views 3 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
• 
  Update tries to reauthorize a long closed Fidelity account after EWC+ cut over

  Closed ct89 235 views 7 comments 0 points Most recent by Quicken Alyssa November 2025Errors and Troubleshooting (Windows)
• 
  OL-301 Error

  Closed System 29 views 2 comments 0 points Most recent by Quicken Alyssa November 2025Errors and Troubleshooting (Windows)
• 
  OL-301 A error Truist

  Closed lwv 68 views 1 comment 0 points Most recent by Quicken Alyssa November 2025Errors and Troubleshooting (Windows)
• 
  Fidelity transaction sign errors

  Closed EvDob 296 views 10 comments 0 points Most recent by Quicken Kristina November 2025Errors and Troubleshooting (Windows)
• 
  Any support for downloading from Webull?

  Answered Closed MichaelCortese 147 views 1 comment 1 point Most recent by Quicken Alyssa November 2025Download, Add/Update Accounts (Windows)
• 
  Can't Connect to Fidelity

  Closed CPFinance$ 253 views 3 comments 0 points Most recent by Quicken Alyssa November 2025Download, Add/Update Accounts (Windows)
• 
  Can you have 2 copies of Quicken use EWC+ on same institution?

  Closed qudtp 226 views 10 comments 0 points Most recent by Chris_QPW November 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity account will not download sale of FZDXX when sold

  Closed Dennis Nelson 117 views 4 comments 0 points Most recent by Quicken Alyssa November 2025Investing (Windows)
• 
  Fidelity Add-on to Known Issues

  Closed David J. Carlson 154 views 5 comments 0 points Most recent by Quicken Alyssa November 2025Download, Add/Update Accounts (Windows)