Online Banking

Discussion List

• 
  Citi Wealth Investments unable to communicate with Quicken

  Answered ✓ Closed mefriedman678 4.2K views 114 comments 2 points Most recent by hjfcfonew April 2025Download, Add/Update Accounts (Windows)
• 
  Can't add new account

  Closed Robert Berman 72 views 3 comments 0 points Most recent by Quicken Anja April 2025Download, Add/Update Accounts (Windows)
• 
  Error CC-501

  Closed davemagaw 41 views 1 comment 0 points Most recent by Quicken Anja April 2025Errors and Troubleshooting (Windows)
• 
  E*Trade Download Error Code 16503

  Closed DCC1 41 views 5 comments 0 points Most recent by Quicken Jasmine April 2025Errors and Troubleshooting (Mac)
• 
  Unable to sync Bank of America personal and business accounts at the same time

  Answered Closed speedy240 31 views 2 comments 0 points Most recent by speedy240 April 2025Download, Add/Update Accounts (Windows)
• 
  First Bank of Puerto Rico and Oriental Bank of Puerto Rico

  Closed LatinNYWill 31 views 1 comment 0 points Most recent by Quicken Jasmine April 2025Errors and Troubleshooting (Mac)
• 
  Vanguard OL-293-A [QWIN]

  Answered ✓ Closed kkarmstrong 121 views 8 comments 0 points Most recent by Quicken Jasmine April 2025Errors and Troubleshooting (Windows)
• 
  Citi Migration - Home Depot Credit Card Migration Problems Are Still Happening

  Closed johnjelinek 142 views 3 comments 0 points Most recent by Quicken Jasmine April 2025Errors and Troubleshooting (Windows)
• 
  NEW Cadence Bank One Step Update Failing 4/1/25

  Closed tbf47 41 views 3 comments 0 points Most recent by Quicken Anja April 2025Download, Add/Update Accounts (Windows)
• 
  Schwab not downloading transactions

  Closed lmg6cwru 142 views 6 comments 0 points Most recent by ghost0 April 2025Download, Add/Update Accounts (Windows)
• 
  Wells Fargo "disconnected" updates and won't re connect

  Closed KeithCal 92 views 4 comments 0 points Most recent by Quicken Anja April 2025Errors and Troubleshooting (Windows)
• 
  BMO Private Bank OL 297A since January

  Closed Bullwinkle80 61 views 8 comments 0 points Most recent by Quicken Anja April 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity Investments

  Answered ✓ Closed Moorhatch 1.2K views 14 comments 0 points Most recent by Moorhatch April 2025Download, Add/Update Accounts (Windows)
• 
  Is BMO really stopping automatic updates for Quicken users?

  Answered Closed dwright59 174 views 1 comment 0 points Most recent by Quicken Anja April 2025Download, Add/Update Accounts (Mac)
• 
  ETF share updates are not matching within Quicken

  Answered Closed GBE 105 views 6 comments 0 points Most recent by q_lurker April 2025Investing (Windows)
• 
  Bank connections

  Closed M Wax 101 views 7 comments 0 points Most recent by Quicken Jasmine April 2025Download, Add/Update Accounts (Mac)
• 
  Vanguard connection limited or not working

  Closed courtneyw 142 views 3 comments 0 points Most recent by Quicken Kristina April 2025Download, Add/Update Accounts (Windows)
• 
  BNY Mellon - Pershing issue adding funds

  Closed TheDudeinMS 41 views 2 comments 0 points Most recent by Quicken Jasmine April 2025Investing (Windows)
• 
  American Express randomly stops downloading transactions

  Closed mjonis 311 views 7 comments 1 point Most recent by Quicken Jasmine April 2025Download, Add/Update Accounts (Windows)
• 
  Sofi downloading wrong student loan information

  Closed joeyb1180 11 views 1 comment 0 points Most recent by Quicken Jasmine April 2025Download, Add/Update Accounts (Windows)
• 
  Charles Schwab one step update CC-800 error - Still looking for a fix

  Closed sdzeller 131 views 11 comments 0 points Most recent by Quicken Kristina April 2025Download, Add/Update Accounts (Windows)
• 
  Quicken download for Barclays Bank Delaware credit card not receiving any transaction

  Closed Howard Hoffman 310 views 9 comments 0 points Most recent by Quicken Jasmine April 2025Download, Add/Update Accounts (Windows)
• 
  Error Message - EverBank Download - qfx file

  Closed SteveLoweIL 121 views 7 comments 0 points Most recent by mwitthoft April 2025Errors and Troubleshooting (Windows)
• 
  Midflorida Credit Union: Attempting to Add Account - CC-502 Error

  Closed JimInStPete 61 views 4 comments 0 points Most recent by JimInStPete April 2025Download, Add/Update Accounts (Windows)
• 
  AA Aviator Card (Barclays) no longer downloading transactions

  Closed remlapnibor 58 views 5 comments 0 points Most recent by NotACPA March 2025Download, Add/Update Accounts (Mac)
• 
  Adding new download accounts without going through Intuit servers [Edited]

  wrb 61 views 3 comments 0 points Most recent by Quicken Kristina March 2025Signing in, Passwords, and Activation (Windows)
• 
  Is anyone else having issues syncing Quicken with Bank of America?

  Answered kylekm 141 views 3 comments 0 points Most recent by Quicken Kristina March 2025Errors and Troubleshooting (Windows)
• 
  CC-503 for Shop Your Way Mastercard

  Answered ✓ ag11 271 views 6 comments 0 points Most recent by Boatnmaniac March 2025Download, Add/Update Accounts (Windows)
• 
  Charles Schwab - Missing Equity Awards Account (QMac)

  Closed System 191 views 9 comments 0 points Most recent by Quicken Kristina March 2025Download, Add/Update Accounts (Mac)