Windows

Discussion List

• 
  Bank Transfers <-> Blank Payees in Dashboards

  Answered Closed bembolado 36 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Reports (Windows)
• 
  Grossly Incorrect Account Values When Downloading Fidelity HSA

  Answered Closed clh8712 21 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
• 
  any resolution for Banco Popular or puerto rico Sync Issues?

  Answered Closed JCVCMDCSP 26 views 1 comment 0 points Most recent by Quicken Kristina October 2025Errors and Troubleshooting (Windows)
• 
  What Happened to QuickPay?

  Closed Steve1939 25 views 1 comment 0 points Most recent by Quicken Kristina October 2025Paying Bills, Online Billers & Reminders (Windows)
• 
  Unresponsive Programmers

  Closed philhooper 127 views 4 comments -1 point Most recent by Chris_QPW October 2025Errors and Troubleshooting (Windows)
• 
  Downloaded transaction errors after Fidelity reauthorize

  Closed John McCoy 85 views 4 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
• 
  6

  Up
  Have "Report A Problem" function provide a tracking number

  Reviewed leishirsute 74 views 7 comments 6 points Most recent by leishirsute October 2025Display/UI
• 
  Transaction download issues

  Answered Closed Tb0 13 views 1 comment 0 points Most recent by Quicken Kristina October 2025Registers & Transactions (Windows)
• 
  Option Prices Not Updating/downloading

  Closed BRETTB 164 views 10 comments 0 points Most recent by BRETTB October 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity Options - Short Sales and Covered SHorts

  Closed rbridges01 35 views 2 comments 0 points Most recent by Warhawk October 2025Download, Add/Update Accounts (Windows)
• 
  Merged: Fidelity not handling 401(k) rebalancing transactions properly

  Closed BrittMayo 31 views 0 comments 1 point Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
• 
  Merged: Fidelity NetBenefit Non-Public Traded Funds Share Price Updates Not Downloading

  Closed Ducati 71 views 0 comments 1 point Most recent by EvDob October 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity EWC+ does not seem to add accounts that have linked cash accounts

  Closed leishirsute 54 views 3 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
• 
  Validation errors too vague to act on

  Closed System 15 views 2 comments 0 points Most recent by Quicken Kristina October 2025Errors and Troubleshooting (Windows)
• 
  New Fidelity Connection - Incorrect # of Shares/Missing Investment Accounts [WIN]

  Closed Marilyn Heidenfelder 6K views 120 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
• 
  5

  Up
  Called bonds remain in Maturity Dates Report

  Reviewed Thirty_Year_User 113 views 8 comments 5 points Most recent by NotACPA October 2025Reports
• 
  What’s Going On Between Fidelity and Quicken?

  Closed Desiree 35.6K views 587 comments 4 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
• 
  zzz-Fidelity Updates

  Closed Gary R 52.8K views 1.3K comments 2 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
• 
  1

  Up
  Set default report organization to "date/account"

  Reviewed Trepid 26 views 2 comments 1 point Most recent by q_lurker October 2025Reports
• 
  new Bill pay

  Closed cobiesson 22 views 2 comments 0 points Most recent by Quicken Kristina October 2025Paying Bills, Online Billers & Reminders (Windows)
• 
  5

  Up
  Call Dates for CDs and bonds

  Reviewed DStar 26 views 2 comments 5 points Most recent by dickm2275 October 2025Investments
• 
  Quicken freezing on one step update

  Closed evan.berner 48 views 3 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
• 
  Online Payee Corrupted

  Answered Closed kiawahdon 44 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Paying Bills, Online Billers & Reminders (Windows)
• 
  No Value Investments

  Answered ✓ Closed Adience 59 views 3 comments 0 points Most recent by Adience October 2025Investing (Windows)
• 
  Fidelity Reauthorization Loop

  Closed System 257 views 9 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
• 
  UPDATED 10/16/25 HealthEquity - CC-501/FDP-101

  Quicken Kristina 1.6K views 2 comments -1 point Most recent by Quicken Anja October 2025Alerts, Online Banking & Known Product Issues
• 
  I am not sure the new billpay service is working

  Answered Closed bergy45 33 views 1 comment 1 point Most recent by Quicken Alyssa October 2025Paying Bills, Online Billers & Reminders (Windows)
• 
  Citi investment not working again

  Closed DesiArnez 35 views 2 comments 0 points Most recent by Quicken Alyssa October 2025Errors and Troubleshooting (Windows)
• 
  Wells Fargo transaction download

  Closed JTeter 59 views 3 comments 0 points Most recent by Quicken Anja October 2025Download, Add/Update Accounts (Windows)