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Known Issue 12/17/25: Duplicated transactions with PNC Bank
We recently learned that a small population of customers with PNC Bank Direct Connect accounts saw duplicate transaction data after downloading into Quicken. The issue was an isolated incident during…2 -
Upcoming: Bank of America/Merrill Lynch transition to new connection method
This week, some Bank of America and Merrill Lynch customers will begin transitioning their accounts to a new connection method. When prompted, you should follow the instructions in your product (Quic…1 -
Re: RESOLVED 12/22/25 PNC Bank -Direct Connect and PNC - Web Connect - Missing Transactions
UPDATE 11/14/25: PNC has instituted further fixes for users who continued to experience missing transactions. If you still have missing transactions, and deactivating and reactivating your account(s)…-1 -
Re: UPDATED 3/30/26 Fidelity Updates
UPDATE 9/22/25: We're aware of an issue where the cash balance is improperly being shown as a money market fund instead of as cash with Fidelity accounts. We're working with Fidelity and ou…1
