Best Of
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Re: Merging two Securities into one
@mshiggins: Thank you for the input. I'll look into it. At this time the shares are under the control of my financial advisor and held in a Schwab account. They have been advised these are ESPP …1 -
Re: Any update setting up Lincoln Financial Annuity account on Quicken (Windows)
thanks hmday. It’s bizarre because people using Quicken for Mac were able to use it.1 -
Re: Any update setting up Lincoln Financial Annuity account on Quicken (Windows)
I called LFG they said connecting account to quicken is not available to individual clients only for servicing agents.1 -
Re: Any update setting up Lincoln Financial Annuity account on Quicken (Windows)
hi Alyssa - I am having troubles posting my comments. The instance you listed is the one I use and it is asking for a Direct Connect ID and password, but Lincoln does not have such a thing The other …1 -
Re: STILL "Awaiting Next Bill"
I am having this same experience and posted about it 5 days ago, although not as eloquently as those who commented here. The transactions all download, just not the bill total and due date.1 -
Re: Error with Merrill Lynch downloads
Thank you for the reply. This did not work, the B&C account downloads were still assigned to the wrong account. On direction #3, I could not find a place to revoke third-party access. But after I…1 -
Re: Multiple Users
The question asked in the original post was "is there a way to setup Quicken Canada so multiple users can use the same data file on different computers"? How did a post inquiring about usin…1 -
Re: Fidelity Transactions NOT downloading
Alyssa; I called Fidelity and talked to their Electronic Tech Support Team. They said that they have no current known issues that would prevent my transactions from downloading. They went on to say t…1 -
Re: Fidelity Transactions NOT downloading
Alyssa: Thanks for the response. Responding to your items: I just confirmed that all five registers are sorted the same, by date, and have always been. All tranactions appeared to be cleared, except …1 -
Re: HealthEquity Download 502 errors
I too was able to connect the account today when I tried! Now I only wish they would enable updates to the investing account, which worked for me for a few weeks last summer, then stopped again. I wi…1
