Investing (Windows)

Discussion List

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  Does anybody know how to reconcile ML investment statement?

  Answered ✓ Closed Elaine2 61 views 5 comments 0 points Most recent by Jim_Harman September 2022
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  Stock Split Missing / GSK spin of HLN

  Closed kdierking 321 views 5 comments 0 points Most recent by q_lurker September 2022
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  How do I enter a complex Stock Merger - FTRPF --> REUN + FTHWF

  Answered Closed KarenT 101 views 4 comments 0 points Most recent by KarenT September 2022
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  How do I adjust Shares between 2 Stock Symbols with the same name.

  Answered Closed Mills 41 views 1 comment 0 points Most recent by q_lurker September 2022
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  Unable to add APE to Security listing

  Closed kaoscoach 229 views 11 comments 0 points Most recent by q_lurker September 2022
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  Unable to re-add Vanguard account

  Closed Louis Benioff 69 views 1 comment 0 points Most recent by Quicken Jasmine September 2022
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  How do I link an Retirement IRA account to a spending Banking account

  Answered Closed Krausepw 127 views 12 comments 0 points Most recent by Jim_Harman September 2022
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  Performance reports--Year To Date Returns

  Closed Gary R 102 views 11 comments 0 points Most recent by Gary R September 2022
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  Total for fund holding isn't correct on the transaction bar.

  Answered ✓ Closed Markyarts 23 views 3 comments 0 points Most recent by Markyarts September 2022
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  Zero coupon Bonds

  Answered ✓ Closed Sholly 250 views 2 comments 0 points Most recent by Sholly September 2022
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  8/31/22 Stock Quotes Missing Information

  Closed Tom Young 42 views 3 comments 0 points Most recent by Sherlock September 2022
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  Limited Partnership

  Answered ✓ Closed Russ Donovan 74 views 3 comments 0 points Most recent by q_lurker August 2022
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  RSU Vesting

  Closed Fitz87 135 views 0 comments 1 point Started by Fitz87 August 2022
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  Transferring two IRA brokerage accounts to one brokerage account

  Closed mrgumdrop 62 views 3 comments 0 points Most recent by mrgumdrop August 2022
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  How do you fix lots, after deleting a stock remove registry entry

  Answered ✓ Closed bflikkema 117 views 3 comments 0 points Most recent by Jim_Harman August 2022
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  Throttling of Order status from Charles Schwab

  Closed George Friedman 33 views 2 comments 0 points Most recent by Chris_QPW August 2022
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  Account with RSU showing incorrect balance

  Answered Closed jonlowe 202 views 2 comments 0 points Most recent by jonlowe August 2022
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  How do I enter a simple balance adjustment in an investment account?

  Answered ✓ Closed 33Degrees 446 views 3 comments 0 points Most recent by Jim_Harman August 2022
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  Watch list not working

  gulf83 53 views 5 comments 0 points Most recent by Ps56k2 August 2022
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  For the last couple of days my Merrill Lynch account have the wrong balance

  Answered Closed JTS469 26 views 2 comments 0 points Most recent by JTS469 August 2022
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  Some High/Low Prices and Volumes not updating properly (e.g. GSK*)

  Answered Closed Ken From Evans GA 53 views 3 comments 0 points Most recent by Jim_Harman August 2022
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  How do I add a missing cost basis?

  Answered ✓ Closed kcross4005 514 views 11 comments 0 points Most recent by kcross4005 August 2022
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  Need help -  Correcting a mistake in the security's transaction history

  Answered ✓ Closed MVW 193 views 4 comments 0 points Most recent by Boatnmaniac August 2022
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  How do I correct the currency for investment accounts?

  Closed drbrining 74 views 0 comments 0 points Started by drbrining August 2022
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  Problem with "Security Value" accuracy for investment account

  Answered Closed DavidLaidlaw 22 views 1 comment 0 points Most recent by UKR August 2022
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  HSA payroll contributions not displaying in Quicken HSA account

  Answered ✓ Closed Kevin39 217 views 2 comments 0 points Most recent by Kevin39 August 2022
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  Quicken: the short way to mess up your brokerage accounting

  Closed joincto 61 views 1 comment 0 points Most recent by Jim_Harman August 2022
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  Correlation between RSU Grant and RSU Vest/Removed

  Answered Closed Norman Drews 98 views 1 comment 1 point Most recent by Norman Drews August 2022
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  Future RSU Value Incorrectly Added to Current Net Worth

  Closed GaryPRussell 75 views 0 comments 0 points Started by GaryPRussell August 2022
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  Quicken Security Prices

  Closed Jose 121 views 7 comments 0 points Most recent by Jose August 2022