Investing (Windows)

Discussion List

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  Fidelity 401(k) securities going to new name

  Closed MintUserNew 119 views 8 comments 0 points Most recent by MintUserNew October 4
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  Fidelity IRA Cash versus Security

  Answered Closed Bione 32 views 1 comment 0 points Most recent by NotACPA October 3
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  Dividend cash transfers not reflecting in the cash listing

  Closed System 43 views 5 comments 0 points Most recent by Chuck77 October 3
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  Investment >Account Overview Holdings Cash Balance Does not Equal Linked Cash Balance

  Closed BRETTB 219 views 11 comments 0 points Most recent by Quicken Kristina October 3
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  Cannot Add Back One of My Fidelty IRA's to Quicken after Transition

  Answered ✓ Closed Bione 58 views 3 comments 0 points Most recent by Quicken Kristina October 3
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  401 Withdrawals have changed

  Answered Closed RandieM 38 views 1 comment 1 point Most recent by Tom Young October 3
• 
  Hover Distorting Pie Chart

  Answered Closed baucomct 14 views 1 comment 0 points Most recent by Jim_Harman October 3
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  Investment Income Report --mis-reports dividend income

  Closed tlwright21 63 views 4 comments -1 point Most recent by q_lurker October 1
• 
  Schwab totals off.

  Closed Bob@45 28 views 0 comments 0 points Started by Bob@45 October 1
• 
  Latest update (R64.30) breaks Fidelity CD download

  Closed Chuck77 152 views 6 comments 0 points Most recent by Lou Meyer October 1
• 
  Investment Account Transfer of Assets

  Answered ✓ Closed OldSwimmer1650 89 views 8 comments 0 points Most recent by Jim_Harman September 30
• 
  Placeholder

  Answered Closed aLfGordon 62 views 3 comments 0 points Most recent by Quicken Kristina September 30
• 
  Incorrect Fidelity SPAXX dividend income download

  Closed gregstill@ 32 views 3 comments 0 points Most recent by gregstill@ September 28
• 
  Download asset class information and Matched with online security are grayed out

  Closed James118 65 views 6 comments 0 points Most recent by James118 September 28
• 
  Recording changes in the cost of investments

  Answered Closed richt1 26 views 2 comments 0 points Most recent by bmciance September 28
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  Problems with Vanguard accounts after updating to 64.30?

  Answered Closed Snorkle 61 views 1 comment 0 points Most recent by Jim_Harman September 27
• 
  Accrued Interest Paid is missing from Downloaded Bond transactions Edward Jones

  Closed tbf47 72 views 6 comments 0 points Most recent by Tom Young September 26
• 
  Fund Name Mismatch - How Not to Lose Price History

  Closed kleinfelter 37 views 3 comments 0 points Most recent by Jim_Harman September 26
• 
  R 64.19 Morningstar X-Ray

  Closed Bob_L 110 views 6 comments 0 points Most recent by Michael Reavell September 26
• 
  Download Quotes/Prices only for Current Holdings

  Closed ebrooks999 34 views 3 comments 1 point Most recent by q_lurker September 25
• 
  Incorrect account balance in investment performance report

  Closed MikeC331 41 views 2 comments 0 points Most recent by MikeC331 September 25
• 
  Merged: Accrued Interest Expense in Bond Purchases

  Closed tbf47 1 view 0 comments 0 points Started by tbf47 September 25
• 
  Several "Options" transaction issues

  Closed ljb1493 115 views 7 comments 0 points Most recent by ljb1493 September 23
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  Correcting cost basis

  Answered Closed michmom23 36 views 2 comments 0 points Most recent by miklk September 23
• 
  Meta / Facebook (Pricing)

  Closed mmpunch 40 views 2 comments 0 points Most recent by mmpunch September 23
• 
  How to record partial Bond Call?

  Closed mikek753b 184 views 18 comments 0 points Most recent by Tom Young September 23
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  Question About Asset Allocation and Expected Return Regarding Bonds

  Answered Closed recursor1 67 views 5 comments 0 points Most recent by recursor1 September 23
• 
  Edit/Override security CUSIP ID

  Closed Jeremy Kruse 137 views 7 comments 0 points Most recent by q_lurker September 23
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  Historical Security Prices

  Closed MMinderbinder 82 views 6 comments 0 points Most recent by MMinderbinder September 22
• 
  Total Value in Investing tab is wrong; Accounts value (left column) is correct

  Closed MPS 17 views 2 comments 0 points Most recent by MPS September 22