Investments

Discussion List

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  Fidelity EWC+ Status Regarding Reporting of Cash

  Boatnmaniac 9 views 0 comments 1 point Started by Boatnmaniac 1:26PM Download, Add/Update Accounts (Windows)
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  Issue with Merrill Lynch account since reauthorization - account balance is wrong [Edited]

  jdparker225 5.8K views 267 comments 2 points Most recent by MELCO 8:12AMErrors and Troubleshooting (Windows)
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  Fidelity reporting of roth conversion shows cash amounts incorrectly

  jggrega451 21 views 2 comments 0 points Most recent by jggrega451 4:09AMRegisters & Transactions (Windows)
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  Unvested RSUs don't match Grant Lots

  CDG01 19 views 2 comments 0 points Most recent by CDG01 December 20Investing (Windows)
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  BMO Mutual Fund Prices not updated Dec 19 2025

  dc600 7 views 1 comment 0 points Most recent by Quicken Kristina December 20All Things Canadian (Windows)
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  Fidelity Roth IRA account shows cash that I don't have

  Lpowell 9 views 1 comment 0 points Most recent by Quicken Kristina December 20Download, Add/Update Accounts (Mac)
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  Fidelity Investments has made changes to the way it shares money market/cash transactional informati

  FEC 41 views 1 comment 0 points Most recent by Quicken Kristina December 20Investing (Windows)
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  Reconciling Fidelity investment accounts online balance shows $0!

  uscfan75 13 views 1 comment 0 points Most recent by Quicken Kristina December 20Registers & Transactions (Mac)
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  Securities Mergers and Transfers - Use Canadian tax rules

  Reviewed dc600 6 views 0 comments 1 point Started by dc600 December 20 Canada Windows
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  New Fidelity Download Problem

  DavidS 373 views 19 comments 0 points Most recent by kenman38 December 20Download, Add/Update Accounts (Windows)
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  Downloads from LPL stopped working

  Answered wjcaldwell 44 views 3 comments 0 points Most recent by Quicken Kristina December 20Errors and Troubleshooting (Windows)
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  My list of broken Fidelity EWC+ functions

  leishirsute 1.4K views 57 comments 5 points Most recent by SteveY December 20Download, Add/Update Accounts (Windows)
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  Continuing issues with Quicken /Fidelity in reporting shares of Money Market FDRXX and Cash

  Matthew Boone 576 views 30 comments 3 points Most recent by PK2K December 20Investing (Windows)
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  Unable to download transactions from Janus Henderson

  Answered ssohani 319 views 20 comments 1 point Most recent by Quicken Kristina December 20Investing (Windows)
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  Fidelity Downloaded Transactions Not Matching

  micdif 139 views 16 comments 0 points Most recent by Quicken Kristina December 20Errors and Troubleshooting (Windows)
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  CollegeInvest Issues Continue?

  norvanl62 3 views 2 comments 0 points Most recent by Quicken Anja December 20Investing (Windows)
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  Fidelity download and auto category

  ericrose12 34 views 4 comments 0 points Most recent by EK118 December 20Investing (Mac)
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  E*Trade Direct Connect fails

  aikoaiko3 10 views 2 comments 0 points Most recent by Quicken Kristina December 19Download, Add/Update Accounts (Windows)
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  UPDATED 12/19/25 Fidelity Updates

  Announcement Quicken Janean 11.1K views 6 comments 10 points Most recent by Quicken Kristina December 19Alerts, Online Banking & Known Product Issues
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  Fidelity erroneous cash balance issue

  System 7 views 2 comments 0 points Most recent by Quicken Kristina December 19Download, Add/Update Accounts (Mac)
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  Bill and income window in investment accounts

  BudP 50 views 6 comments 1 point Most recent by Quicken Kristina December 19Registers & Transactions (Windows)
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  Edward Jones tracking method changed

  System 7 views 2 comments 0 points Most recent by Quicken Kristina December 19Download, Add/Update Accounts (Windows)
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  A step closer to treating sweep account as cash for Vanguard?

  Geobrick 76 views 9 comments 0 points Most recent by Geobrick December 19Download, Add/Update Accounts (Windows)
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  Recording Dupont Spinoff

  crwalejr 1.8K views 23 comments 0 points Most recent by jb792 December 19Investing (Windows)
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  Add ability to hide currently unused securities in Quicken for Mac (64 Legacy Votes)

  Implemented Snoopy FC 857 views 31 comments 15 points Most recent by Quicken Anja December 19Investments
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  Principal Financial 401(k) shows wrong balance

  Answered Geiswood 667 views 45 comments 2 points Most recent by mk0 December 19Download, Add/Update Accounts (Mac)
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  Quicken windows classic and Fidelity checking

  Answered DSPatrick 123 views 12 comments 0 points Most recent by Jeepien December 19Download, Add/Update Accounts (Windows)
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  How to record TIPS purchased for a ladder?

  Answered SomebodyInGNV 22 views 1 comment 0 points Most recent by Tom Young December 19Investing (Windows)
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  is there an error importing .csv investment file into a brokerage account

  Answered ✓ benjamin123 217 views 14 comments 0 points Most recent by ddavec December 19Investing (Windows)
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  Merrill Lynch Transaction Download Missing Some Details

  Loganrun 4 views 1 comment 0 points Most recent by Quicken Anja December 18Download, Add/Update Accounts (Mac)