Investments

Discussion List

• 
  Issues with FZDXX Money Market and Cash in Fidelity Investment Accounts

  System 312 views 31 comments 0 points Most recent by jblevy01 7:53AMDownload, Add/Update Accounts (Mac)
• 
  Quicken add Fidelity acct stuck on "bank hosted sign-in page"

  vlee194546 128 views 15 comments 0 points Most recent by gtgerbo 7:44AMDownload, Add/Update Accounts (Windows)
• 
  Unable to link Fidelity account

  Mark Valpreda 21 views 2 comments 0 points Most recent by Quicken Anja 7:29AMInvesting (Windows)
• 
  Securities are not reflecting accurate cost information when sold.

  Answered Closed pianolady 51 views 5 comments 0 points Most recent by Quicken Anja 7:25AMInvesting (Mac)
• 
  Can't treat SWGXX as cash in Schwab brokerage account

  John Ellis 272 views 30 comments 0 points Most recent by Ray April 16Download, Add/Update Accounts (Windows)
• 
  Cash double counted in Fidelity brokerage account

  Answered chas@ 44 views 4 comments 0 points Most recent by Quicken Laura April 16Registers & Transactions (Windows)
• 
  Fidelity does not update correctly

  John Hale 17 views 1 comment 0 points Most recent by Quicken Anja April 16Download, Add/Update Accounts (Windows)
• 
  One of 6 Fidelity accounts unable to update

  Question joblingm 19 views 0 comments 0 points Started by joblingm April 16 Errors and Troubleshooting (Windows)
• 
  Adjusting share balance without affecting ACB?

  Question Microfiche 20 views 0 comments 0 points Started by Microfiche April 16 All Things Canadian (Windows)
• 
  Fidelity cash values way off. How can I adjust?

  Answered RCinNJ 18 views 1 comment 0 points Most recent by Quicken Carlos April 16Investing (Mac)
• 
  Does anyone else have problems downloading transactions and portfolio values from Schwab?

  MishawakaKirk 43 views 6 comments 0 points Most recent by bsantelli April 16Investing (Windows)
• 
  Fidelity FDRXX - Placeholder, ReinvDiv, XIn, XOut, Bought, Sold transactions

  Ray 81 views 7 comments 0 points Most recent by Ray April 15Download, Add/Update Accounts (Windows)
• 
  Investment accounts are loading very slowly

  fmashby 284 views 31 comments 0 points Most recent by SirWm April 15Registers & Transactions (Windows)
• 
  Issues with VOYA - again (QMac)

  System 237 views 26 comments 0 points Most recent by Quicken Alyssa April 15Errors and Troubleshooting (Mac)
• 
  Fidelity Downloaded Transactions Not Matching

  micdif 448 views 41 comments 0 points Most recent by Quicken Alyssa April 15Errors and Troubleshooting (Windows)
• 
  Reconciling Fidelity investment accounts online cash does not have a value

  uscfan75 179 views 18 comments 0 points Most recent by Quicken Laura April 15Registers & Transactions (Mac)
• 
  How to properly record 401(k) contributions from paycheck while using a connected investment account

  Answered ✓ sneff30 69 views 5 comments 0 points Most recent by John_in_NC April 14Investing (Mac)
• 
  Prices downloaded on market holiday

  EvDob 105 views 11 comments 0 points Most recent by Jim_Harman April 14Errors and Troubleshooting (Windows)
• 
  Error in categorizing option writing transactions in Fidelity Accounts

  Closed HarryM 35 views 6 comments 0 points Most recent by Quicken Kristina April 14Errors and Troubleshooting (Windows)
• 
  Reconciling an investment account [Edited]

  Answered jkl1 70 views 8 comments 0 points Most recent by Quicken Kristina April 14Investing (Windows)
• 
  Problem downloading data from Vanguard

  Answered ✓ HelenT 288 views 11 comments 0 points Most recent by Quicken Kristina April 14Download, Add/Update Accounts (Windows)
• 
  How to track performance of cash in an investment account...

  Answered Ken Stevens 63 views 3 comments 0 points Most recent by Quicken Kristina April 14Investing (Windows)
• 
  Unable to download Schwab Bank and Investment Transactions

  Lammers 55 views 3 comments 0 points Most recent by Quicken Kristina April 14Download, Add/Update Accounts (Windows)
• 
  Issues with VOYA - again

  dmurad53 80 views 8 comments 1 point Most recent by Quicken Kristina April 14Errors and Troubleshooting (Windows)
• 
  AstraZeneca PLC ADR (AZN) Pricing Question

  Answered Paul_ 64 views 3 comments 0 points Most recent by Quicken Kristina April 14Investing (Mac)
• 
  My account bar balance for an investment account does not match the holdings total.

  Answered kpoinnv 33 views 3 comments 0 points Most recent by Quicken Laura April 14Registers & Transactions (Windows)
• 
  Why isn't the issue with Portfolio Xray Not Getting More Attention?

  Answered recursor1 68 views 5 comments 0 points Most recent by Jim_Harman April 14Investing (Windows)
• 
  Fidelity bond purchases download incorrectly

  Murs01 21 views 1 comment 0 points Most recent by Quicken Alyssa April 14Download, Add/Update Accounts (Windows)
• 
  NEW! 4/13/26 Raymond James & Associates - FDP-155

  Announcement Quicken Kristina 61 views 0 comments 0 points Started by Quicken Kristina April 13 Alerts, Online Banking & Known Product Issues
• 
  Pro-tip: If Quicken is acting weird with a new E*TRADE transfer, just give it a few days

  auga 18 views 1 comment 0 points Most recent by Quicken Kristina April 13Download, Add/Update Accounts (Windows)