Investments

Discussion List

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  How to restore a single account from backup

  Answered PeterK 28 views 3 comments 0 points Most recent by splasher 4:07PMFile Conversion and Backup (Windows)
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  Issues with VOYA - again (QMac)

  System 559 views 50 comments 0 points Most recent by DJ Hensley 4:04PMErrors and Troubleshooting (Mac)
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  Unable to add Fidelity account, seeing "Sign in to Fidelity Investments failed. Try again." error

  System 137 views 20 comments 0 points Most recent by Smokey7422 11:54AMInvesting (Windows)
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  AstraZeneca PLC ADR (AZN) Pricing Question

  Answered Paul_ 79 views 6 comments 0 points Most recent by Quicken Carlos 10:14AMInvesting (Mac)
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  Fidelity does not update correctly

  Closed John Hale 35 views 4 comments -1 point Most recent by Quicken Anja 7:10AMDownload, Add/Update Accounts (Windows)
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  Fidelity bond purchases download incorrectly

  Murs01 36 views 3 comments 0 points Most recent by Quicken Alyssa 6:39AMDownload, Add/Update Accounts (Windows)
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  Fidelity Investments - 401(k) Unidentified Security

  cjim 454 views 38 comments 0 points Most recent by Quicken Carlos 6:23AMDownload, Add/Update Accounts (Windows)
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  Fidelity EWC+ Migration - Fully Paid Lending programs

  GermanBlueRam 11 views 0 comments 0 points Started by GermanBlueRam 6:12AM Download, Add/Update Accounts (Windows)
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  Today's Change (on Investing/Dashboard) does not match change to Net Worth

  AJS123 32 views 2 comments 0 points Most recent by AJS123 May 6Errors and Troubleshooting (Windows)
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  Does anyone else have trouble updating iShares Core S&P 500 Index ETF (XUS)

  Answered Scouter_Don 39 views 4 comments 0 points Most recent by q_lurker May 6Investing (Windows)
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  Why do I still have to verify my cash balance?

  fanfare 28 views 2 comments 0 points Most recent by fanfare May 6Download, Add/Update Accounts (Windows)
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  UPDATED 5/6/26 Fidelity Updates

  Announcement Quicken Janean 20.6K views 8 comments 10 points Most recent by Quicken Alyssa May 6Alerts, Online Banking & Known Product Issues
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  Fidelity Options Transactions [Edited]

  rbridges01 86 views 7 comments 0 points Most recent by Quicken Anja May 6Download, Add/Update Accounts (Windows)
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  UPDATED 5/6/26 Raymond James & Associates - FDP-155 / FDP-102

  Quicken Kristina 298 views 3 comments 0 points Most recent by Quicken Anja May 6Alerts, Online Banking & Known Product Issues
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  Splitting an investment sale transaction

  Answered Jeff Kantner 33 views 4 comments 0 points Most recent by Jim_Harman May 5Investing (Windows)
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  Can't remove/sell FDRXX (Money Market) position in one IRA account

  tyberius 26 views 1 comment 0 points Most recent by Quicken Kristina May 5Errors and Troubleshooting (Windows)
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  Asset Allocation Screen to Actual Allocation Drill-down: Simple Investment Accounts Not Selected

  Brandon10 29 views 2 comments 0 points Most recent by Quicken Kristina May 5Investing (Windows)
• 
  Merrill Edge duplicate dividends

  Txpete 49 views 4 comments 0 points Most recent by Quicken Kristina May 5Registers & Transactions (Windows)
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  Enable "Register Columns" configuration in settings for Investment registers

  Reviewed Ted P 104 views 21 comments 8 points Most recent by jdparker225 May 5Investments
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  Fidelity Incorrect cash balance in register (QMac)

  Closed System 87 views 9 comments 0 points Most recent by Quicken Kristina May 5Investing (Mac)
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  How to use Fidelity Express Web Connect with two Fidelity logins?

  Answered Closed RhysR 107 views 9 comments 0 points Most recent by Quicken Kristina May 5Download, Add/Update Accounts (Windows)
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  Quicken updates and reauthorizations cause problems

  JeffMacQkn 61 views 3 comments 1 point Most recent by Quicken Kristina May 5Errors and Troubleshooting (Mac)
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  One Step Update claims there are transactions, but I don't see them

  System 37 views 4 comments 0 points Most recent by Quicken Kristina May 5Download, Add/Update Accounts (Windows)
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  Register display format changed and is blank

  Union79 47 views 3 comments 0 points Most recent by Quicken Kristina May 5Investing (Windows)
• 
  Delete Multiple transactions from investment register at once

  Answered rbridges01 17 views 1 comment 0 points Most recent by Quicken Alyssa May 5Download, Add/Update Accounts (Windows)
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  Issues with FZDXX Money Market and Cash in Fidelity Investment Accounts

  System 413 views 38 comments 0 points Most recent by jblevy01 May 5Download, Add/Update Accounts (Mac)
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  Can't change XIn to BoughtX on split transaction, broken since at least last november

  scottmonte 36 views 6 comments 0 points Most recent by Jim_Harman May 5Download, Add/Update Accounts (Windows)
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  Why are SNVXX and SWVXX investments treated differently?

  Answered Will Jacobs 15 views 1 comment 0 points Most recent by Quicken Laura May 3Errors and Troubleshooting (Windows)
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  Fidelity CC-501 Error - Recent Updates cause Security Mismatches (Follow-up from Nov 2025)

  gjscaven 12 views 1 comment 1 point Most recent by Quicken Laura May 3Download, Add/Update Accounts (Windows)