Investments

Discussion List

• 
  CC-501 trying to setup TreasuryDirect (reopened, still not fixed)

  jbowler 26 views 3 comments 1 point Most recent by DPW-CT 8:11PMPaying Bills, Online Billers & Reminders (Windows)
• 
  Quicken windows classic and Fidelity checking

  Answered DSPatrick 110 views 11 comments 0 points Most recent by DSPatrick 1:50PMDownload, Add/Update Accounts (Windows)
• 
  Fidelity HSA transactions still not downloading (Ticket 1999090)

  Answered ayeo 294 views 17 comments 1 point Most recent by Quicken Alyssa 1:41PMErrors and Troubleshooting (Windows)
• 
  I am trying to connect my merrill lynch 401K with Quicken

  Answered joan7910 2.1K views 69 comments 0 points Most recent by Quicken Alyssa 1:09PMDownload, Add/Update Accounts (Windows)
• 
  Still unable to connect Fidelity CMA account

  System 25 views 3 comments 0 points Most recent by Bob@61 11:19AMDownload, Add/Update Accounts (Windows)
• 
  Schwab HSA account not downloading CC-800 error says Deleted Schwab account

  RAFSF 28 views 3 comments 0 points Most recent by RAFSF 9:48AMDownload, Add/Update Accounts (Mac)
• 
  Investment transaction NOT recorded

  Perry 9 views 0 comments 0 points Started by Perry 9:42AM Errors and Troubleshooting (Mac)
• 
  1

  Up
  Add Roth Conversion Estimator

  Reviewed CowboyNav1 34 views 5 comments 1 point Most recent by CowboyNav1 9:33AMProduct Enhancements
• 
  Merrill Lynch changed connection types? How can I fix account?

  Answered ✓ Nikster 116 views 5 comments 0 points Most recent by pcmendy 8:56AMDownload, Add/Update Accounts (Windows)
• 
  Issue with Merrill Lynch account since reauthorization - account balance is wrong [Edited]

  jdparker225 5.1K views 220 comments 2 points Most recent by jdparker225 8:22AMErrors and Troubleshooting (Windows)
• 
  Unable to download transactions from Janus Henderson

  Answered ssohani 138 views 18 comments 1 point Most recent by Jim1976 8:05AMInvesting (Windows)
• 
  Fidelity monthly share sales download with generic info

  System 10 views 3 comments 0 points Most recent by Mark Wagner 5:35AMDownload, Add/Update Accounts (Windows)
• 
  Fidelity Downloaded Transactions Not Matching

  micdif 66 views 5 comments 0 points Most recent by micdif December 3Errors and Troubleshooting (Windows)
• 
  Continuing issues with Quicken /Fidelity in reporting shares of Money Market FDRXX and Cash

  Matthew Boone 404 views 23 comments 3 points Most recent by leishirsute December 3Investing (Windows)
• 
  How to record advisor fees in quicken for Mac to impact Rate of return

  Answered Qkndufus 35 views 4 comments 0 points Most recent by Jon December 3Investing (Mac)
• 
  Quicken can't find a CD at my credit union

  lmacmil 17 views 2 comments 0 points Most recent by lmacmil December 3Errors and Troubleshooting (Windows)
• 
  Fidelity HSA still not downloading transactions

  Dennis Nelson 23 views 1 comment 0 points Most recent by Quicken Alyssa December 3Download, Add/Update Accounts (Windows)
• 
  Principal Financial 401(k) shows wrong balance

  Answered Geiswood 603 views 42 comments 2 points Most recent by BryanK December 3Download, Add/Update Accounts (Mac)
• 
  Fidelity money market automatic redemptions

  qudtp 218 views 12 comments 1 point Most recent by Quicken Anja December 3Errors and Troubleshooting (Windows)
• 
  New Fidelity Download Problem

  DavidS 332 views 16 comments 0 points Most recent by GermanBlueRam December 3Download, Add/Update Accounts (Windows)
• 
  My error please ignore

  Jeff Bean 16 views 1 comment 0 points Most recent by Quicken Alyssa December 3Download, Add/Update Accounts (Windows)
• 
  Fidelity Securities Mismatch FZFXX Treasury MMF

  DaveQN 42 views 3 comments 0 points Most recent by DaveQN December 3Download, Add/Update Accounts (Windows)
• 
  Fidelity not downloading transactions

  Ghawkeswood 271 views 15 comments 0 points Most recent by 12Fairmount+ December 3Download, Add/Update Accounts (Windows)
• 
  Fidelity Updates Still Broken after Update

  extravoice 2.7K views 117 comments 2 points Most recent by Mark Wagner December 3Download, Add/Update Accounts (Windows)
• 
  Quicken Not Updating Fidelity Intl Trading Account (Domestic Brokerage & IRA/ROTH are OK)

  EDacho 181 views 19 comments 0 points Most recent by EDacho December 2Download, Add/Update Accounts (Windows)
• 
  Fidelity Investments no longer downloading transaction data

  Answered Nick_Quick 1.1K views 53 comments 2 points Most recent by Nick_Quick December 2Investing (Mac)
• 
  All Account Transactions Changed to MiscExp after Enter One New Transaction

  SeaStar 49 views 5 comments 1 point Most recent by Quicken Kristina December 2Budgeting and Planning Tools (Windows)
• 
  Fidelity Investments - linked checking account not updating [Edited]

  Answered A good dane 18 views 1 comment 0 points Most recent by recursor1 December 2Download, Add/Update Accounts (Windows)
• 
  Fidelity Transactions not downloading to Quicken Classic on Windows

  will66pu 1.3K views 41 comments 1 point Most recent by Quicken Kristina December 2Download, Add/Update Accounts (Windows)
• 
  Fidelity money market fund redemption transactions missing from IRA

  EvDob 147 views 16 comments 1 point Most recent by Quicken Kristina December 2Download, Add/Update Accounts (Windows)