Investments

Discussion List

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  Investment transaction NOT recorded

  Perry 18 views 2 comments 0 points Most recent by jacobs 8:45PMErrors and Troubleshooting (Mac)
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  Fidelity Transactions not downloading to Quicken Classic on Windows

  will66pu 1.3K views 42 comments 1 point Most recent by KStarr 8:24PMDownload, Add/Update Accounts (Windows)
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  Bill and income window in investment accounts

  BudP 14 views 1 comment 0 points Most recent by Quicken Kristina 4:56PMRegisters & Transactions (Windows)
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  Unable to add Raymond James Accounts where the last 4 characters contain a letter

  mlurie 6 views 1 comment 0 points Most recent by Quicken Kristina 4:50PMDownload, Add/Update Accounts (Windows)
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  Fidelity Downloaded Transactions Not Matching

  micdif 73 views 7 comments 0 points Most recent by micdif 4:44PMErrors and Troubleshooting (Windows)
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  Enhancement to Security Detail view

  Reviewed grifman 29 views 3 comments 2 points Most recent by jsnider47 3:54PMInvestments
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  Fidelity no muni indicator in memo download

  Answered MACMONEY 30 views 4 comments 0 points Most recent by MACMONEY 3:33PMDownload, Add/Update Accounts (Mac)
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  New QMac User - Ready to Try Investments But They're Fidelity - Should I Wait?

  qwyattguy 92 views 11 comments 0 points Most recent by Gary Breitbord 3:13PMInvesting (Mac)
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  Idea: Add a Total Return Report (Treat Dividends and Cap Gains as Growth, Not Cost Basis)

  Reviewed Rob328 12 views 1 comment 1 point Most recent by Rob328 3:08PMInvestments
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  Fidelity Updates Still Broken after Update

  extravoice 2.7K views 118 comments 2 points Most recent by Quicken Kristina 2:39PMDownload, Add/Update Accounts (Windows)
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  Updating Fidelity accounts causes an uneditable "Cash" account to appear

  System 43 views 11 comments 0 points Most recent by Quicken Kristina 2:22PMDownload, Add/Update Accounts (Mac)
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  Fidelity 401K downloading the same security for every transaction

  jameswolfe8561 30 views 3 comments 0 points Most recent by Quicken Kristina 2:09PMDownload, Add/Update Accounts (Windows)
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  Merrill Lynch - Cash & Sweep Accounts never balance properly

  mccardc 7 views 0 comments 0 points Started by mccardc 2:02PM Investing (Windows)
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  Honeywell International Spin-Off Of Solstice Advanced Materials - Cost Basis

  Rick8 372 views 4 comments 1 point Most recent by BobP74 1:46PMInvesting (Windows)
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  fidelity woes - no downloaded transactions for one of my Fidelity accounts

  kyoung2112 228 views 7 comments 0 points Most recent by gvonroenn 1:27PMDownload, Add/Update Accounts (Windows)
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  CSV Investment Import Error Off by One Cent

  Jeeter 6 views 0 comments 0 points Started by Jeeter 1:19PM Registers & Transactions (Windows)
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  Downloads from LPL stopped working

  Question wjcaldwell 7 views 0 comments 0 points Started by wjcaldwell 12:25PM Errors and Troubleshooting (Windows)
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  Fidelity NetBenefits and Reinvest Dividends

  John_in_NC 275 views 18 comments 0 points Most recent by Quicken Kristina 12:18PMInvesting (Mac)
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  RESOLVED 12/5/25 Lincoln Financial - Retd. Services - $0 Balance When Adding Accounts

  Quicken Anja 40 views 3 comments 0 points Most recent by Quicken Janean 8:05AMAlerts, Online Banking & Known Product Issues
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  RESOLVED 12/5/25 Fidelity Net Benefits - not supporting Complete investing at the moment

  Announcement Quicken Anja 1.4K views 3 comments 0 points Most recent by Quicken Janean 7:53AMAlerts, Online Banking & Known Product Issues
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  Unable to download transactions from Janus Henderson

  Answered ssohani 159 views 19 comments 1 point Most recent by musicfan 6:38AMInvesting (Windows)
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  My list of broken Fidelity EWC+ functions

  leishirsute 1.2K views 41 comments 5 points Most recent by leishirsute 6:26AMDownload, Add/Update Accounts (Windows)
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  Fidelity Securities Mismatch FZFXX Treasury MMF

  DaveQN 51 views 4 comments 0 points Most recent by DaveQN 5:54AMDownload, Add/Update Accounts (Windows)
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  CC-501 trying to setup TreasuryDirect (reopened, still not fixed)

  jbowler 27 views 3 comments 1 point Most recent by DPW-CT December 4Paying Bills, Online Billers & Reminders (Windows)
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  Quicken windows classic and Fidelity checking

  Answered DSPatrick 113 views 11 comments 0 points Most recent by DSPatrick December 4Download, Add/Update Accounts (Windows)
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  Fidelity HSA transactions still not downloading (Ticket 1999090)

  Answered ayeo 300 views 17 comments 1 point Most recent by Quicken Alyssa December 4Errors and Troubleshooting (Windows)
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  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 December 4Download, Add/Update Accounts (Windows)
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  Still unable to connect Fidelity CMA account

  System 29 views 3 comments 0 points Most recent by Bob@61 December 4Download, Add/Update Accounts (Windows)
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  Schwab HSA account not downloading CC-800 error says Deleted Schwab account

  RAFSF 30 views 3 comments 0 points Most recent by RAFSF December 4Download, Add/Update Accounts (Mac)
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  Add Roth Conversion Estimator

  Reviewed CowboyNav1 35 views 5 comments 1 point Most recent by CowboyNav1 December 4Product Enhancements