Investments

Discussion List

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  State Employees Credit Union - NC: A previously linked IRA account no longer links.

  System 223 views 17 comments 0 points Most recent by Quicken Laura 5:34AMDownload, Add/Update Accounts (Windows)
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  Combined two IRA brokerage accounts into one

  Answered jjrichards 63 views 5 comments 0 points Most recent by jjrichards September 28Download, Add/Update Accounts (Mac)
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  One Step Update wants to treat my 401(k) contribution as a security

  Answered CFBro 38 views 2 comments 0 points Most recent by CFBro September 28Download, Add/Update Accounts (Windows)
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  Voya FDP-105

  System 27 views 3 comments 0 points Most recent by Quicken Kristina September 28Download, Add/Update Accounts (Mac)
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  UBS OneStep Update

  Answered Pat Marshall 171 views 12 comments 0 points Most recent by Quicken Kristina September 28Download, Add/Update Accounts (Windows)
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  MORNING STAR no longer works

  Answered Ken267 38 views 2 comments 0 points Most recent by Quicken Kristina September 28Investing (Windows)
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  OSU Fidelity Issue

  es114 69 views 4 comments 0 points Most recent by Quicken Laura September 28Download, Add/Update Accounts (Windows)
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  11

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  Return benchmark info & choice to Portfolio x-ray

  Reviewed rattytom 120 views 6 comments 11 points Most recent by mtn_living September 28Investments
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  10

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  Return fixed income style box to Portfolio x-ray

  Reviewed rattytom 91 views 5 comments 10 points Most recent by rattytom September 28Product Enhancements
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  E*Trade (now Morgan Stanley) only support Simple Investment

  Closed Howard Hoffman 762 views 34 comments 0 points Most recent by Quicken Kristina September 27Download, Add/Update Accounts (Windows)
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  Unable to add Fidelity account, seeing "Sign in to Fidelity Investments failed. Try again." error

  Answered Howard Hoffman 157 views 6 comments 0 points Most recent by Quicken Kristina September 27Investing (Windows)
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  Merrill Lynch accounts update issues

  Gary 48 views 2 comments 0 points Most recent by Quicken Kristina September 27Download, Add/Update Accounts (Windows)
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  8

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  Tags for Investment transactions

  Reviewed acs2 155 views 10 comments 8 points Most recent by acs2 September 27Manage Accounts and Transactions
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  How to deal with investment asset transfers between brokerage accounts?

  Answered ✓ Will Fiveash 236 views 12 comments 0 points Most recent by Will Fiveash September 26Investing (Mac)
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  Downloads from NetX Investor (Benjamin F Edwards Account)

  CCPARKER 46 views 1 comment 0 points Most recent by Quicken Carlos September 26Download, Add/Update Accounts (Mac)
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  Fidelity CC-501/CC-506/Nonstop Reauthorizations/Accts "have been deleted", then not

  MattT 138 views 7 comments 0 points Most recent by Quicken Kristina September 25Download, Add/Update Accounts (Windows)
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  Wealthsimple integration is broken, mislabeled as Mint. HDFC integration broken.

  tinyparticle 58 views 4 comments 0 points Most recent by Quicken Kristina September 25All Things Canadian (Mac)
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  1

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  New UI to Reclassify Distributions (Return of Capital)

  Reviewed BryanK 42 views 2 comments 1 point Most recent by q_lurker September 25Investments
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  Slowness and incorrect Fidelity balances after updating to 9.2.1

  System 52 views 3 comments 0 points Most recent by Quicken Kristina September 25Errors and Troubleshooting (Mac)
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  Shares off in Quicken versus Merrill Lynch

  ummasmith 39 views 2 comments 0 points Most recent by Quicken Kristina September 25Investing (Mac)
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  How do I add my TIAA Netx Investor Pershing account to Quicken

  Answered DLC423 88 views 4 comments 0 points Most recent by Quicken Kristina September 25Download, Add/Update Accounts (Windows)
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  2

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  Consistent (same) color scheme for multiple portfolio asset allocation pie charts and bar charts

  Reviewed parulsaxena999 9 views 1 comment 2 points Most recent by Quicken Anja September 25Display/UI
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  Mismatch of Fidelity Funds, how to fix?

  Answered Closed Smokey7422 182 views 6 comments 0 points Most recent by Quicken Anja September 25Investing (Windows)
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  12

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  Enable "Register Columns" configuration in settings for Investment registers

  Reviewed Ted P 321 views 23 comments 12 points Most recent by Quicken Levetta September 24Investments
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  1

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  Ability to add Portfolio Value report information to Dashboard [Edited]

  Reviewed barryi 136 views 6 comments 1 point Most recent by Quicken Levetta September 24Reports
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  1099-R Investment Account Withdrawals and Transfers not showing in Tax Reports or Tax Planner

  LearPilot714 82 views 3 comments 0 points Most recent by Quicken Alyssa September 24Reports (Windows)
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  Wells Fargo Issue

  Joseph 261 views 14 comments 0 points Most recent by Quicken Levetta September 24Errors and Troubleshooting (Mac)
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  American Century Investments won't add or activate one step update

  deliusfan 53 views 2 comments 0 points Most recent by Quicken Laura September 24Errors and Troubleshooting (Windows)
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  How to change the starting cash balance on an investment account for reconciliation?

  Answered schraub 126 views 4 comments 0 points Most recent by Boatnmaniac September 24Registers & Transactions (Windows)