Investments

Discussion List

• 
  Market Value Discrepancy

  mike132 89 views 8 comments 0 points Most recent by Quicken Laura 8:56AMErrors and Troubleshooting (Mac)
• 
  Fidelity Investments - Download issues

  Answered ✓ Franklin S. 141 views 5 comments 0 points Most recent by George082 8:52AMDownload, Add/Update Accounts (Windows)
• 
  New JP Morgan Investment accounts are not being added

  Answered LJDM 23 views 2 comments 0 points Most recent by Quicken Alyssa 8:02AMDownload, Add/Update Accounts (Mac)
• 
  1

  Up
  Custom Investing account subgroups

  New Steve_Cdn_Mac 22 views 2 comments 1 point Most recent by Steve_Cdn_Mac 7:06AMInvestments
• 
  CC-601 Error - Fidelity Brokerage Accounts not updating.

  gtgerbo 3.3K views 140 comments 2 points Most recent by Quicken Laura 6:02AMDownload, Add/Update Accounts (Windows)
• 
  Fidelity Cash Management Account Continued Issues, Continued

  Jeepien 17 views 1 comment 0 points Most recent by Quicken Laura March 25Download, Add/Update Accounts (Windows)
• 
  My Comcast Stock account no longer allows MiscIncX

  Answered Courtenay 18 views 1 comment 0 points Most recent by Quicken Carlos March 25Registers & Transactions (Windows)
• 
  Any resolution for these issues at LPL Financial?

  Answered WileyOne 55 views 7 comments 0 points Most recent by Quicken Carlos March 25Download, Add/Update Accounts (Windows)
• 
  Fidelity Investments - 401(k) Unidentified Security

  cjim 66 views 8 comments 0 points Most recent by cjim March 25Download, Add/Update Accounts (Windows)
• 
  Fidelity transactions not downloading, no error messages

  Closed System 64 views 5 comments 0 points Most recent by Quicken Alyssa March 25Errors and Troubleshooting (Windows)
• 
  28
  Add ability to link accounts to brokerage accounts to Quicken for Mac (104 Legacy Votes)

  Planned smayer97 2.4K views 64 comments 28 points Most recent by MJ1218 March 25Investments
• 
  Fidelity CMA downloaded transaction not applying renaming rules

  S_P 22 views 1 comment 0 points Most recent by Quicken Kristina March 24Registers & Transactions (Windows)
• 
  Error in categorizing option writing transactions in Fidelity Accounts

  HarryM 33 views 5 comments 0 points Most recent by Quicken Kristina March 24Errors and Troubleshooting (Windows)
• 
  Issues with VOYA - again

  dmurad53 45 views 6 comments 0 points Most recent by dmurad53 March 24Errors and Troubleshooting (Windows)
• 
  Unable to download transactions from Janus Henderson

  Answered ssohani 668 views 41 comments 1 point Most recent by Fern890 March 24Investing (Windows)
• 
  Fidelity Downloaded Transactions Not Matching

  micdif 394 views 38 comments 0 points Most recent by Quicken Kristina March 24Errors and Troubleshooting (Windows)
• 
  RESOLVED 3/24/26 Fidelity Investment- FDP-101/CC-601 CP_SCRIPT_ERROR

  Quicken Kristina 3.8K views 3 comments -3 points Most recent by Quicken Alyssa March 24Alerts, Online Banking & Known Product Issues
• 
  Fidelity Cash Balance Not working on Quicken for Mac

  Sammy 14 views 1 comment 0 points Most recent by Quicken Laura March 24Reports (Mac)
• 
  As I try to continue reconciling Q Classic Cda to Excel

  Answered Tealeaf3 91 views 6 comments 0 points Most recent by Tealeaf3 March 23All Things Canadian (Windows)
• 
  Fidelity Investments Linked Checking account not downloading

  cheez1950 34 views 4 comments 0 points Most recent by Quicken Kristina March 23Download, Add/Update Accounts (Windows)
• 
  Fidelity Downloads

  Bill O'Neil 106 views 9 comments 0 points Most recent by Quicken Alyssa March 23Investing (Windows)
• 
  Quicken software not updating stock option prices (Edited)

  iriddles 114 views 7 comments 0 points Most recent by Quicken Carlos March 23Investing (Windows)
• 
  Vanguard transactions in Quicken are not lining up with balances on Vanguard

  smm13 68 views 7 comments 0 points Most recent by Quicken Alyssa March 23Registers & Transactions (Windows)
• 
  Issues Downloading Fidelity

  System 242 views 22 comments 0 points Most recent by Quicken Alyssa March 23Download, Add/Update Accounts (Windows)
• 
  Cannot add Schwab brokerage accounts

  rj3230987 51 views 2 comments 0 points Most recent by Quicken Alyssa March 23Download, Add/Update Accounts (Windows)
• 
  Securities & Cash Assigned to a business

  Answered Nauset 14 views 1 comment 0 points Most recent by Quicken Kristina March 22Reports (Mac)
• 
  Error message on Password length

  CPFinance$ 22 views 2 comments 0 points Most recent by Quicken Kristina March 22Download, Add/Update Accounts (Windows)
• 
  Why are the balances inaccurate for my Edward Jones accounts directly connected to Quicken Classic?

  Answered Douglas Carr 22 views 2 comments 0 points Most recent by Quicken Kristina March 22Investing (Mac)
• 
  Registry different from Portfolio view

  FarmHills 53 views 5 comments 0 points Most recent by Quicken Kristina March 22Investing (Windows)
• 
  Schwab trouble with expired options and short stock sales.

  DRHayes 52 views 6 comments 0 points Most recent by Quicken Laura March 22Download, Add/Update Accounts (Windows)