Investments

Discussion List

• 
  Fidelity Transaction Mixup [Edited]

  Answered johnboy1227 72 views 4 comments 0 points Most recent by Quicken Alyssa 1:47PMInvesting (Windows)
• 
  My Fidelity bugs still around after a year since EWC+ migration

  EvDob 382 views 17 comments 0 points Most recent by jersey42 1:07PMDownload, Add/Update Accounts (Windows)
• 
  everything went wrong!

  Adience 524 views 23 comments 1 point Most recent by Quicken Levetta 10:25AMErrors and Troubleshooting (Mac)
• 
  State Employees Credit Union - NC: A previously linked IRA account no longer links.

  System 239 views 18 comments 0 points Most recent by Boatnmaniac 7:43AMDownload, Add/Update Accounts (Windows)
• 
  Combined two IRA brokerage accounts into one

  Answered jjrichards 67 views 5 comments 0 points Most recent by jjrichards September 28Download, Add/Update Accounts (Mac)
• 
  Express Connect Plus + I have 8 EWC+ Investment accounts at Fidelity Investments.

  Answered bizzybill 40 views 1 comment 0 points Most recent by NotACPA September 28Investing (Windows)
• 
  One Step Update wants to treat my 401(k) contribution as a security

  Answered CFBro 61 views 2 comments 0 points Most recent by CFBro September 28Download, Add/Update Accounts (Windows)
• 
  Voya FDP-105

  System 35 views 3 comments 0 points Most recent by Quicken Kristina September 28Download, Add/Update Accounts (Mac)
• 
  UBS OneStep Update

  Answered Pat Marshall 174 views 12 comments 0 points Most recent by Quicken Kristina September 28Download, Add/Update Accounts (Windows)
• 
  MORNING STAR no longer works

  Answered Ken267 46 views 2 comments 0 points Most recent by Quicken Kristina September 28Investing (Windows)
• 
  OSU Fidelity Issue

  es114 70 views 4 comments 0 points Most recent by Quicken Laura September 28Download, Add/Update Accounts (Windows)
• 
  11

  Up
  Return benchmark info & choice to Portfolio x-ray

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

  Up
  Return fixed income style box to Portfolio x-ray

  Reviewed rattytom 91 views 5 comments 10 points Most recent by rattytom September 28Product Enhancements
• 
  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)
• 
  Unable to add Fidelity account, seeing "Sign in to Fidelity Investments failed. Try again." error

  Answered Howard Hoffman 160 views 6 comments 0 points Most recent by Quicken Kristina September 27Investing (Windows)
• 
  Merrill Lynch accounts update issues

  Gary 49 views 2 comments 0 points Most recent by Quicken Kristina September 27Download, Add/Update Accounts (Windows)
• 
  8

  Up
  Tags for Investment transactions

  Reviewed acs2 158 views 10 comments 8 points Most recent by acs2 September 27Manage Accounts and Transactions
• 
  How to deal with investment asset transfers between brokerage accounts?

  Answered ✓ Will Fiveash 254 views 12 comments 0 points Most recent by Will Fiveash September 26Investing (Mac)
• 
  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)
• 
  Fidelity CC-501/CC-506/Nonstop Reauthorizations/Accts "have been deleted", then not

  MattT 141 views 7 comments 0 points Most recent by Quicken Kristina September 25Download, Add/Update Accounts (Windows)
• 
  Wealthsimple integration is broken, mislabeled as Mint. HDFC integration broken.

  tinyparticle 64 views 4 comments 0 points Most recent by Quicken Kristina September 25All Things Canadian (Mac)
• 
  1

  Up
  New UI to Reclassify Distributions (Return of Capital)

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

  System 53 views 3 comments 0 points Most recent by Quicken Kristina September 25Errors and Troubleshooting (Mac)
• 
  Shares off in Quicken versus Merrill Lynch

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

  Answered DLC423 89 views 4 comments 0 points Most recent by Quicken Kristina September 25Download, Add/Update Accounts (Windows)
• 
  2

  Up
  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
• 
  Mismatch of Fidelity Funds, how to fix?

  Answered Closed Smokey7422 183 views 6 comments 0 points Most recent by Quicken Anja September 25Investing (Windows)
• 
  12

  Up
  Enable "Register Columns" configuration in settings for Investment registers

  Reviewed Ted P 324 views 23 comments 12 points Most recent by Quicken Levetta September 24Investments
• 
  1

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

  Reviewed barryi 140 views 6 comments 1 point Most recent by Quicken Levetta September 24Reports
• 
  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)