Investments

Discussion List

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  National Bank Financial WM Investments are say Zero. Am I missing a step in set up?

  Answered Closed Rowbotham 35 views 4 comments 0 points Most recent by Rowbotham January 2022All Things Canadian (Mac)
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  Investments Account & QK

  Closed AlQK 45 views 5 comments 0 points Most recent by jacobs January 2022Investing (Mac)
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  Update changed investment accounts to simple

  Answered ✓ Closed SomebodyInGNV 796 views 4 comments 1 point Most recent by CharleyInWA January 2022Investing (Windows)
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  How do I change my email address for "Notifications" received about my Invenstment accounts?

  Answered ✓ Closed revans8014 164 views 2 comments 0 points Most recent by revans8014 January 2022Investing (Windows)
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  Is there a way to add a note to any security/ticker?

  Answered Closed Hilarious D.A.D. 59 views 9 comments 0 points Most recent by q_lurker January 2022Investing (Windows)
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  Placeholder Transaction in 401(k) Account

  Answered ✓ Closed Austin@ 237 views 5 comments 0 points Most recent by jacobs January 2022Investing (Mac)
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  Simple vs Complete Investing

  Answered Closed QWMax 2.9K views 11 comments 0 points Most recent by richard werbin January 2022Investing (Windows)
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  How Fix Charles Schwab Investment Balance

  Closed Dee R 76 views 1 comment 0 points Most recent by Tom Young January 2022Investing (Windows)
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  Account Bar investment market value wrong compared to Broker

  Closed sjmauger 368 views 6 comments 0 points Most recent by sjmauger January 2022Investing (Windows)
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  Incorrect Categorization of Schwab Downloads

  Closed decl 73 views 2 comments 0 points Most recent by decl January 2022Registers & Transactions (Mac)
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  "Return %" column for Investing Page not properly updating for 2022 Activity

  Closed pgavon 105 views 10 comments 0 points Most recent by Sherlock January 2022Investing (Windows)
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  How am I doing with my investments for the last 12 months?

  Answered Closed tim.rohrer1 123 views 5 comments 0 points Most recent by tim.rohrer1 January 2022Investing (Mac)
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  Net worth over time report mystery mismatch

  Closed nhuddleston 156 views 8 comments 0 points Most recent by jasonp_austin January 2022Reports (Mac)
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  Randomly losing old needed price quote history data in Quicken Windows Subscription

  Answered Closed rakon107 155 views 8 comments 0 points Most recent by rakon107 January 2022Errors and Troubleshooting (Windows)
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  Transfers of equities between Schwab accounts do not show up

  Answered Closed George 75 views 6 comments 0 points Most recent by George January 2022Registers & Transactions (Mac)
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  Cash balance incorrect. Cannot correct it.

  Closed sheldonreis 354 views 1 comment 0 points Most recent by Jim_Harman January 2022Investing (Windows)
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  Any problems with quicken for Mac matching checks with Investment account instead of checks

  Answered Closed toms123 38 views 8 comments 0 points Most recent by UKR January 2022Download, Add/Update Accounts (Mac)
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  Is there a way to connect to HSA Investor account in UMB from Quicken?

  Answered Closed suepfister 146 views 2 comments 0 points Most recent by Jim_Harman January 2022Investing (Windows)
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  Year-End Download from American Century (Pershing system) error.

  Closed jvprice6 43 views 0 comments 0 points Most recent by jvprice6 January 2022Investing (Windows)
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  Account Overview Screen: [Holdings].Market Value does not match [Account Status].Total Market Value

  Answered ✓ Closed DJW 369 views 6 comments 0 points Most recent by DJW January 2022Investing (Windows)
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  Re-categorize an asset?

  Answered Closed hyyqckn 103 views 3 comments 0 points Most recent by Quicken Jared January 2022Investing (Mac)
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  Duplicate Post Error - This Thread Can be Deleted.

  Gilley7997 13 views 0 comments 0 points Most recent by Gilley7997 January 2022Investing (Windows)
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  New Investing Accounts have Transactions grayed out

  Answered Closed hyyqckn 96 views 5 comments 0 points Most recent by hyyqckn January 2022Investing (Mac)
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  Adding investment account downloads incorrect fund (Just 1, of 14)

  LeeG 11 views 0 comments 0 points Most recent by LeeG January 2022Registers & Transactions (Windows)