Investments

Discussion List

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  Schwab account now gives portfolio view instead of transactions.

  Answered ✓ Closed Doug JA 11 views 3 comments 0 points Most recent by Quicken Jade December 2021Errors and Troubleshooting (Windows)
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  Merged: Ongoing Schwab issues

  Steve Brown 11 views 0 comments 0 points Most recent by Steve Brown December 2021Errors and Troubleshooting (Windows)
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  Merged: Still having problems with Quicken and CS (Windows 10 & R37.62)

  Closed john_700 31 views 0 comments 0 points Most recent by john_700 December 2021Errors and Troubleshooting (Windows)
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  Changing a stock from TSX to NASDAQ due to delisting

  Closed Kent Linkletter 31 views 0 comments 0 points Most recent by Kent Linkletter December 2021Investing (Windows)
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  OL-362-A Citi personal Wealth

  Answered ✓ Closed Brad2 112 views 3 comments 0 points Most recent by Quicken Alyssa December 2021Download, Add/Update Accounts (Windows)
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  Best way to change an Investing Account

  Answered Closed kashg 141 views 2 comments 0 points Most recent by Frankx December 2021Registers & Transactions (Windows)
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  Fidelity investment transaction fees show as "Late Settlement Fee" (online sync)

  Answered Closed Paul3 1.4K views 12 comments 1 point Most recent by garysmith87 December 2021Investing (Mac)
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  Downloading annuities data from Edward Jones.

  Closed sgreen78619 31 views 1 comment 1 point Most recent by Quicken Jasmine December 2021Investing (Mac)
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  Vanguard QFX

  Closed WeeSpark 111 views 4 comments 0 points Most recent by jacobs December 2021Download, Add/Update Accounts (Mac)
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  Transfers from investment accounts show up as coming from checking

  Answered Closed JMack 101 views 2 comments 0 points Most recent by JMack December 2021Registers & Transactions (Windows)
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  Unable to create a 401K Account in R37.62 Build 27.1.37.62

  Answered Closed carlwebster 41 views 3 comments 0 points Most recent by carlwebster December 2021Investing (Windows)
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  Quicken for Windows stopped syncing my investment data.

  Answered Closed Art L 71 views 4 comments 0 points Most recent by Gautam Tupil December 2021Errors and Troubleshooting (Mobile)
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  No Longer Being Prompted to Match or Accept New Securities

  Closed Boatnmaniac 62 views 0 comments 0 points Most recent by Boatnmaniac December 2021Investing (Windows)
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  Merged: Downloaded Schwab Transactions Are Not Being Reported Correctly

  BobCS 21 views 0 comments 0 points Most recent by BobCS December 2021Investing (Windows)
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  Correct Ticker Symbols for Principal Mixed-Asset Target Funds?

  Answered ✓ Closed mrkotter 201 views 2 comments 0 points Most recent by q_lurker December 2021Investing (Windows)
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  Schwab doesnt show in "link to existing..."

  Answered ✓ Closed leonard kearney 171 views 7 comments 1 point Most recent by leonard kearney December 2021Investing (Windows)
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  Charles Schwab & Co.

  Closed Milkie 181 views 4 comments 0 points Most recent by rvhjjh December 2021Download, Add/Update Accounts (Windows)
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  Why is Quicken booking unrealized gains for investment accounts?

  Answered Closed dave344 792 views 13 comments 1 point Most recent by gary22 December 2021Download, Add/Update Accounts (Windows)
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  Schwab transactions mismatch to Quicken

  Closed Foxbat25 121 views 7 comments 0 points Most recent by rlbaker December 2021Download, Add/Update Accounts (Windows)
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  Downloading accurate balances for investment accounts with short positions

  Closed Polly Purebred 41 views 4 comments 0 points Most recent by Quicken September December 2021Investing (Mac)
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  Transfer Shares not available, only Add or Remove

  Closed india just 51 views 3 comments 0 points Most recent by Quicken Jasmine December 2021Investing (Mac)
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  Schwab Interface is not working correctly

  Closed Daffy Duck 111 views 5 comments 0 points Most recent by Daffy Duck December 2021Download, Add/Update Accounts (Mac)
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  Schwab Debacle

  Closed egldvrbags 171 views 3 comments 1 point Most recent by HJH Consult December 2021Download, Add/Update Accounts (Windows)
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  Number of Shares discrepancy between Quicken Data and Quicken Investing

  Answered Closed TonyD 152 views 13 comments 0 points Most recent by Chris_QPW December 2021Investing (Windows)
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  Merged: Schwab WebConnect Still Not Working

  Closed StillFrustrated 21 views 0 comments 0 points Most recent by StillFrustrated December 2021Download, Add/Update Accounts (Windows)
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  Bond Issues with Schwab Accounts

  Closed S Singer 101 views 4 comments 0 points Most recent by RobLinford December 2021Investing (Windows)