Investments

Discussion List

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  Fidelity Cash Management Account

  Closed LedgerLynx 194 views 6 comments 0 points Most recent by leishirsute October 17Registers & Transactions (Mac)
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  No Value Investments

  Answered ✓ Closed Adience 48 views 3 comments 0 points Most recent by Adience October 16Investing (Windows)
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  Fidelity Reauthorization Loop

  Closed System 214 views 9 comments 0 points Most recent by Quicken Alyssa October 16Download, Add/Update Accounts (Windows)
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  Citi investment not working again

  Closed DesiArnez 32 views 2 comments 0 points Most recent by Quicken Alyssa October 16Errors and Troubleshooting (Windows)
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  One Step Update Not Updating Investment Accounts

  Closed Dan13 73 views 3 comments 0 points Most recent by Quicken Alyssa October 15Download, Add/Update Accounts (Windows)
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  Merrill Connection

  Closed dabel524 47 views 5 comments 0 points Most recent by Quicken Alyssa October 15Download, Add/Update Accounts (Mac)
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  Fidelity NetBenefits 401(k) is still downloading incorrect transactions

  Closed cyberphile 76 views 3 comments 0 points Most recent by Quicken Kristina October 14Registers & Transactions (Windows)
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  Fidelity Transaction History Lost

  Answered Closed dougsankey 70 views 5 comments 0 points Most recent by Quicken Kristina October 14Registers & Transactions (Mac)
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  2
  Print Portfolio X-Ray

  Planned System 1.3K views 33 comments 2 points Most recent by unknown October 14Investments
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  Fidelity cash balance not matching that downloaded for IRA accounts

  Closed chestrenu 90 views 5 comments 0 points Most recent by nothear2talk October 14Errors and Troubleshooting (Windows)
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  Where are the Morningstar elements in 64.30?

  Closed MMinderbinder 59 views 5 comments 0 points Most recent by NotACPA October 13Investing (Windows)
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  10/13/25 No Transactions for Fidelity HSA Accounts

  Announcement Quicken Kristina 1.2K views 0 comments 4 points Started by Quicken Kristina October 13 Announcements
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  A phantom/invisible transaction is throwing off my cleared balance. What can I do?

  Answered Closed MWK8 143 views 11 comments 0 points Most recent by Jim_Harman October 13Registers & Transactions (Windows)
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  Fidelity Money Market Mismatch Message after EWC+

  Closed Bione 72 views 5 comments 0 points Most recent by Chris_QPW October 12Investing (Windows)
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  The Payee on a reinvested dividends is incorrect

  Answered Closed HLT 69 views 6 comments 0 points Most recent by Jim_Harman October 12Reports (Windows)
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  TSP downloads don't show individual transactions [EDITED]

  Closed Cgsarpilot 37 views 2 comments 0 points Most recent by Quicken Kristina October 12Download, Add/Update Accounts (Mac)
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  Missing transactions in Fidelity IRA and brokerage accounts (QWin)

  Closed System 30 views 2 comments 0 points Most recent by Quicken Kristina October 12Investing (Windows)
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  Having trouble syncing 3 Fidelity accounts with Quicken

  Closed System 125 views 4 comments 0 points Most recent by Movie Nut October 11Download, Add/Update Accounts (Windows)
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  how to manage fidelity update wrt incorrect cash balance and doubled fund holdings

  Answered Closed phil 57 views 1 comment 0 points Most recent by Quicken Kristina October 11Download, Add/Update Accounts (Mac)
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  where are the registers for investment accounts?

  Answered Closed Corky4 29 views 2 comments 0 points Most recent by Quicken Kristina October 11Registers & Transactions (Windows)
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  Fidelity Changes to your connected services in Quicken

  Closed Ethan1991 462 views 4 comments 0 points Most recent by Quicken Kristina October 11Download, Add/Update Accounts (Windows)
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  Ability to group Investment accounts by Taxable and Non-Taxable on Account Sidebar [Edited]

  Reviewed Dali 26 views 2 comments 1 point Most recent by Dali October 11Investments
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  Investment register went BLANK; recovered by restarting Quicken

  Closed Rx 34 views 1 comment 0 points Most recent by Tom Young October 11Investing (Windows)
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  Need a configurable option to treat an account's Settlement fund as cash

  Reviewed ChicagoGuy 19 views 0 comments 1 point Started by ChicagoGuy October 11 Manage Accounts and Transactions
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  R 64.19: improved portfolio x-ray not working

  Answered Closed tanapoli 549 views 33 comments 0 points Most recent by Jim_Harman October 10Investing (Windows)
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  Principal Financial 401K account added successfully, but the amount is DOUBLED

  Answered Closed jc999 102 views 5 comments 0 points Most recent by Quicken Kristina October 10Download, Add/Update Accounts (Mac)
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  Quicken keeps insisting my balance at Fidelity is off by my exact balance.

  Closed Maria52Girgis 119 views 7 comments 0 points Most recent by Quicken Kristina October 10Download, Add/Update Accounts (Mac)
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  Fidelity Price History for US Treasuries Doesn't update

  Closed HCJoe 110 views 8 comments 1 point Most recent by Quicken Kristina October 10Download, Add/Update Accounts (Windows)
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  Print Portfolio X-Ray report, 2nd attempt

  Reviewed UKR 327 views 6 comments 48 points Most recent by Jeff76 October 10Investments