Investments

Discussion List

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  Fidelity EWC+ does not seem to add accounts that have linked cash accounts

  Closed leishirsute 60 views 3 comments 0 points Most recent by Quicken Kristina October 17Download, Add/Update Accounts (Windows)
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  For Fidelity Cash Management Account, market value is out of sync with the running balance

  Answered Closed jkyle 142 views 7 comments 1 point Most recent by Quicken Kristina October 17Errors and Troubleshooting (Mac)
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  New Fidelity Connection - Incorrect # of Shares/Missing Investment Accounts [Mac]

  Answered Closed AFN 3.6K views 140 comments 1 point Most recent by Quicken Kristina October 17Download, Add/Update Accounts (Mac)
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  New Fidelity Connection - Incorrect # of Shares/Missing Investment Accounts [WIN]

  Closed Marilyn Heidenfelder 5.2K views 120 comments 0 points Most recent by Quicken Kristina October 17Download, Add/Update Accounts (Windows)
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  What’s Going On Between Fidelity and Quicken?

  Closed Desiree 31.5K views 587 comments 4 points Most recent by Quicken Kristina October 17Download, Add/Update Accounts (Windows)
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  Unable to Import Old 401k Transactions from Principal or other Investment Accounts

  Closed whab 27 views 1 comment 0 points Most recent by Quicken Kristina October 17Download, Add/Update Accounts (Mac)
• 
  Fidelity download failing

  Answered Closed dave.1234 40 views 2 comments 0 points Most recent by Quicken Kristina October 17Download, Add/Update Accounts (Mac)
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  4

  Up
  Call Dates for CDs and bonds

  Reviewed DStar 28 views 2 comments 4 points Most recent by dickm2275 October 17Investments
• 
  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)
• 
  Fidelity Reauthorization Loop

  Closed System 216 views 9 comments 0 points Most recent by Quicken Alyssa October 16Download, Add/Update Accounts (Windows)
• 
  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 74 views 3 comments 0 points Most recent by Quicken Alyssa October 15Download, Add/Update Accounts (Windows)
• 
  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 77 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 70 views 6 comments 0 points Most recent by Jim_Harman October 12Reports (Windows)
• 
  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)
• 
  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)
• 
  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)
• 
  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 463 views 4 comments 0 points Most recent by Quicken Kristina October 11Download, Add/Update Accounts (Windows)