Investments

Discussion List

• 
  Re: Quicken updating with incorrect stock quotes

  Closed mxbishop 23 views 1 comment 1 point Most recent by Quicken Alyssa November 2025Download, Add/Update Accounts (Windows)
• 
  After Rebalancing 401k, Quicken displaying Incorrect Account Balance

  Closed David Green 96 views 8 comments 0 points Most recent by EvDob November 2025Download, Add/Update Accounts (Windows)
• 
  Reconciling JP Morgan Investment Accounts

  Closed GaryD 13 views 2 comments 0 points Most recent by Chris_QPW November 2025Investing (Mac)
• 
  Fidelity Investments - Dividend transactions for Foreign Stocks are not being automatically recorded

  Closed pcg_quick 560 views 40 comments 1 point Most recent by Chris_QPW November 2025Investing (Windows)
• 
  Placeholder transactions being added

  Closed Perry Smith 159 views 14 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Mac)
• 
  Fidelity Brokerage Account Transaction Categorization

  Closed apodsim 23 views 1 comment 0 points Most recent by Quicken Kristina November 2025Investing (Windows)
• 
  How is investment return calculated?

  Answered Closed sneff30 96 views 7 comments 0 points Most recent by Chris_QPW November 2025Investing (Mac)
• 
  Cannot get cash balance to reconcile/show accurately (Fidelity)

  Closed Charles Farnell 87 views 5 comments 0 points Most recent by Quicken Alyssa November 2025Registers & Transactions (Windows)
• 
  Fidelity not updating

  Closed sycamore1234 161 views 10 comments 0 points Most recent by Quicken Alyssa November 2025Errors and Troubleshooting (Mac)
• 
  fidelity investments accounts still showing shares held instead of cash

  Answered Closed rayseidlinger 123 views 11 comments 0 points Most recent by Quicken Kristina November 2025Registers & Transactions (Windows)
• 
  Current Fidelity Instructions

  Answered Closed Bob@45 219 views 9 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
• 
  zzz-fidelity account appeared after migration [Edited]

  Closed aboxbaum 86 views 3 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity Investments

  Closed Sparky8652 32 views 3 comments 0 points Most recent by Quicken Anja November 2025Download, Add/Update Accounts (Mac)
• 
  Fidelity non-qualified plan fund sales downloaded as withdrawals and missing info

  Closed System 11 views 2 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity NetBenefits transaction posted to Janus account

  Closed System 14 views 2 comments 0 points Most recent by Quicken Kristina November 2025Errors and Troubleshooting (Windows)
• 
  ONGOING! 11/8/25 Charles Schwab Bank - Web Connect bid Discontinued

  Quicken Kristina 735 views 2 comments 1 point Most recent by Quicken Kristina November 2025Alerts, Online Banking & Known Product Issues
• 
  Fidelity Accounts have to reconnect with each new Quicken Mac session

  Closed 1954 11 views 1 comment 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Mac)
• 
  Quicken mischaracterizing Fidelity NetBenefits 401(k) loan repayments

  Closed Jimal 12 views 1 comment 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Mac)
• 
  Autoreconcile works until it doesn't (Q Mac)

  Closed dan.greenberg.ct 138 views 11 comments 0 points Most recent by Quicken Kristina November 2025Errors and Troubleshooting (Mac)
• 
  Schwab cc-800

  Closed jtawil777 104 views 12 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
• 
  Wells Fargo Advisors won't download transations

  Closed mhsherman461 170 views 12 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
• 
  Quicken/Fidelity Link wants to link existing Brokerage accounts as checking through online set up

  Closed Dennis Nelson 200 views 8 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity transactions not downloading (QWin)

  Closed System 318 views 15 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
• 
  Merrill Lynch Investments does not update – NO ERROR CODE

  Closed mvwabc 95 views 3 comments 0 points Most recent by Quicken Kristina November 2025Errors and Troubleshooting (Windows)
• 
  New Stock Purchase Does Not Allow Funding Account (Q Mac)

  Closed bill.fry 11 views 2 comments 0 points Most recent by Jon November 2025Investing (Mac)
• 
  Merrill Lynch Reinvestments

  Closed GTmem 264 views 23 comments 0 points Most recent by SomebodyInGNV November 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity updates create new securities

  Answered Closed andy 35 views 3 comments 0 points Most recent by John_in_NC November 2025Download, Add/Update Accounts (Mac)
• 
  Fidelity Error CC-501 now Error CC-506

  Closed tellis32 89 views 3 comments 0 points Most recent by Quicken Alyssa November 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity NetBenefits not downloading Complete - Positions and Transactions.

  Closed Ducati 54 views 1 comment 0 points Most recent by Quicken Alyssa November 2025Download, Add/Update Accounts (Windows)
• 
  Quicken - A Fidelty Download Problem -- Mac

  Closed gwpotter 45 views 3 comments 0 points Most recent by gwpotter November 2025Registers & Transactions (Mac)