Investments

Discussion List

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  Fidelity cash sweep account interest does not change cash balance in Quicken

  Closed Steve Huston 91 views 4 comments 0 points Most recent by Ray November 2025Investing (Windows)
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  Fidelity cc 506 error

  Closed kmagnush 155 views 9 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  2

  Up
  Tags for Investment transactions

  Reviewed acs2 45 views 2 comments 2 points Most recent by acs2 November 2025Manage Accounts and Transactions
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  Fidelity download share balance error

  Closed Bob@45 111 views 10 comments 0 points Most recent by Bob@45 November 2025Download, Add/Update Accounts (Windows)
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  Continual Duplicate Transactions after FIdelity Connection Update

  Answered Closed lavoce2011 64 views 4 comments 0 points Most recent by Quicken Alyssa November 2025Download, Add/Update Accounts (Mac)
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  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)
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  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)
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  Reconciling JP Morgan Investment Accounts

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

  Closed pcg_quick 562 views 40 comments 1 point Most recent by Chris_QPW November 2025Investing (Windows)
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  Placeholder transactions being added

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

  Closed apodsim 25 views 1 comment 0 points Most recent by Quicken Kristina November 2025Investing (Windows)
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  How is investment return calculated?

  Answered Closed sneff30 96 views 7 comments 0 points Most recent by Chris_QPW November 2025Investing (Mac)
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  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)
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  Fidelity not updating

  Closed sycamore1234 161 views 10 comments 0 points Most recent by Quicken Alyssa November 2025Errors and Troubleshooting (Mac)
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  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)
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  Current Fidelity Instructions

  Answered Closed Bob@45 220 views 9 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  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)
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  Fidelity Investments

  Closed Sparky8652 32 views 3 comments 0 points Most recent by Quicken Anja November 2025Download, Add/Update Accounts (Mac)
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  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)
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  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)
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  ONGOING! 11/8/25 Charles Schwab Bank - Web Connect bid Discontinued

  Quicken Kristina 736 views 2 comments 1 point Most recent by Quicken Kristina November 2025Alerts, Online Banking & Known Product Issues
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  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)
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  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)
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  Autoreconcile works until it doesn't (Q Mac)

  Closed dan.greenberg.ct 139 views 11 comments 0 points Most recent by Quicken Kristina November 2025Errors and Troubleshooting (Mac)
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  Schwab cc-800

  Closed jtawil777 105 views 12 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  Wells Fargo Advisors won't download transations

  Closed mhsherman461 172 views 12 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  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)
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  Fidelity transactions not downloading (QWin)

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

  Closed mvwabc 97 views 3 comments 0 points Most recent by Quicken Kristina November 2025Errors and Troubleshooting (Windows)
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  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)