Investments

Discussion List

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  Getting Old Duplicate Transactions with Fidelity

  Closed BarryMo 12 views 1 comment 0 points Most recent by Quicken Alyssa November 2025Download, Add/Update Accounts (Windows)
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  Charles Schwab not downloading?

  Answered Closed VOODIA 213 views 5 comments 2 points Most recent by Quicken Alyssa November 2025Download, Add/Update Accounts (Windows)
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  New Fidelity Connection Method - Service Unavailable message [Edited]

  Answered Closed CharlieG 898 views 40 comments 2 points Most recent by smess November 2025Download, Add/Update Accounts (Windows)
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  Fidelity new connection issue (Fidelity NetBenefits now gone)

  Closed Rick2022 847 views 20 comments 1 point Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Mac)
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  During Fidelity Download, PREVIOUSLY entered transactions are lost

  Closed rwaynerogers 86 views 7 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  Partnership Distributions

  Closed bighorn77 41 views 3 comments 0 points Most recent by Quicken Kristina November 2025Investing (Windows)
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  Fidelity Online Balance - includes investments values - can't reconcile

  Closed Carefree 1.1K views 66 comments 0 points Most recent by Brad L Vandermoon November 2025Download, Add/Update Accounts (Mac)
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  Downloading Fidelity Brokerage accounts

  Closed Cathy Diotte Scott 350 views 13 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  BNY Mellon not downloading since saturday

  Closed misterconcrete 513 views 30 comments 0 points Most recent by Quicken Anja November 2025Errors and Troubleshooting (Windows)
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  Download window blank after updating prices from Fidelity

  Closed EvDob 81 views 11 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  Investing Tab Portfolio View Not Displaying Dividends For Mutual Funds

  Closed ksdeuser@ 76 views 7 comments 0 points Most recent by q_lurker November 2025Investing (Windows)
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  Quicken for Mac does not have an automatic balance notice of shares being off

  Answered Closed jjrichards 33 views 4 comments 0 points Most recent by jacobs November 2025Download, Add/Update Accounts (Mac)
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  Investing - Portfolio Value by Security by [Time Interval]

  Reviewed bkinva 11 views 0 comments 2 points Started by bkinva November 2025 Reports
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  Yield on Investment Showing Zeros (in Portfolio View)

  Closed JoeL. 85 views 4 comments 0 points Most recent by Quicken Alyssa November 2025All Things Canadian (Windows)
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  Fidelity securities duplicating

  Closed System 48 views 7 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Mac)
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  Fidelity transaction sign errors

  Closed EvDob 135 views 10 comments 0 points Most recent by Quicken Kristina November 2025Errors and Troubleshooting (Windows)
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  Any support for downloading from Webull?

  Answered Closed MichaelCortese 43 views 1 comment 0 points Most recent by Quicken Alyssa November 2025Download, Add/Update Accounts (Windows)
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  Can't Connect to Fidelity

  Closed CPFinance$ 118 views 3 comments 0 points Most recent by Quicken Alyssa November 2025Download, Add/Update Accounts (Windows)
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  Is cash handling in a Fidelity brokerage account part of the Fidelity issues I see posted?

  Answered Closed Dennis6@ 2.1K views 55 comments 0 points Most recent by ha_amin November 2025Investing (Windows)
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  Fidelity Incorrect Balances

  Closed System 55 views 4 comments 0 points Most recent by Quicken Alyssa November 2025Registers & Transactions (Mac)
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  Can you have 2 copies of Quicken use EWC+ on same institution?

  Closed qudtp 126 views 10 comments 0 points Most recent by Chris_QPW November 2025Download, Add/Update Accounts (Windows)
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  Fidelity account will not download sale of FZDXX when sold

  Closed Dennis Nelson 85 views 4 comments 0 points Most recent by Quicken Alyssa November 2025Investing (Windows)
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  New Major Bug That Scares Me: Quote Price on Lots Incorrect

  Answered Closed recursor1 74 views 5 comments 0 points Most recent by Quicken Alyssa November 2025Errors and Troubleshooting (Windows)
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  Ascensus connectivity issue

  Closed MSStateDawg 40 views 1 comment 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  Fidelity Investments updates

  Answered Closed jpc3 147 views 5 comments 0 points Most recent by jpc3 November 2025Download, Add/Update Accounts (Mac)
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  Share Transfer between Fidelity Accounts Mishandled

  Closed SeaSilver8 105 views 8 comments 0 points Most recent by jersey42 November 2025Download, Add/Update Accounts (Windows)
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  Sudden change of investment acc. to simplified view, Restore detailed view account data from backup?

  Answered Closed BlueTurtleJR 59 views 4 comments 0 points Most recent by Quicken Alyssa November 2025Download, Add/Update Accounts (Windows)
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  Cash balance in investment account out of sync - Fidelity

  Closed Jeff2056 103 views 5 comments 0 points Most recent by Quicken Alyssa November 2025Registers & Transactions (Windows)
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  Restoring a backup does not redownload transactions for Fidelity linked cash account

  Closed leishirsute 53 views 7 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  Update on Vanguard moving from Direct Connect to EWC+?

  Closed hansenb40 80 views 3 comments 0 points Most recent by hansenb40 November 2025Download, Add/Update Accounts (Windows)