Investments

Discussion List

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  Securities Mergers and Transfers - Use Canadian tax rules

  Reviewed dc600 22 views 1 comment 1 point Most recent by Valderi December 2025Canada Windows
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  Bulk change the Security Name for multiple investment transaction entries

  Closed Mathew 41 views 4 comments 0 points Most recent by Mathew December 2025Download, Add/Update Accounts (Windows)
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  Fidelity cash balances are off

  Closed jeffreyjgray 25 views 2 comments 0 points Most recent by Quicken Kristina December 2025Errors and Troubleshooting (Windows)
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  Quicken ones step update has stopped working with fidelity Investments

  Answered Closed WMV 159 views 7 comments 1 point Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
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  Fidelity Download Express Web

  Closed CTNC 94 views 8 comments 0 points Most recent by Quicken Kristina December 2025Investing (Windows)
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  Fidelity Cash Balance Doubled (money market accounts)

  Closed System 125 views 7 comments 0 points Most recent by Ramias December 2025Download, Add/Update Accounts (Mac)
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  Fidelity download and auto category

  Closed ericrose12 96 views 11 comments 0 points Most recent by jacobs December 2025Investing (Mac)
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  New Fidelity Mutal Fund SP 500 INDEX PL CL C not working in Quicken for MAC

  Closed Ghettocounselor 46 views 3 comments 0 points Most recent by Quicken Kristina December 2025Errors and Troubleshooting (Mac)
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  Boeing/Spirit AeroSystems Holdings Merger

  Closed Leon Pink 45 views 2 comments 0 points Most recent by kwallyz December 2025Download, Add/Update Accounts (Windows)
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  JP Morgan Investment Account - how do I remove download and all downloaded info? [Edited]

  Answered Closed CIRPCA 35 views 3 comments 0 points Most recent by Jon December 2025Investing (Mac)
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  Creating RRSP accounts in USD - Solution Found

  Closed Kevin Roulston 24 views 1 comment 0 points Most recent by Arctic Hare December 2025All Things Canadian (Windows)
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  Missing Cussip ID

  Answered Closed SteveTucker79 53 views 4 comments 0 points Most recent by Quicken Anja December 2025Investing (Windows)
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  Unvested RSUs don't match Grant Lots

  Closed CDG01 34 views 3 comments 0 points Most recent by Quicken Kristina December 2025Investing (Windows)
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  Fidelity reporting of roth conversion shows cash amounts incorrectly

  Closed jggrega451 31 views 3 comments 0 points Most recent by Quicken Kristina December 2025Registers & Transactions (Windows)
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  We need real Robinhood integration

  Closed spalt 46 views 1 comment 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
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  Fidelity EWC+ Status Regarding Reporting of Cash

  Closed Boatnmaniac 66 views 3 comments 2 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
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  Merged: Problems downloading in One Step Update/Janus

  Closed ShortCircuit404 11 views 0 comments 0 points Started by ShortCircuit404 December 2025 Download, Add/Update Accounts (Windows)
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  Reconciling Fidelity investment accounts online balance shows $0!

  Closed uscfan75 50 views 3 comments 0 points Most recent by uscfan75 December 2025Registers & Transactions (Mac)
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  OL-297-A error with Interactive Brokers

  Closed synchro9898 44 views 5 comments 0 points Most recent by Quicken Kristina December 2025Installing and Updating (Windows)
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  Subtractions should be subtracted rather than "uncategorized"

  Reviewed 70xseven 24 views 1 comment 1 point Most recent by NotACPA December 2025Investments
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  UPDATED 12/19/25 Fidelity Updates

  Announcement Quicken Janean 16.8K views 6 comments 8 points Most recent by Quicken Kristina December 2025Alerts, Online Banking & Known Product Issues
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  Bill and income window in investment accounts

  Closed BudP 53 views 6 comments 1 point Most recent by Quicken Kristina December 2025Registers & Transactions (Windows)
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  Recording Dupont Spinoff

  Closed crwalejr 2.3K views 23 comments 0 points Most recent by jb792 December 2025Investing (Windows)
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  15
  Add ability to hide currently unused securities in Quicken for Mac (64 Legacy Votes)

  Implemented Snoopy FC 909 views 31 comments 15 points Most recent by Quicken Anja December 2025Investments
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  Quicken windows classic and Fidelity checking

  Answered Closed DSPatrick 133 views 12 comments 0 points Most recent by Jeepien December 2025Download, Add/Update Accounts (Windows)
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  How to record TIPS purchased for a ladder?

  Answered Closed SomebodyInGNV 31 views 1 comment 0 points Most recent by Tom Young December 2025Investing (Windows)
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  Download Asset Class Information Turns on Automatically

  Closed nc00ks0n 4 views 1 comment 0 points Most recent by nc00ks0n December 2025Investing (Windows)
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  Alerus 401k

  Answered Closed frank6 108 views 20 comments 1 point Most recent by John_in_NC December 2025All Things Canadian (Mac)
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  Does anyone know how to fix Fidelity mutual fund posting as described below?

  Closed SCPat 400 views 36 comments 0 points Most recent by SCPat December 2025Investing (Mac)
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  Money market funds not visible in Quicken

  Closed harryo 25 views 1 comment 0 points Most recent by Quicken Alyssa December 2025Download, Add/Update Accounts (Windows)