Investments

Discussion List

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  Schwab account now gives portfolio view instead of transactions.

  Answered ✓ Closed Doug JA 11 views 3 comments 0 points Most recent by Quicken Jade December 2021Errors and Troubleshooting (Windows)
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  Merged: Ongoing Schwab issues

  Steve Brown 11 views 0 comments 0 points Most recent by Steve Brown December 2021Errors and Troubleshooting (Windows)
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  Merged: Still having problems with Quicken and CS (Windows 10 & R37.62)

  Closed john_700 31 views 0 comments 0 points Most recent by john_700 December 2021Errors and Troubleshooting (Windows)
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  Changing a stock from TSX to NASDAQ due to delisting

  Closed Kent Linkletter 31 views 0 comments 0 points Most recent by Kent Linkletter December 2021Investing (Windows)
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  Best way to change an Investing Account

  Answered Closed kashg 142 views 2 comments 0 points Most recent by Frankx December 2021Registers & Transactions (Windows)
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  Transfers from investment accounts show up as coming from checking

  Answered Closed JMack 122 views 2 comments 0 points Most recent by JMack December 2021Registers & Transactions (Windows)
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  Unable to create a 401K Account in R37.62 Build 27.1.37.62

  Answered Closed carlwebster 51 views 3 comments 0 points Most recent by carlwebster December 2021Investing (Windows)
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  No Longer Being Prompted to Match or Accept New Securities

  Closed Boatnmaniac 61 views 0 comments 0 points Most recent by Boatnmaniac December 2021Investing (Windows)
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  Merged: Downloaded Schwab Transactions Are Not Being Reported Correctly

  BobCS 21 views 0 comments 0 points Most recent by BobCS December 2021Investing (Windows)
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  Correct Ticker Symbols for Principal Mixed-Asset Target Funds?

  Answered ✓ Closed mrkotter 212 views 2 comments 0 points Most recent by q_lurker December 2021Investing (Windows)
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  Schwab doesnt show in "link to existing..."

  Answered ✓ Closed leonard kearney 225 views 7 comments 1 point Most recent by leonard kearney December 2021Investing (Windows)
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  Number of Shares discrepancy between Quicken Data and Quicken Investing

  Answered Closed TonyD 172 views 13 comments 0 points Most recent by Chris_QPW December 2021Investing (Windows)
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  Bond Issues with Schwab Accounts

  Closed S Singer 123 views 4 comments 0 points Most recent by RobLinford December 2021Investing (Windows)