Investments

Discussion List

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  fidelity woes - no downloaded transactions for one of my Fidelity accounts

  Closed kyoung2112 589 views 17 comments 0 points Most recent by Quicken Kristina January 5Download, Add/Update Accounts (Windows)
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  Unable to see Canadian stocks in Stock Look Up

  Answered Closed RobinEllis 50 views 3 comments 0 points Most recent by Valderi January 5All Things Canadian (Windows)
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  Unable to download these security prices

  Closed ikeses 42 views 2 comments 0 points Most recent by q_lurker January 4Investing (Windows)
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  IRA Distribution transactions and Scheduled Transaction Group are functionality deficient

  Closed DoctorBrown 49 views 2 comments 0 points Most recent by DoctorBrown January 4Investing (Windows)
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  RBC Mutual Fund Prices not updated January 2, 2026 (Canada)

  Closed dc600 14 views 1 comment 0 points Most recent by Quicken Kristina January 4All Things Canadian (Windows)
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  Fidelity Revenue Credit transactions being handled incorrectly

  Closed MNbowler 28 views 1 comment 0 points Most recent by Quicken Kristina January 4Errors and Troubleshooting (Mac)
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  Philly457.com / Philadelphia Deferred Compensation Fails for over a month

  Closed Jordbarnet 15 views 1 comment 0 points Most recent by jacobs January 4Errors and Troubleshooting (Mac)
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  How to remove obsolete accounts from the Investing tab?

  Answered ✓ Closed cminarik_1953 40 views 3 comments 0 points Most recent by cminarik_1953 January 3Investing (Windows)
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  Fidelity 401K contribution appears as bond bought labeled as "Unidentified Security"

  Closed User121 35 views 1 comment 0 points Most recent by Quicken Kristina January 3Errors and Troubleshooting (Windows)
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  Memorized Investment Transaction not supported in open account - IRA distribution

  Answered Closed DoctorBrown 91 views 9 comments 0 points Most recent by Quicken Kristina January 3Investing (Windows)
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  CollegeInvest Issues Continue?

  Closed norvanl62 14 views 4 comments 0 points Most recent by Quicken Anja January 3Investing (Windows)
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  Fidelity Checking account acting like an investment account

  Closed System 17 views 3 comments 0 points Most recent by Quicken Kristina January 2Download, Add/Update Accounts (Windows)
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  Fidelity CMA account question

  Closed es114 34 views 2 comments 0 points Most recent by Quicken Kristina January 2Download, Add/Update Accounts (Windows)
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  Unable to deactivate account due to "transactions to accept" error message

  Closed System 26 views 3 comments 0 points Most recent by Quicken Kristina January 2Download, Add/Update Accounts (Windows)
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  SIMPLE IRA Payroll Pre-Tax Contributions not reflected in the Tax Planner

  Answered ✓ Closed zot100 70 views 1 comment 0 points Most recent by Quicken Kristina January 2Budgeting and Planning Tools (Windows)
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  "Specify Lots Sold in this Transaction" - Display/UI text is cutoff

  Answered Closed davidmarketing 28 views 3 comments 0 points Most recent by NotACPA January 2Errors and Troubleshooting (Windows)
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  Have Quicken maintain cash in MMF as Fidelity does

  Answered ✓ Closed Ellary Kahan 176 views 24 comments 0 points Most recent by Ellary Kahan January 2Errors and Troubleshooting (Windows)
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  Have Dividend income show on investing dashboard

  Answered Closed Markhfx 54 views 4 comments 0 points Most recent by Arctic Hare January 2All Things Canadian (Windows)
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  Quicken for Mac Cash representation for Money Market (e.g. Fidelity) setting

  Answered Closed Lampatrick 46 views 1 comment 0 points Most recent by Jon January 2Investing (Mac)
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  Adding 12 and 24 month view option to "Portfolio Value" card in the Home Dashboard

  Reviewed Chuck56 203 views 11 comments 18 points Most recent by Jim_Harman January 2Product Enhancements
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  Consistent Ordering in the Asset Allocation Chart

  Reviewed RogiQ 14 views 2 comments 8 points Most recent by Jim_Harman December 2025Display/UI
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  Fidelity NQ plan downloading sales as withdrawals with no sale information

  Closed geoffj 34 views 4 comments 0 points Most recent by Quicken Anja December 2025Download, Add/Update Accounts (Windows)
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  Securities Comparison Mismatch (x30 or so names)

  Answered Closed LoxyLox 32 views 2 comments 0 points Most recent by q_lurker December 2025Investing (Windows)
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  Edit/Delete the Default Portfolio Views (6 Legacy Votes)

  Under Consideration USMA74 922 views 29 comments 46 points Most recent by Quicken Anja December 2025Investments
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  BMO Mutual Fund Prices not updated Dec 19 2025

  Closed dc600 36 views 4 comments 0 points Most recent by Quicken Kristina December 2025All Things Canadian (Windows)
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  Mutual Fund Conversion but with same name

  Answered Closed Markhfx 13 views 1 comment 0 points Most recent by Arctic Hare December 2025All Things Canadian (Windows)
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  "Navigation to the webpage was canceled"

  Answered ✓ Closed Shannon M M 46 views 3 comments 0 points Most recent by Shannon M M December 2025Errors and Troubleshooting (Windows)
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  New Fidelity Download Problem

  Closed DavidS 439 views 20 comments 0 points Most recent by Quicken Alyssa December 2025Download, Add/Update Accounts (Windows)
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  Securities Mergers and Transfers - Use Canadian tax rules

  Reviewed dc600 24 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 43 views 4 comments 0 points Most recent by Mathew December 2025Download, Add/Update Accounts (Windows)