Investments

Discussion List

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  How to add deposit in brokerage account

  Answered Closed wdperkins 45 views 5 comments 0 points Most recent by Quicken Kristina March 13Registers & Transactions (Mac)
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  Unable to link Fidelity account, shows "Don't add to Quicken"

  System 44 views 7 comments 0 points Most recent by Quicken Kristina March 13Download, Add/Update Accounts (Windows)
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  Correcting Price History

  Closed slewkowicz 67 views 4 comments 0 points Most recent by Quicken Anja March 13Investing (Windows)
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  Fidelity Brokerage Accounts Not Updating Since March 2- CC-601

  Closed cliffordsweet 43 views 3 comments 0 points Most recent by Quicken Alyssa March 12Download, Add/Update Accounts (Windows)
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  Let users choose how Money Market transactions are treated

  Reviewed Geobrick 1.7K views 22 comments 35 points Most recent by drjah March 12Manage Accounts and Transactions
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  account security price import from a CSV file stopped working

  Answered Closed AlanCF 37 views 4 comments 0 points Most recent by Quicken Anja March 12Errors and Troubleshooting (Mac)
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  Cash transactions not available in IRA accounts (Single Mutual Fund = NO)

  Answered Closed jhg 33 views 1 comment 0 points Most recent by Tom Young March 12Investing (Windows)
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  Recording shares in a new investment

  Closed QuickPeter 46 views 4 comments 0 points Most recent by QuickPeter March 12Investing (Mac)
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  US Bank - US Bankcord Advisors issue

  Closed AllanM 186 views 16 comments 0 points Most recent by AllanM March 11Download, Add/Update Accounts (Windows)
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  Ability to transfer cross- or multi-listed stocks directly between accounts

  New tmuirhead 22 views 1 comment 1 point Most recent by Chris_QPW March 10Investments
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  Fidelity HSA - No Downloaded Transactions

  Closed System 12 views 2 comments 0 points Most recent by Quicken Laura March 10Errors and Troubleshooting (Windows)
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  Merrill Lynch - Investment Account incorrect cash balance

  Closed gabes 62 views 6 comments 0 points Most recent by Quicken Laura March 10Errors and Troubleshooting (Mac)
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  Fidelity download issues 3-3-26

  Closed berryjt 371 views 16 comments 1 point Most recent by TiH March 10Investing (Windows)
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  Error connecting when setting up Fidelity accounts

  Closed lgt 47 views 1 comment 0 points Most recent by Quicken Kristina March 9Registers & Transactions (Mac)
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  Need help changing to one-step update for Merrill Lynch bank accounts

  Closed Bill Gulledge 86 views 10 comments 0 points Most recent by Quicken Kristina March 9Download, Add/Update Accounts (Windows)
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  Unable to enter investment transaction / Quicken version R66-26

  Answered Closed Ram 22 views 1 comment 0 points Most recent by Quicken Laura March 9Using Quicken on the Web
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  Certificate of Deposit Maturity

  Closed Retired Banker 31 views 2 comments 1 point Most recent by Retired Banker March 9Investing (Windows)
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  Case Number Ticket ID Ticket ID":"12003415 - THIS PROBLEM HAS NOT BEEN FIXED

  Closed dsclove 41 views 2 comments 0 points Most recent by Quicken Kristina March 8Download, Add/Update Accounts (Mac)
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  Any ETA on resolution of CC-601 Error with Fidelity accounts/

  Answered Closed NiralS 32 views 1 comment 0 points Most recent by NotACPA March 8Download, Add/Update Accounts (Windows)
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  ACB (Cost Basis) Calculation

  Reviewed mark16 43 views 5 comments 3 points Most recent by Quicken Kristina March 8Canada Mac
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  Fidelity Stopped updating

  Closed ejvette1998 33 views 1 comment 0 points Most recent by Quicken Alyssa March 8Download, Add/Update Accounts (Windows)
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  CC-601 on all Fidelity accounts + CC-800 on US Bank and Chase accounts

  Closed Mike129 186 views 6 comments 1 point Most recent by Quicken Kristina March 7Errors and Troubleshooting (Windows)
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  Creating year-end archive for any past date

  Reviewed hotjava 39 views 1 comment 1 point Most recent by unknown March 7Backups and File Conversions
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  Portfolio X-Ray not recognizing ETF stock funds

  Answered ✓ Closed Langston Holland 1.4K views 81 comments 2 points Most recent by Jim_Harman March 7Investing (Windows)
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  Add number of shares to Security List

  Reviewed Rocket J Squirrel 97 views 10 comments 20 points Most recent by unknown March 5Investments
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  How to add a 401K account portion that is not based on ticker

  Answered cfauvel 104 views 7 comments 0 points Most recent by Quicken Laura March 5Investing (Windows)
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  Fidelity Cash Management account not showing up

  Answered Closed Avi Dee 243 views 7 comments 0 points Most recent by Stephen Fox March 4Download, Add/Update Accounts (Mac)
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  Show holdings at bottom of Investment register

  Reviewed Lee Tumbleson 53 views 4 comments 3 points Most recent by Jim_Harman March 3Investments
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  Merrill Lynch transactions downloading as "Null"

  Closed System 40 views 7 comments 0 points Most recent by Quicken Kristina March 3Registers & Transactions (Windows)
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  Why is Quicken for Mac not syncing with Fidelity Investments?

  Answered Closed LLM 85 views 4 comments 0 points Most recent by Quicken Kristina March 3Download, Add/Update Accounts (Mac)