Investments

Discussion List

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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)
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  Logarithmic y-axis on investment plots?

  Reviewed rjbailey_95066 11 views 0 comments 2 points Started by rjbailey_95066 November 2025 Investments
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  Fidelity Reauthorization

  Closed Lasleyma 431 views 15 comments 0 points Most recent by briankelly November 2025Download, Add/Update Accounts (Windows)
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  Quicken classic for Mac did not load any transaction from Fidelity today

  Answered Closed Ajay Birla 22 views 2 comments 0 points Most recent by Quicken Kristina November 2025Registers & Transactions (Mac)
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  Bug with Memorized Payees and Investments

  Closed MGSaeba 35 views 3 comments 1 point Most recent by Jim_Harman November 2025Errors and Troubleshooting (Windows)
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  How to Merge Securities in Quicken Classic for Windows

  Closed aDail 149 views 3 comments 0 points Most recent by aDail October 2025Investing (Windows)
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  Fidelity updates still not working, after deactivate/set-up

  Closed Scott Wieder 76 views 3 comments 0 points Most recent by Quicken Kristina October 2025Errors and Troubleshooting (Windows)
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  NetxInvestor / Pershing Automatic Account Update

  Answered Closed JP McClernon 78 views 3 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  Unable to Connect to Fidelity NetBenefits

  Closed System 119 views 9 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  FDRXX Now Shows as Security AND Cash

  Answered Closed protean 164 views 2 comments 0 points Most recent by dc_350 October 2025Errors and Troubleshooting (Mac)
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  Fidelity connection migration issue

  Closed StephenCO 141 views 6 comments 0 points Most recent by Jon October 2025Investing (Mac)
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  Fidelity Transactions Still Not Being Dowloaded

  Closed pistolpete 61 views 3 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  Bug: Investment transactions not reflecting in portfolio

  Closed Scott Rose 145 views 8 comments 0 points Most recent by Scott Rose October 2025Errors and Troubleshooting (Mac)
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  Symbol Sort is Wrong (Q Mac)

  Closed Brad L Vandermoon 64 views 3 comments 0 points Most recent by Quicken Alyssa October 2025Errors and Troubleshooting (Mac)
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  Fidelity IRA Cash Balance Mismatch in Quicken – Mac

  Closed System 78 views 7 comments 0 points Most recent by Quicken Anja October 2025Download, Add/Update Accounts (Mac)
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  Feature Request: Real-Time & Extended-Hours Quotes in Quicken Mac Classic

  Reviewed trannolis 32 views 1 comment 2 points Most recent by MauryJ October 2025Investments
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  6

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  Please support real time quotes in Quicken Classic for Mac

  Reviewed mikel51 35 views 1 comment 6 points Most recent by MauryJ October 2025Investments
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  Investing securities view Quote/Price shows 'Last Updated' date 2 days old, quotes stale

  Answered Closed Mike650101 86 views 3 comments 0 points Most recent by Mike650101 October 2025Investing (Windows)
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  8

  Up
  Ability to track Crypto assets through Quicken for Mac [Edited]

  Reviewed Takrbacker 165 views 10 comments 8 points Most recent by jacobs October 2025Investments
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  Fidelity EWC+ 401(k) incorrect transaction--Bought should have been Xout

  Closed EvDob 49 views 3 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Merrill Lynch pending transactions flagging out holdings

  Closed neiltramel 50 views 4 comments 0 points Most recent by Chris_QPW October 2025Download, Add/Update Accounts (Windows)
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  Merrill Lynch CC-501

  Closed System 33 views 4 comments 0 points Most recent by Quicken Kristina October 2025Errors and Troubleshooting (Windows)
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  Transactions downloaded from Merrill Lynch not mapped correctly

  Closed System 1.8K views 74 comments 0 points Most recent by MELCO October 2025Download, Add/Update Accounts (Windows)
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  Tracking Investments in Partnerships

  Closed bkinva 55 views 2 comments 0 points Most recent by GT Stony October 2025Investing (Windows)