Investments

Discussion List

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  Update: Fidelity Transactions not Downloading

  Closed rbridges01 51 views 3 comments 0 points Most recent by proflaw October 1Download, Add/Update Accounts (Windows)
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  New Merrill Connection - Matching Security Query and Repeat Downloads

  Closed MangoMan 413 views 40 comments 0 points Most recent by MangoMan October 1Download, Add/Update Accounts (Windows)
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  Investment Account Transfer of Assets

  Answered ✓ Closed OldSwimmer1650 89 views 8 comments 0 points Most recent by Jim_Harman September 30Investing (Windows)
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  Vanguard Cash Plus Quicken Classic Mac Does not Work

  Closed JMusername 32 views 2 comments 0 points Most recent by unknown September 30Download, Add/Update Accounts (Mac)
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  Fidelity CC-901/Reauthorization Loop

  Closed System 413 views 21 comments 0 points Most recent by Movie Nut September 30Download, Add/Update Accounts (Windows)
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  Principal Financial Services 401(k) duplicate cash and investment balance

  Closed Delaney 67 views 7 comments 1 point Most recent by Quicken Kristina September 30Download, Add/Update Accounts (Mac)
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  Long-Standing Schwab Money Market Fund Issues

  Closed System 44 views 4 comments 0 points Most recent by Quicken Alyssa September 30Download, Add/Update Accounts (Mac)
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  Fidelity & RobinHood Suddenly Not Downloading Correctly

  Answered Closed kyoung221 53 views 3 comments 0 points Most recent by kyoung221 September 30Investing (Mac)
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  Investment Chart Displays Sawtooth Pattern

  Answered Closed PhilP` 8 views 1 comment 0 points Most recent by Chris_QPW September 30Investing (Mac)
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  Placeholder

  Answered Closed aLfGordon 61 views 3 comments 0 points Most recent by Quicken Kristina September 30Investing (Windows)
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  Ascensus - RP Link connectivity problem (QWin)

  Closed System 16 views 4 comments 0 points Most recent by DSK55 September 30Download, Add/Update Accounts (Windows)
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  Corrupted after update ? I guess

  Closed Perry Smith 117 views 4 comments 0 points Most recent by Perry Smith September 30Installing and Updating (Mac)
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  Pricing updates for several stocks listed on TSX stopped working August 13 2025

  Closed Muskoka_guy 29 views 2 comments 0 points Most recent by Arctic Hare September 29All Things Canadian (Windows)
• 
  Please clarify exactly what changed with R64.30

  Closed Chris_QPW 384 views 12 comments 2 points Most recent by Geobrick September 29Download, Add/Update Accounts (Windows)
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  Fidelity converting to Quicken Connect - errors with fund mergers and money market accounts

  Closed qudtp 99 views 2 comments 0 points Most recent by qudtp September 29Registers & Transactions (Mac)
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  Fidelity Sales showing as Withdrawls on Quicken Classic Windows (R64.30)

  Closed J. Snyder 61 views 2 comments 1 point Most recent by Quicken Kristina September 29Download, Add/Update Accounts (Windows)
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  Fidelity reauthorization doesn't list correct "Link to Existing Account"

  Answered Closed BarbGB 72 views 4 comments 0 points Most recent by BarbGB September 29Download, Add/Update Accounts (Windows)
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  Fidelity – Cash Representation

  Closed mvwabc 62 views 3 comments 0 points Most recent by Quicken Alyssa September 29Download, Add/Update Accounts (Windows)
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  Fidelity - Some security quantities incorrect (QWin)

  Closed System 9 views 2 comments 0 points Most recent by Quicken Kristina September 29Download, Add/Update Accounts (Windows)
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  ONGOING 9/29/25 Fidelity Investments - 401(k) Unidentified Security during cutover

  Quicken Anja 1.4K views 2 comments 0 points Most recent by Quicken Kristina September 29Alerts, Online Banking & Known Product Issues
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  11

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  User generated asset classes

  Reviewed lfields333 22 views 3 comments 11 points Most recent by Quicken Kristina September 29Product Enhancements
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  My Fidelity connection date did not work correctly

  Answered Closed nuttika 113 views 11 comments 0 points Most recent by nuttika September 28Errors and Troubleshooting (Windows)
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  Updated to 8.3.2, can't connect to Fidelity, seeing duplicate accounts and incorrect balances

  Closed System 39 views 2 comments 0 points Most recent by Quicken Alyssa September 28Investing (Mac)
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  Duplicate transactions from Fidelity (QMac)

  Closed System 116 views 9 comments 0 points Most recent by Quicken Kristina September 28Download, Add/Update Accounts (Mac)
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  Recording changes in the cost of investments

  Answered Closed richt1 25 views 2 comments 0 points Most recent by bmciance September 28Investing (Windows)
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  Vanguard cash plus

  Closed ButchDeal 67 views 2 comments 1 point Most recent by quidster September 27Download, Add/Update Accounts (Mac)
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  Phantom Brokerage Account Entry

  Closed Baldlegal 19 views 1 comment 0 points Most recent by Quicken Kristina September 27Investing (Mac)
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  Wrong/Missing Account Type For Newly Added Fidelity 401k Account

  Closed cyberphile 97 views 4 comments 0 points Most recent by EvDob September 27Errors and Troubleshooting (Windows)
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  How do I enter employer 401k contribution if it's done annually?

  Answered Closed vgburke85 70 views 7 comments 0 points Most recent by Tom Young September 27Registers & Transactions (Windows)
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  Quicken R64.25 is not getting correct Cash Balance for Fidelity accounts w/ EWC+

  Closed leishirsute 940 views 32 comments 1 point Most recent by Quicken Kristina September 27Download, Add/Update Accounts (Windows)