Investments

Discussion List

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  Online Center does not show "Holdings" and other tabs for Fidelity accounts

  Closed skavsan 54 views 6 comments 0 points Most recent by skavsan October 2025Registers & Transactions (Windows)
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  Need help with manually entering and tracking a stock so that it reconciles

  Closed droopydog53 42 views 2 comments 0 points Most recent by droopydog53 October 2025Investing (Windows)
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  Attempting to connect Fidelity accounts causes other Fidelity accounts to be disconnected

  Closed System 118 views 5 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Roundhill "MEME" ETF

  Closed tkstaple 51 views 6 comments 0 points Most recent by tkstaple October 2025Investing (Windows)
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  Merged: Fidelity not handling 401(k) rebalancing transactions properly

  Closed BrittMayo 31 views 0 comments 1 point Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Portfolio Share Totals are incorrect and do not match Share Balance from Ledger

  Closed Andrew H 32 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Registers & Transactions (Mac)
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  Fidelity Cash Balance Issue even after converting to SPAXX

  Closed TommyD3 146 views 3 comments 0 points Most recent by Quicken Alyssa October 2025Investing (Windows)
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  Another Fidelity issue

  Closed Steve360@ 92 views 4 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Fidelity HSA not downloading transactions

  Closed System 192 views 3 comments 0 points Most recent by ruavthokie October 2025Download, Add/Update Accounts (Windows)
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  I had to Transfer to a new Account and have Market Value to Account Value incorrect

  Closed FLjuggler 11 views 1 comment 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Mac)
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  How do I get my Brokerage account in Investing to function properly and stop crashing Quicken?.

  Answered Closed Kelcey 21 views 1 comment 0 points Most recent by NotACPA October 2025Investing (Windows)
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  Ameriprise Account Quicken Downloads

  Closed clh8712 31 views 1 comment 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Trying to authorize Fidelity accounts, but they keep getting deactivated

  Closed System 33 views 3 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Problem with Fidelity Investment Accounts After Latest Update

  Closed richie5665 281 views 8 comments 0 points Most recent by Quicken Alyssa October 2025Errors and Troubleshooting (Windows)
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  Can't connect 1 of many Fidelity accounts for download

  Closed Mike129 90 views 3 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Are users still having problems connecting 2 Northwestern Mutual accounts in Quicken

  Answered Closed Lisa G 202509 111 views 4 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Portfolio Value Error (persists for over 2 years!)

  Closed arlingpj 166 views 12 comments 0 points Most recent by Quicken Kristina October 2025Reports (Windows)
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  zzz-fidelity issue

  Closed cfe 51 views 1 comment 0 points Most recent by Quicken Kristina October 2025Registers & Transactions (Windows)
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  Missing All Fidelity Government Cash Reserve Transactions

  Answered Closed car1 511 views 25 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Mac)
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  After EWC+ update, "Show cash in checking account" shows negative share balance

  Answered Closed jdigital 43 views 3 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  supressing $0 transactions in portfolio transactions list

  Closed ecbuck 21 views 2 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Mac)
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  Fidelity Donor Advised Fund and Quicken

  Closed gsquaredmarg 106 views 1 comment 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Fidelity Accounts Transaction Downloading Has Once Again Stopped Working

  Closed Jean-Marie 88 views 3 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Reauthorizing Fidelity accounts caused a duplicate account and other issues

  Closed System 66 views 6 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Capital Gains report from account register

  Reviewed davidmarketing 66 views 4 comments 1 point Most recent by Jim_Harman October 2025Reports
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  Quicken Incorrectly Showing cash balances in Fidelity and Vanguard Brokerage accounts

  Closed ttttttvt 505 views 8 comments 2 points Most recent by Quicken Kristina October 2025Errors and Troubleshooting (Mac)
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  Grossly Incorrect Account Values When Downloading Fidelity HSA

  Answered Closed clh8712 21 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  What works when the subscription is over?

  Answered Closed MauryJ 153 views 6 comments 0 points Most recent by MauryJ October 2025Investing (Windows)
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  Merged: Fidelity NetBenefit Non-Public Traded Funds Share Price Updates Not Downloading

  Closed Ducati 71 views 0 comments 1 point Most recent by EvDob October 2025Download, Add/Update Accounts (Windows)
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  Downloaded transaction errors after Fidelity reauthorize

  Closed John McCoy 80 views 4 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)