Investments

Discussion List

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  Connectivity issues with Brokerages- Thanks for the help!

  Closed erik b 31 views 3 comments 0 points Most recent by Quicken Alyssa January 18Errors and Troubleshooting (Windows)
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  Robinhood won't update values or transactions

  Closed dguenthner 1 view 2 comments 0 points Most recent by Quicken Kristina January 18Errors and Troubleshooting (Windows)
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  Account update

  Closed cstuart 31 views 2 comments 0 points Most recent by Quicken Kristina January 18Download, Add/Update Accounts (Windows)
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  Merrill Lynch LMA link no longer working - wants to create a new LMA credit card account.

  Closed MG99 11 views 3 comments 0 points Most recent by Quicken Kristina January 18Errors and Troubleshooting (Windows)
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  New Fidelity Connection Method problems

  Closed pauljasmine 21 views 2 comments 0 points Most recent by Quicken Kristina January 18Download, Add/Update Accounts (Windows)
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  Merrill Lynch not reflecting correct cash balance

  Closed gabes 22 views 2 comments 0 points Most recent by Quicken Kristina January 18Errors and Troubleshooting (Mac)
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  Download shows cash deducted from Fidelity Money Account. This did not happed

  Answered Closed Charles E. Ritter 11 views 2 comments 0 points Most recent by Quicken Kristina January 18Download, Add/Update Accounts (Mac)
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  How do I fix web connection with Ameriprise?

  Answered Closed Margo2024 11 views 3 comments 0 points Most recent by Quicken Kristina January 18Errors and Troubleshooting (Windows)
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  Downloads from LPL stopped working

  Answered Closed wjcaldwell 104 views 4 comments 0 points Most recent by Quicken Kristina January 18Errors and Troubleshooting (Windows)
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  Reverse stock split with new stock in lieu of cash

  Closed Bruce on Molokai 53 views 3 comments 0 points Most recent by q_lurker January 18Investing (Windows)
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  Edward Jones tracking method changed

  Closed System 11 views 3 comments 0 points Most recent by Quicken Kristina January 18Download, Add/Update Accounts (Windows)
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  E*Trade Direct Connect fails

  Closed aikoaiko3 188 views 3 comments 0 points Most recent by Quicken Kristina January 18Download, Add/Update Accounts (Windows)
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  YTD Return % instead of Avg Annual Return YTD %

  Reviewed jdevanoff 31 views 1 comment 1 point Most recent by Jim_Harman January 17Investments
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  Security price stopped updating... Fidelity

  Closed Tony Luers 31 views 2 comments 0 points Most recent by Quicken Anja January 17Download, Add/Update Accounts (Windows)
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  Quicken Classic for Mac sets number of shares to zero on manual entry

  Answered Closed JamesDM 21 views 4 comments 0 points Most recent by JamesDM January 17Errors and Troubleshooting (Mac)
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  Fidelity NetBenefits and downloading transactions

  Answered Closed Backpacker 48 views 4 comments 0 points Most recent by Quicken Kristina January 17Download, Add/Update Accounts (Windows)
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  Vanguard Account Just Switched to Simple Investing

  Answered Closed keithwibel 53 views 5 comments 0 points Most recent by Quicken Anja January 17Investing (Windows)
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  Asset Allocation Guide: Different Totals on Different Screens?

  Answered Closed Ted Gallagher 72 views 7 comments 0 points Most recent by Brian McDonald January 17Investing (Windows)
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  How to best set up single immediate premium joint annuity

  Answered Closed MollyG 14 views 1 comment 0 points Most recent by NotACPA January 16Investing (Windows)
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  Reconcile Shares producing blank report

  Closed Curtis Browne 22 views 2 comments 0 points Most recent by Quicken Anja January 16Investing (Windows)
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  One of my Vanguard investment accounts isn't listed when I try to set it up for Direct Connect.

  Closed millersp54 131 views 14 comments 1 point Most recent by kgbraund January 16Download, Add/Update Accounts (Windows)
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  Excluding hidden and separate account from Security Detail View transaction history

  Answered ✓ Ed Mooney 41 views 3 comments 0 points Most recent by Ed Mooney January 16Investing (Windows)
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  Enhancement to Security Detail view

  Reviewed grifman 41 views 4 comments 5 points Most recent by Ed Mooney January 16Investments
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  For Quicken on Mac implement the cash management that exists in Windows

  Reviewed R1456 11 views 0 comments 2 points Most recent by R1456 January 16Investments
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  Missing Button in Investment pop-up window

  Closed psobilo 122 views 13 comments 0 points Most recent by psobilo January 15Investing (Windows)
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  Fidelity Issues - missing purchase transactions in 401k/403b accounts

  Closed Hawkins1 81 views 3 comments 0 points Most recent by Quicken Alyssa January 15Errors and Troubleshooting (Windows)
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  Removing/Increasing Price-Per-Share Dollar Limitation

  Reviewed winston_jeff 31 views 4 comments 1 point Most recent by winston_jeff January 15Manage Accounts and Transactions
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  Cash Transfer between IRA Accounts

  Closed SeaStar 43 views 2 comments 0 points Most recent by mshiggins January 14Investing (Windows)
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  Fidelity IRA Transactions Downloading Incorrectly (Double Withdrawal Issue)

  Closed System 52 views 11 comments 0 points Most recent by Boatnmaniac January 13Investing (Windows)
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  Investing Stock Prices Update for ZSP (BMO S&P 500 Index Series Units ETF)

  Closed Scouter_Don 11 views 1 comment 0 points Most recent by Quicken Kristina January 13Investing (Windows)