Investments

Discussion List

• 
  Why does my security value/balance not match statement

  julieb2uk 428 views 4 comments 0 points Most recent by volvogirl December 2019Investing (Windows)
• 
  How do I handle out of date brokerage accounts?

  Answered ✓ Closed rarandles 45 views 1 comment 0 points Most recent by Jim_Harman December 2019Investing (Windows)
• 
  How to fix missing data in investment accounts

  Closed Dianalytical 743 views 4 comments 0 points Most recent by Jim_Harman December 2019Investing (Windows)
• 
  Morgan Stanley Wealth Management DIrect Connect error -301-A

  Answered ✓ Closed AdamW 454 views 2 comments 1 point Most recent by AdamW December 2019Errors and Troubleshooting (Windows)
• 
  Investment Accounts Balance Always Wrong

  Answered ✓ Closed f_stopblues 3.8K views 6 comments 1 point Most recent by chitownhockey December 2019Investing (Windows)
• 
  export investing portfolio view data

  Answered ✓ Closed bill21 953 views 5 comments 0 points Most recent by bill21 December 2019Investing (Windows)
• 
  How do you get investments without ticker symbols to show in online portfolio

  Closed Scott Howell 44 views 2 comments 0 points Most recent by Scott Howell December 2019Investing (Windows)
• 
  I cannot turn off "show closed lots" in the "Holdings" display.

  Answered ✓ Closed Bertilak 37 views 1 comment 0 points Most recent by markus1957 December 2019Errors and Troubleshooting (Windows)
• 
  Why is the total in Quicken not close to the total at UBS.

  Answered ✓ Closed fpsilver 33 views 1 comment 0 points Most recent by Tom Young December 2019Investing (Windows)
• 
  Problem with the number of shares when selling

  Answered ✓ Closed segoldring 46 views 1 comment 0 points Most recent by Jim_Harman December 2019Investing (Windows)
• 
  I cannot find a security on the Portfolio page

  Answered ✓ Closed marvk 349 views 9 comments 0 points Most recent by UKR December 2019Errors and Troubleshooting (Windows)
• 
  How to categorize a stock transfer as a gift?

  Answered ✓ Closed dawebhalle 372 views 2 comments 0 points Most recent by q_lurker December 2019Investing (Windows)
• 
  Downloads do not recognize symbol, so reports shares with the same starting letters incorrectly

  Answered Closed dbbrk 95 views 5 comments 0 points Most recent by dbbrk December 2019Investing (Windows)
• 
  How can I bulk change a security's ticker in one of my accounts?

  Answered ✓ Closed grosner300 437 views 4 comments 0 points Most recent by q_lurker December 2019Investing (Windows)
• 
  Formerly sold securities continue appearing in my investment accounts

  Closed Gary 43 views 2 comments 0 points Most recent by Jim_Harman December 2019Investing (Windows)
• 
  How to download SELL lot(s) of Tax Loss Harvesting Transactions managed by Investment Firms

  Closed SeaStar 127 views 4 comments 0 points Most recent by q_lurker December 2019Investing (Windows)
• 
  Where did my IRA transaction history go?

  Answered ✓ Closed spinner2 63 views 3 comments 0 points Most recent by UKR November 2019Errors and Troubleshooting (Windows)
• 
  Unable to Resize Register and Downloaded Transactions in Investment Account

  Answered ✓ Closed Gary 206 views 5 comments 0 points Most recent by Tom Young November 2019Investing (Windows)
• 
  Securities No Longer Appear in Drop Down List

  Answered ✓ Closed logear 376 views 8 comments 0 points Most recent by logear November 2019Errors and Troubleshooting (Windows)
• 
  Why has QW 2013 update price history stopped working since Wednesday 11/13/19?

  Answered ✓ Closed BinNH 163 views 10 comments 0 points Most recent by BinNH November 2019Investing (Windows)
• 
  Investment account Cash Balance is displaying different amount than downloaded amount

  Answered ✓ Closed t520black 977 views 5 comments 0 points Most recent by t520black November 2019Investing (Windows)
• 
  Quicken / Brokerage Balance Disagreement

  Answered ✓ Closed kpmort 57 views 1 comment 0 points Most recent by Sherlock November 2019Investing (Windows)
• 
  Quicken 2012 H&B quotes not working

  Answered ✓ Closed Lee Boszak 202 views 5 comments 0 points Most recent by Lee Boszak November 2019Investing (Windows)