Investments

Discussion List

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  Fidelity connection update reperforms the update and connection on each update

  Closed unknowndomain99 11 views 1 comment 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Mac)
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  Option Prices Not Updating/downloading

  Closed BRETTB 124 views 10 comments 0 points Most recent by BRETTB October 2025Download, Add/Update Accounts (Windows)
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  Fidelity Options - Short Sales and Covered SHorts

  Closed rbridges01 26 views 2 comments 0 points Most recent by Warhawk October 2025Download, Add/Update Accounts (Windows)
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  Fidelity EWC+ does not seem to add accounts that have linked cash accounts

  Closed leishirsute 55 views 3 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  For Fidelity Cash Management Account, market value is out of sync with the running balance

  Answered Closed jkyle 147 views 7 comments 1 point Most recent by Quicken Kristina October 2025Errors and Troubleshooting (Mac)
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  New Fidelity Connection - Incorrect # of Shares/Missing Investment Accounts [Mac]

  Answered Closed AFN 3.8K views 140 comments 1 point Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Mac)
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  New Fidelity Connection - Incorrect # of Shares/Missing Investment Accounts [WIN]

  Closed Marilyn Heidenfelder 5.4K views 120 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  What’s Going On Between Fidelity and Quicken?

  Closed Desiree 32.5K views 587 comments 4 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Unable to Import Old 401k Transactions from Principal or other Investment Accounts

  Closed whab 32 views 1 comment 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Mac)
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  Fidelity download failing

  Answered Closed dave.1234 43 views 2 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Mac)
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  4

  Up
  Call Dates for CDs and bonds

  Reviewed DStar 26 views 2 comments 4 points Most recent by dickm2275 October 2025Investments
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  Fidelity Cash Management Account

  Closed LedgerLynx 290 views 6 comments 0 points Most recent by leishirsute October 2025Registers & Transactions (Mac)
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  No Value Investments

  Answered ✓ Closed Adience 55 views 3 comments 0 points Most recent by Adience October 2025Investing (Windows)
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  Fidelity Reauthorization Loop

  Closed System 237 views 9 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  Citi investment not working again

  Closed DesiArnez 34 views 2 comments 0 points Most recent by Quicken Alyssa October 2025Errors and Troubleshooting (Windows)
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  One Step Update Not Updating Investment Accounts

  Closed Dan13 90 views 3 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  Merrill Connection

  Closed dabel524 44 views 5 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Mac)
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  Fidelity NetBenefits 401(k) is still downloading incorrect transactions

  Closed cyberphile 80 views 3 comments 0 points Most recent by Quicken Kristina October 2025Registers & Transactions (Windows)
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  Fidelity Transaction History Lost

  Answered Closed dougsankey 71 views 5 comments 0 points Most recent by Quicken Kristina October 2025Registers & Transactions (Mac)
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  2
  Print Portfolio X-Ray

  Planned System 1.3K views 33 comments 2 points Most recent by unknown October 2025Investments
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  Fidelity cash balance not matching that downloaded for IRA accounts

  Closed chestrenu 93 views 5 comments 0 points Most recent by nothear2talk October 2025Errors and Troubleshooting (Windows)
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  Where are the Morningstar elements in 64.30?

  Closed MMinderbinder 55 views 5 comments 0 points Most recent by NotACPA October 2025Investing (Windows)
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  10/13/25 No Transactions for Fidelity HSA Accounts

  Announcement Quicken Kristina 2.2K views 0 comments 3 points Started by Quicken Kristina October 2025 Announcements
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  A phantom/invisible transaction is throwing off my cleared balance. What can I do?

  Answered Closed MWK8 163 views 11 comments 0 points Most recent by Jim_Harman October 2025Registers & Transactions (Windows)
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  Fidelity Money Market Mismatch Message after EWC+

  Closed Bione 71 views 5 comments 0 points Most recent by Chris_QPW October 2025Investing (Windows)
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  The Payee on a reinvested dividends is incorrect

  Answered Closed HLT 73 views 6 comments 0 points Most recent by Jim_Harman October 2025Reports (Windows)
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  TSP downloads don't show individual transactions [EDITED]

  Closed Cgsarpilot 33 views 2 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Mac)
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  Missing transactions in Fidelity IRA and brokerage accounts (QWin)

  Closed System 31 views 2 comments 0 points Most recent by Quicken Kristina October 2025Investing (Windows)
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  Having trouble syncing 3 Fidelity accounts with Quicken

  Closed System 124 views 4 comments 0 points Most recent by Movie Nut October 2025Download, Add/Update Accounts (Windows)