Investments

Discussion List

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  Fidelity updates still not working, after deactivate/set-up

  Closed Scott Wieder 71 views 3 comments 0 points Most recent by Quicken Kristina October 2025Errors and Troubleshooting (Windows)
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  NetxInvestor / Pershing Automatic Account Update

  Answered Closed JP McClernon 82 views 3 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  Unable to Connect to Fidelity NetBenefits

  Closed System 121 views 9 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  FDRXX Now Shows as Security AND Cash

  Answered Closed protean 161 views 2 comments 0 points Most recent by dc_350 October 2025Errors and Troubleshooting (Mac)
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  Fidelity connection migration issue

  Closed StephenCO 141 views 6 comments 0 points Most recent by Jon October 2025Investing (Mac)
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  Fidelity Transactions Still Not Being Dowloaded

  Closed pistolpete 61 views 3 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  Bug: Investment transactions not reflecting in portfolio

  Closed Scott Rose 173 views 8 comments 0 points Most recent by Scott Rose October 2025Errors and Troubleshooting (Mac)
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  Symbol Sort is Wrong (Q Mac)

  Closed Brad L Vandermoon 61 views 3 comments 0 points Most recent by Quicken Alyssa October 2025Errors and Troubleshooting (Mac)
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  Fidelity IRA Cash Balance Mismatch in Quicken – Mac

  Closed System 82 views 7 comments 0 points Most recent by Quicken Anja October 2025Download, Add/Update Accounts (Mac)
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  2

  Up
  Feature Request: Real-Time & Extended-Hours Quotes in Quicken Mac Classic

  Reviewed trannolis 33 views 1 comment 2 points Most recent by MauryJ October 2025Investments
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  6

  Up
  Please support real time quotes in Quicken Classic for Mac

  Reviewed mikel51 31 views 1 comment 6 points Most recent by MauryJ October 2025Investments
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  Investing securities view Quote/Price shows 'Last Updated' date 2 days old, quotes stale

  Answered Closed Mike650101 101 views 3 comments 0 points Most recent by Mike650101 October 2025Investing (Windows)
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  8

  Up
  Ability to track Crypto assets through Quicken for Mac [Edited]

  Reviewed Takrbacker 171 views 10 comments 8 points Most recent by jacobs October 2025Investments
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  Fidelity EWC+ 401(k) incorrect transaction--Bought should have been Xout

  Closed EvDob 51 views 3 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Merrill Lynch pending transactions flagging out holdings

  Closed neiltramel 51 views 4 comments 0 points Most recent by Chris_QPW October 2025Download, Add/Update Accounts (Windows)
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  Merrill Lynch CC-501

  Closed System 32 views 4 comments 0 points Most recent by Quicken Kristina October 2025Errors and Troubleshooting (Windows)
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  Transactions downloaded from Merrill Lynch not mapped correctly

  Closed System 1.8K views 74 comments 0 points Most recent by MELCO October 2025Download, Add/Update Accounts (Windows)
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  Tracking Investments in Partnerships

  Closed bkinva 51 views 2 comments 0 points Most recent by GT Stony October 2025Investing (Windows)
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  Fidelity Duplicate securities/transactions (QMac)

  Closed System 91 views 7 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Mac)
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  Fidelity accounts won't update at all after conversion

  Closed jon181 432 views 5 comments 0 points Most recent by Quicken Kristina October 2025Investing (Mac)
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  Fidelity accounts won't update at all after conversion (QWin)

  Closed System 31 views 3 comments 0 points Most recent by Quicken Kristina October 2025Investing (Windows)
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  2

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  Multi-edit window for rapid 401k share/price updates

  Reviewed RPSMG 22 views 0 comments 2 points Started by RPSMG October 2025 Investments
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  Fidelity CC-506 error

  Closed System 102 views 8 comments 0 points Most recent by Quicken Kristina October 2025Errors and Troubleshooting (Windows)
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  Fidelity Reauthorization Fails on One Account of Many

  Answered ✓ Closed Scout_998 72 views 4 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Fidelity EWC+ Brokered CD Security Issue

  Closed Boatnmaniac 41 views 1 comment 1 point Most recent by Quicken Kristina October 2025Investing (Windows)
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  2

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  Crypto Securities Not Listed in Price History Update Function, So Prices Not Updating

  Quicknator 201 views 7 comments 2 points Most recent by emhamiltn October 2025Investments
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  Fidelity accounts not updating

  Closed brockmari 1.2K views 15 comments 1 point Most recent by bsprinzmetal October 2025Download, Add/Update Accounts (Windows)
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  Fidelity dividends and fees not downloading correctly

  Closed System 71 views 5 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  FDLXX sales not downloading from Fidelity brokerage

  Closed hurwi 42 views 6 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Mac)