Investments

Discussion List

• 
  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)
• 
  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)
• 
  Account update

  Closed cstuart 31 views 2 comments 0 points Most recent by Quicken Kristina January 18Download, Add/Update Accounts (Windows)
• 
  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)
• 
  New Fidelity Connection Method problems

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

  Closed gabes 21 views 2 comments 0 points Most recent by Quicken Kristina January 18Errors and Troubleshooting (Mac)
• 
  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)
• 
  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)
• 
  Downloads from LPL stopped working

  Answered Closed wjcaldwell 101 views 4 comments 0 points Most recent by Quicken Kristina January 18Errors and Troubleshooting (Windows)
• 
  Reverse stock split with new stock in lieu of cash

  Closed Bruce on Molokai 51 views 3 comments 0 points Most recent by q_lurker January 18Investing (Windows)
• 
  Edward Jones tracking method changed

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

  Closed aikoaiko3 211 views 3 comments 0 points Most recent by Quicken Kristina January 18Download, Add/Update Accounts (Windows)
• 
  1

  Up
  YTD Return % instead of Avg Annual Return YTD %

  Reviewed jdevanoff 31 views 1 comment 1 point Most recent by Jim_Harman January 17Investments
• 
  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)
• 
  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)
• 
  Fidelity NetBenefits and downloading transactions

  Answered Closed Backpacker 62 views 4 comments 0 points Most recent by Quicken Kristina January 17Download, Add/Update Accounts (Windows)
• 
  Vanguard Account Just Switched to Simple Investing

  Answered Closed keithwibel 51 views 5 comments 0 points Most recent by Quicken Anja January 17Investing (Windows)
• 
  Asset Allocation Guide: Different Totals on Different Screens?

  Answered Closed Ted Gallagher 71 views 7 comments 0 points Most recent by Brian McDonald January 17Investing (Windows)
• 
  How to best set up single immediate premium joint annuity

  Answered Closed MollyG 11 views 1 comment 0 points Most recent by NotACPA January 16Investing (Windows)
• 
  Reconcile Shares producing blank report

  Closed Curtis Browne 21 views 2 comments 0 points Most recent by Quicken Anja January 16Investing (Windows)
• 
  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)
• 
  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)
• 
  5

  Up
  Enhancement to Security Detail view

  Reviewed grifman 41 views 4 comments 5 points Most recent by Ed Mooney January 16Investments
• 
  2

  Up
  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
• 
  Missing Button in Investment pop-up window

  Closed psobilo 121 views 13 comments 0 points Most recent by psobilo January 15Investing (Windows)
• 
  Fidelity Issues - missing purchase transactions in 401k/403b accounts

  Closed Hawkins1 82 views 3 comments 0 points Most recent by Quicken Alyssa January 15Errors and Troubleshooting (Windows)
• 
  1

  Up
  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
• 
  Cash Transfer between IRA Accounts

  Closed SeaStar 42 views 2 comments 0 points Most recent by mshiggins January 14Investing (Windows)
• 
  Fidelity IRA Transactions Downloading Incorrectly (Double Withdrawal Issue)

  Closed System 51 views 11 comments 0 points Most recent by Boatnmaniac January 13Investing (Windows)
• 
  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)