Investments

Discussion List

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  Fidelity Downloads - security mismatches

  Answered Closed H0YT22 41 views 3 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Merged: Fidelity CDs showing 2 places instead of 3

  Closed System 1 view 0 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Compare to Portfolio

  Reviewed danawins 11 views 0 comments 2 points Started by danawins October 2025 Investments
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  Schwab......again

  Closed egldvrbags 513 views 10 comments 0 points Most recent by Eric Perrone October 2025Download, Add/Update Accounts (Windows)
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  Fidelity EWC+ Migration and Fully Paid Lending

  Closed GermanBlueRam 51 views 3 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Recording Covered Calls in Quicken Mac

  Answered ✓ Closed ChocolateLabMan 41 views 4 comments 0 points Most recent by Quicken Kristina October 2025Investing (Mac)
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  No option for cash representation and Chase accounts won't reconnect

  Closed System 11 views 2 comments 0 points Most recent by Quicken Kristina October 2025Errors and Troubleshooting (Windows)
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  Fidelity web-connect

  Closed rkr833 42 views 2 comments 0 points Most recent by NotACPA October 2025Errors and Troubleshooting (Windows)
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  Investment registers only show cash balance transaction instead of all transactions.

  Closed kurtkramer 21 views 1 comment 0 points Most recent by Quicken Kristina October 2025Registers & Transactions (Windows)
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  0 shares downloaded from Fidelity for 401k

  Closed hurwi 11 views 1 comment 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Mac)
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  Fidelity money market account after quicken classic premier connect update

  Closed dac987 21 views 1 comment 0 points Most recent by Quicken Kristina October 2025Investing (Windows)
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  Hamilton ETF Quote not updating (symbol QDAY and SDAY) in Quicken

  Closed mkwong82 11 views 1 comment 0 points Most recent by Quicken Kristina October 2025Investing (Windows)
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  Lifetime Planner discrepancy with investment accounts

  Answered Closed IzzyPWD 31 views 1 comment 0 points Most recent by Quicken Kristina October 2025Questions about using the Community?
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  Meta vs FB pricing

  Closed edmondoffermann 43 views 1 comment 0 points Most recent by Quicken Anja October 2025Download, Add/Update Accounts (Mac)
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  FFUIX Security Price is not Updating and shows as 0.00

  Closed John McCurdy 31 views 4 comments 0 points Most recent by Quicken Anja October 2025Download, Add/Update Accounts (Windows)
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  Get quicken to support NEO exchange (Canada) [Edited]

  Under Consideration Gilles9 331 views 17 comments 31 points Most recent by Dtour October 2025Investments
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  Merrill Lynch not reporting Value properly

  Answered Closed tfhoughton 21 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  Fidelity NetBenefits EWC+ download.

  Closed Ducati 31 views 1 comment 1 point Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  Will EWC+ allow selection by account of cash vs shares reporting? [Edited]

  Closed dpd 31 views 2 comments 0 points Most recent by w004 October 2025Errors and Troubleshooting (Windows)
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  Frequent Matching Security dialog

  Closed EvDob 1 view 0 comments 0 points Started by EvDob October 2025 Download, Add/Update Accounts (Windows)
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  Missing Values in Return (%) Column Values: Portfolio View

  Answered Closed recursor1 101 views 9 comments 0 points Most recent by recursor1 October 2025Errors and Troubleshooting (Windows)
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  Fidelity updates broken

  Answered Closed peteanderson 231 views 15 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  Fidelity Option Contracts

  Closed rbridges01 31 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Errors and Troubleshooting (Windows)
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  Online Center does not show "Holdings" and other tabs for Fidelity accounts

  Closed skavsan 51 views 6 comments 0 points Most recent by skavsan October 2025Registers & Transactions (Windows)
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  Need help with manually entering and tracking a stock so that it reconciles

  Closed droopydog53 41 views 2 comments 0 points Most recent by droopydog53 October 2025Investing (Windows)
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  Attempting to connect Fidelity accounts causes other Fidelity accounts to be disconnected

  Closed System 121 views 5 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Roundhill "MEME" ETF

  Closed tkstaple 51 views 6 comments 0 points Most recent by tkstaple October 2025Investing (Windows)
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  Merged: Fidelity not handling 401(k) rebalancing transactions properly

  Closed BrittMayo 31 views 0 comments 1 point Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Portfolio Share Totals are incorrect and do not match Share Balance from Ledger

  Closed Andrew H 32 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Registers & Transactions (Mac)