Investments

Discussion List

• 
  Fidelity CC-501 Error - Recent Updates cause Security Mismatches (Follow-up from Nov 2025)

  Closed gjscaven 54 views 1 comment 1 point Most recent by Quicken Laura May 3Download, Add/Update Accounts (Windows)
• 
  Net worth Doesn't match Investments

  Closed SteveTucker79 172 views 9 comments 0 points Most recent by Quicken Laura May 3Errors and Troubleshooting (Windows)
• 
  How do you stop downloading prices for a security no longer being held (bulk)?

  Answered ✓ Closed Cathleen Ames 75 views 3 comments 0 points Most recent by Jim_Harman May 2Investing (Windows)
• 
  Why isn't the issue with Portfolio Xray Not Getting More Attention?

  Answered Closed recursor1 259 views 8 comments 0 points Most recent by Jim_Harman May 2Investing (Windows)
• 
  Vanguard Download Issue - Two Entries Per Transaction (Revisited Now Working)

  Closed Dom1 2 views 1 comment 1 point Most recent by Quicken Anja May 2Errors and Troubleshooting (Windows)
• 
  Investment accounts are loading very slowly

  Closed fmashby 628 views 35 comments 0 points Most recent by SirWm May 2Registers & Transactions (Windows)
• 
  Unable to link Fidelity account

  Closed Mark Valpreda 92 views 4 comments 0 points Most recent by Quicken Anja May 2Investing (Windows)
• 
  Net Worth report balance is higher than total market value at bottom of register for brokerage accou

  Answered Closed DanTax 144 views 4 comments -1 point Most recent by ChicagoGuy May 1Investing (Windows)
• 
  Cash double counted in Fidelity brokerage account

  Answered chas@ 194 views 7 comments 0 points Most recent by chas@ May 1Registers & Transactions (Windows)
• 
  ISHARES TR RUS 1000 GRW ETF Split 4 to 1, account now showing incorrect balances

  Closed ARuighaver 43 views 3 comments 0 points Most recent by NotACPA April 30Download, Add/Update Accounts (Windows)
• 
  V9.0.1 Investment calculation error?

  Answered Closed Kelly1957 42 views 2 comments 0 points Most recent by jacobs April 30Errors and Troubleshooting (Mac)
• 
  Why are all of my Mutual Fund quotes incorrect?

  Answered Closed g-money49 72 views 3 comments 0 points Most recent by NotACPA April 29Investing (Windows)
• 
  Ally Invest - Issues

  Answered Closed Marco500 176 views 8 comments 0 points Most recent by Quicken Anja April 29Download, Add/Update Accounts (Windows)
• 
  Problem with "Shares Transferred Between Accounts" and Crypto

  Answered Closed HDRK 111 views 6 comments 0 points Most recent by HDRK April 29Investing (Windows)
• 
  is there an error importing .csv investment file into a brokerage account

  Answered ✓ Closed benjamin123 702 views 26 comments 0 points Most recent by ddavec April 29Investing (Windows)
• 
  Prices downloaded on market holiday

  Closed EvDob 309 views 14 comments 0 points Most recent by Quicken Laura April 28Errors and Troubleshooting (Windows)
• 
  Did Merrill Lynch Retirement change the format of the transaction downloads?

  Answered Closed Gryer 215 views 13 comments 0 points Most recent by Quicken Alyssa April 28Download, Add/Update Accounts (Windows)
• 
  RSUs in GBP currency

  Closed NickDiG99 74 views 3 comments 0 points Most recent by Quicken Kristina April 27Investing (Windows)
• 
  VANGUARD MID-CAP ETF INDEX-VO Stock Split

  Closed whyme 124 views 3 comments 0 points Most recent by NotACPA April 27Investing (Windows)
• 
  3

  Up
  Give users the ability to rearrange the order of holdings for an investment account

  Reviewed gtgerbo 93 views 3 comments 3 points Most recent by q_lurker April 27Investments
• 
  Cash Management Account with Fidelity QPIQQ Errors

  Closed mverzola 51 views 3 comments 0 points Most recent by Quicken Kristina April 27Download, Add/Update Accounts (Mac)
• 
  Issue with Merrill Edge (Lynch)

  Closed gulf83 224 views 7 comments 0 points Most recent by jdparker225 April 26Download, Add/Update Accounts (Windows)
• 
  Getting a blank screen when trying to reconnect Voya

  Closed System 61 views 5 comments 0 points Most recent by Quicken Kristina April 26Errors and Troubleshooting (Windows)
• 
  Issues with Quicken - Transactions vanish, crashing, sync issues [Edited]

  Closed Catchops 126 views 5 comments -1 point Most recent by Quicken Kristina April 26Errors and Troubleshooting (Windows)
• 
  Fidelity Cash Management Account not downloading transactions

  Closed System 52 views 5 comments 0 points Most recent by Quicken Kristina April 26Download, Add/Update Accounts (Windows)