Investments

Discussion List

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  Fidelity Accounts have to reconnect with each new Quicken Mac session

  Closed 1954 13 views 1 comment 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Mac)
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  Quicken mischaracterizing Fidelity NetBenefits 401(k) loan repayments

  Closed Jimal 12 views 1 comment 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Mac)
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  Autoreconcile works until it doesn't (Q Mac)

  Closed dan.greenberg.ct 143 views 11 comments 0 points Most recent by Quicken Kristina November 2025Errors and Troubleshooting (Mac)
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  Schwab cc-800

  Closed jtawil777 103 views 12 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  Wells Fargo Advisors won't download transations

  Closed mhsherman461 239 views 12 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  Quicken/Fidelity Link wants to link existing Brokerage accounts as checking through online set up

  Closed Dennis Nelson 242 views 8 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  Fidelity transactions not downloading (QWin)

  Closed System 327 views 15 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  Merrill Lynch Investments does not update – NO ERROR CODE

  Closed mvwabc 103 views 3 comments 0 points Most recent by Quicken Kristina November 2025Errors and Troubleshooting (Windows)
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  New Stock Purchase Does Not Allow Funding Account (Q Mac)

  Closed bill.fry 12 views 2 comments 0 points Most recent by Jon November 2025Investing (Mac)
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  Merrill Lynch Reinvestments

  Closed GTmem 277 views 23 comments 0 points Most recent by SomebodyInGNV November 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity updates create new securities

  Answered Closed andy 34 views 3 comments 0 points Most recent by John_in_NC November 2025Download, Add/Update Accounts (Mac)
• 
  Fidelity Error CC-501 now Error CC-506

  Closed tellis32 103 views 3 comments 0 points Most recent by Quicken Alyssa November 2025Download, Add/Update Accounts (Windows)
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  Fidelity NetBenefits not downloading Complete - Positions and Transactions.

  Closed Ducati 55 views 1 comment 0 points Most recent by Quicken Alyssa November 2025Download, Add/Update Accounts (Windows)
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  Quicken - A Fidelty Download Problem -- Mac

  Closed gwpotter 51 views 3 comments 0 points Most recent by gwpotter November 2025Registers & Transactions (Mac)
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  Getting Old Duplicate Transactions with Fidelity

  Closed BarryMo 11 views 1 comment 0 points Most recent by Quicken Alyssa November 2025Download, Add/Update Accounts (Windows)
• 
  Charles Schwab not downloading?

  Answered Closed VOODIA 296 views 5 comments 2 points Most recent by Quicken Alyssa November 2025Download, Add/Update Accounts (Windows)
• 
  New Fidelity Connection Method - Service Unavailable message [Edited]

  Answered Closed CharlieG 976 views 40 comments 2 points Most recent by smess November 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity new connection issue (Fidelity NetBenefits now gone)

  Closed Rick2022 872 views 20 comments 1 point Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Mac)
• 
  During Fidelity Download, PREVIOUSLY entered transactions are lost

  Closed rwaynerogers 83 views 7 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity Online Balance - includes investments values - can't reconcile

  Closed Carefree 1.1K views 66 comments 0 points Most recent by Brad L Vandermoon November 2025Download, Add/Update Accounts (Mac)
• 
  Downloading Fidelity Brokerage accounts

  Closed Cathy Diotte Scott 429 views 13 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
• 
  BNY Mellon not downloading since saturday

  Closed misterconcrete 564 views 30 comments 0 points Most recent by Quicken Anja November 2025Errors and Troubleshooting (Windows)
• 
  Download window blank after updating prices from Fidelity

  Closed EvDob 81 views 11 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
• 
  Investing Tab Portfolio View Not Displaying Dividends For Mutual Funds

  Closed ksdeuser@ 74 views 7 comments 0 points Most recent by q_lurker November 2025Investing (Windows)
• 
  Quicken for Mac does not have an automatic balance notice of shares being off

  Answered Closed jjrichards 32 views 4 comments 0 points Most recent by jacobs November 2025Download, Add/Update Accounts (Mac)
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  Investing - Portfolio Value by Security by [Time Interval]

  Reviewed bkinva 11 views 0 comments 2 points Started by bkinva November 2025 Reports
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  Yield on Investment Showing Zeros (in Portfolio View)

  Closed JoeL. 84 views 4 comments 0 points Most recent by Quicken Alyssa November 2025All Things Canadian (Windows)
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  Fidelity securities duplicating

  Closed System 41 views 7 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Mac)
• 
  Fidelity transaction sign errors

  Closed EvDob 146 views 10 comments 0 points Most recent by Quicken Kristina November 2025Errors and Troubleshooting (Windows)
• 
  Any support for downloading from Webull?

  Answered Closed MichaelCortese 51 views 1 comment 0 points Most recent by Quicken Alyssa November 2025Download, Add/Update Accounts (Windows)