Investments

Discussion List

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  Why has one of my Vanguard accounts become invisible to Quicken?

  Answered Closed Twincaman 33 views 2 comments 0 points Most recent by Twincaman October 2025Download, Add/Update Accounts (Windows)
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  Portfolio view Return (%) YTD

  Answered ✓ Closed agent511 31 views 3 comments 0 points Most recent by agent511 October 2025Errors and Troubleshooting (Windows)
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  Fidelity Bond Prices

  Closed Snakebit12 54 views 4 comments 0 points Most recent by Lou Meyer October 2025Errors and Troubleshooting (Windows)
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  Latest update (R64.30) breaks Fidelity CD download

  Closed Chuck77 154 views 6 comments 0 points Most recent by Lou Meyer October 2025Investing (Windows)
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  quicken not updating any investment prices at all

  Closed ghstudio 46 views 2 comments 0 points Most recent by Quicken Anja October 2025Errors and Troubleshooting (Windows)
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  Update: Fidelity Transactions not Downloading

  Closed rbridges01 51 views 3 comments 0 points Most recent by proflaw October 2025Download, Add/Update Accounts (Windows)
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  New Merrill Connection - Matching Security Query and Repeat Downloads

  Closed MangoMan 460 views 40 comments 0 points Most recent by MangoMan October 2025Download, Add/Update Accounts (Windows)
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  Investment Account Transfer of Assets

  Answered ✓ Closed OldSwimmer1650 91 views 8 comments 0 points Most recent by Jim_Harman September 2025Investing (Windows)
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  Vanguard Cash Plus Quicken Classic Mac Does not Work

  Closed JMusername 31 views 2 comments 0 points Most recent by unknown September 2025Download, Add/Update Accounts (Mac)
• 
  Fidelity CC-901/Reauthorization Loop

  Closed System 413 views 21 comments 0 points Most recent by Movie Nut September 2025Download, Add/Update Accounts (Windows)
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  Principal Financial Services 401(k) duplicate cash and investment balance

  Closed Delaney 85 views 7 comments 1 point Most recent by Quicken Kristina September 2025Download, Add/Update Accounts (Mac)
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  Long-Standing Schwab Money Market Fund Issues

  Closed System 42 views 4 comments 0 points Most recent by Quicken Alyssa September 2025Download, Add/Update Accounts (Mac)
• 
  Fidelity & RobinHood Suddenly Not Downloading Correctly

  Answered Closed kyoung221 55 views 3 comments 0 points Most recent by kyoung221 September 2025Investing (Mac)
• 
  Investment Chart Displays Sawtooth Pattern

  Answered Closed PhilP` 14 views 1 comment 0 points Most recent by Chris_QPW September 2025Investing (Mac)
• 
  Placeholder

  Answered Closed aLfGordon 66 views 3 comments 0 points Most recent by Quicken Kristina September 2025Investing (Windows)
• 
  Ascensus - RP Link connectivity problem (QWin)

  Closed System 12 views 4 comments 0 points Most recent by DSK55 September 2025Download, Add/Update Accounts (Windows)
• 
  Corrupted after update ? I guess

  Closed Perry Smith 117 views 4 comments 0 points Most recent by Perry Smith September 2025Installing and Updating (Mac)
• 
  Pricing updates for several stocks listed on TSX stopped working August 13 2025

  Closed Muskoka_guy 33 views 2 comments 0 points Most recent by Arctic Hare September 2025All Things Canadian (Windows)
• 
  Please clarify exactly what changed with R64.30

  Closed Chris_QPW 397 views 12 comments 2 points Most recent by Geobrick September 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity converting to Quicken Connect - errors with fund mergers and money market accounts

  Closed qudtp 103 views 2 comments 0 points Most recent by qudtp September 2025Registers & Transactions (Mac)
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  Fidelity Sales showing as Withdrawls on Quicken Classic Windows (R64.30)

  Closed J. Snyder 63 views 2 comments 1 point Most recent by Quicken Kristina September 2025Download, Add/Update Accounts (Windows)
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  Fidelity reauthorization doesn't list correct "Link to Existing Account"

  Answered Closed BarbGB 76 views 4 comments 0 points Most recent by BarbGB September 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity – Cash Representation

  Closed mvwabc 64 views 3 comments 0 points Most recent by Quicken Alyssa September 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity - Some security quantities incorrect (QWin)

  Closed System 2 views 2 comments 0 points Most recent by Quicken Kristina September 2025Download, Add/Update Accounts (Windows)
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  ONGOING 9/29/25 Fidelity Investments - 401(k) Unidentified Security during cutover

  Quicken Anja 1.5K views 2 comments 0 points Most recent by Quicken Kristina September 2025Alerts, Online Banking & Known Product Issues
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  User generated asset classes

  Reviewed lfields333 22 views 3 comments 11 points Most recent by Quicken Kristina September 2025Product Enhancements
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  My Fidelity connection date did not work correctly

  Answered Closed nuttika 123 views 11 comments 0 points Most recent by nuttika September 2025Errors and Troubleshooting (Windows)
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  Updated to 8.3.2, can't connect to Fidelity, seeing duplicate accounts and incorrect balances

  Closed System 46 views 2 comments 0 points Most recent by Quicken Alyssa September 2025Investing (Mac)
• 
  Duplicate transactions from Fidelity (QMac)

  Closed System 112 views 9 comments 0 points Most recent by Quicken Kristina September 2025Download, Add/Update Accounts (Mac)