Investments

Discussion List

• 
  How can I properly record a Roth to traditional IRA recharacterization?

  Answered Closed thetallestpaul 42 views 4 comments 0 points Most recent by Jim_Harman January 6Registers & Transactions (Windows)
• 
  Schwab HSA account not downloading CC-800 error says Deleted Schwab account

  Closed RAFSF 151 views 12 comments 0 points Most recent by Quicken Alyssa January 6Download, Add/Update Accounts (Mac)
• 
  Reauthorize/download issues with Fidelity [Edited]

  Answered Closed watsonda1 71 views 6 comments 0 points Most recent by Quicken Kristina January 6Download, Add/Update Accounts (Windows)
• 
  1

  Up
  Categories for Investment accounts

  Reviewed Russell0 51 views 3 comments 1 point Most recent by Jeeter January 6Ideas for Windows Classic
• 
  1

  Up
  Ability to Archive Options

  Reviewed Jeeter 11 views 0 comments 1 point Most recent by Jeeter January 6Investments
• 
  Adding Fidelity Investments accounts

  Closed Eddie Paz 31 views 3 comments 0 points Most recent by Quicken Anja January 6Download, Add/Update Accounts (Windows)
• 
  My list of broken Fidelity EWC+ functions

  Closed leishirsute 1.7K views 58 comments 5 points Most recent by Movie Nut January 5Download, Add/Update Accounts (Windows)
• 
  Left Side Panel MF Value Wrong While Portfolio or Detail View is Correct

  Closed fairwarning 61 views 6 comments 0 points Most recent by fairwarning January 5Investing (Windows)
• 
  Completely unable to connect Fidelity Investments via WebConnect

  Closed foster.a 91 views 4 comments 0 points Most recent by Quicken Alyssa January 5Download, Add/Update Accounts (Windows)
• 
  Current Mac version doesn't download portfolios correctly

  Closed hyyqckn 81 views 7 comments 0 points Most recent by jacobs January 5Download, Add/Update Accounts (Mac)
• 
  fidelity woes - no downloaded transactions for one of my Fidelity accounts

  Closed kyoung2112 602 views 17 comments 0 points Most recent by Quicken Kristina January 5Download, Add/Update Accounts (Windows)
• 
  Unable to see Canadian stocks in Stock Look Up

  Answered Closed RobinEllis 51 views 3 comments 0 points Most recent by Valderi January 5All Things Canadian (Windows)
• 
  Unable to download these security prices

  Closed ikeses 41 views 2 comments 0 points Most recent by q_lurker January 4Investing (Windows)
• 
  IRA Distribution transactions and Scheduled Transaction Group are functionality deficient

  Closed DoctorBrown 41 views 2 comments 0 points Most recent by DoctorBrown January 4Investing (Windows)
• 
  RBC Mutual Fund Prices not updated January 2, 2026 (Canada)

  Closed dc600 11 views 1 comment 0 points Most recent by Quicken Kristina January 4All Things Canadian (Windows)
• 
  Fidelity Revenue Credit transactions being handled incorrectly

  Closed MNbowler 21 views 1 comment 0 points Most recent by Quicken Kristina January 4Errors and Troubleshooting (Mac)
• 
  Philly457.com / Philadelphia Deferred Compensation Fails for over a month

  Closed Jordbarnet 11 views 1 comment 0 points Most recent by jacobs January 4Errors and Troubleshooting (Mac)
• 
  How to remove obsolete accounts from the Investing tab?

  Answered ✓ Closed cminarik_1953 41 views 3 comments 0 points Most recent by cminarik_1953 January 3Investing (Windows)
• 
  Fidelity 401K contribution appears as bond bought labeled as "Unidentified Security"

  Closed User121 31 views 1 comment 0 points Most recent by Quicken Kristina January 3Errors and Troubleshooting (Windows)
• 
  Memorized Investment Transaction not supported in open account - IRA distribution

  Answered Closed DoctorBrown 101 views 9 comments 0 points Most recent by Quicken Kristina January 3Investing (Windows)
• 
  CollegeInvest Issues Continue?

  Closed norvanl62 11 views 4 comments 0 points Most recent by Quicken Anja January 3Investing (Windows)
• 
  Fidelity Checking account acting like an investment account

  Closed System 11 views 3 comments 0 points Most recent by Quicken Kristina January 2Download, Add/Update Accounts (Windows)
• 
  Fidelity CMA account question

  Closed es114 31 views 2 comments 0 points Most recent by Quicken Kristina January 2Download, Add/Update Accounts (Windows)
• 
  Unable to deactivate account due to "transactions to accept" error message

  Closed System 21 views 3 comments 0 points Most recent by Quicken Kristina January 2Download, Add/Update Accounts (Windows)
• 
  SIMPLE IRA Payroll Pre-Tax Contributions not reflected in the Tax Planner

  Answered ✓ Closed zot100 61 views 1 comment 0 points Most recent by Quicken Kristina January 2Budgeting and Planning Tools (Windows)
• 
  "Specify Lots Sold in this Transaction" - Display/UI text is cutoff

  Answered Closed davidmarketing 21 views 3 comments 0 points Most recent by NotACPA January 2Errors and Troubleshooting (Windows)
• 
  Have Quicken maintain cash in MMF as Fidelity does

  Answered ✓ Closed Ellary Kahan 202 views 24 comments 0 points Most recent by Ellary Kahan January 2Errors and Troubleshooting (Windows)
• 
  Have Dividend income show on investing dashboard

  Answered Closed Markhfx 51 views 4 comments 0 points Most recent by Arctic Hare January 2All Things Canadian (Windows)
• 
  Quicken for Mac Cash representation for Money Market (e.g. Fidelity) setting

  Answered Closed Lampatrick 51 views 1 comment 0 points Most recent by Jon January 2Investing (Mac)
• 
  18

  Up
  Adding 12 and 24 month view option to "Portfolio Value" card in the Home Dashboard

  Reviewed Chuck56 201 views 11 comments 18 points Most recent by Jim_Harman January 2Product Enhancements