Investments

Discussion List

• 
  Can't Connect to Fidelity

  Closed CPFinance$ 132 views 3 comments 0 points Most recent by Quicken Alyssa November 2025Download, Add/Update Accounts (Windows)
• 
  Is cash handling in a Fidelity brokerage account part of the Fidelity issues I see posted?

  Answered Closed Dennis6@ 2.2K views 55 comments 0 points Most recent by ha_amin November 2025Investing (Windows)
• 
  Fidelity Incorrect Balances

  Closed System 54 views 4 comments 0 points Most recent by Quicken Alyssa November 2025Registers & Transactions (Mac)
• 
  Can you have 2 copies of Quicken use EWC+ on same institution?

  Closed qudtp 137 views 10 comments 0 points Most recent by Chris_QPW November 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity account will not download sale of FZDXX when sold

  Closed Dennis Nelson 82 views 4 comments 0 points Most recent by Quicken Alyssa November 2025Investing (Windows)
• 
  New Major Bug That Scares Me: Quote Price on Lots Incorrect

  Answered Closed recursor1 71 views 5 comments 0 points Most recent by Quicken Alyssa November 2025Errors and Troubleshooting (Windows)
• 
  Ascensus connectivity issue

  Closed MSStateDawg 56 views 1 comment 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity Investments updates

  Answered Closed jpc3 143 views 5 comments 0 points Most recent by jpc3 November 2025Download, Add/Update Accounts (Mac)
• 
  Share Transfer between Fidelity Accounts Mishandled

  Closed SeaSilver8 106 views 8 comments 0 points Most recent by jersey42 November 2025Download, Add/Update Accounts (Windows)
• 
  Sudden change of investment acc. to simplified view, Restore detailed view account data from backup?

  Answered Closed BlueTurtleJR 63 views 4 comments 0 points Most recent by Quicken Alyssa November 2025Download, Add/Update Accounts (Windows)
• 
  Cash balance in investment account out of sync - Fidelity

  Closed Jeff2056 106 views 5 comments 0 points Most recent by Quicken Alyssa November 2025Registers & Transactions (Windows)
• 
  Restoring a backup does not redownload transactions for Fidelity linked cash account

  Closed leishirsute 56 views 7 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
• 
  Update on Vanguard moving from Direct Connect to EWC+?

  Closed hansenb40 92 views 3 comments 0 points Most recent by hansenb40 November 2025Download, Add/Update Accounts (Windows)
• 
  2

  Up
  Logarithmic y-axis on investment plots?

  Reviewed rjbailey_95066 12 views 0 comments 2 points Started by rjbailey_95066 November 2025 Investments
• 
  Fidelity Reauthorization

  Closed Lasleyma 449 views 15 comments 0 points Most recent by briankelly November 2025Download, Add/Update Accounts (Windows)
• 
  Quicken classic for Mac did not load any transaction from Fidelity today

  Answered Closed Ajay Birla 23 views 2 comments 0 points Most recent by Quicken Kristina November 2025Registers & Transactions (Mac)
• 
  Bug with Memorized Payees and Investments

  Closed MGSaeba 32 views 3 comments 1 point Most recent by Jim_Harman November 2025Errors and Troubleshooting (Windows)
• 
  How to Merge Securities in Quicken Classic for Windows

  Closed aDail 186 views 3 comments 0 points Most recent by aDail October 2025Investing (Windows)
• 
  Fidelity updates still not working, after deactivate/set-up

  Closed Scott Wieder 72 views 3 comments 0 points Most recent by Quicken Kristina October 2025Errors and Troubleshooting (Windows)
• 
  NetxInvestor / Pershing Automatic Account Update

  Answered Closed JP McClernon 93 views 3 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
• 
  Unable to Connect to Fidelity NetBenefits

  Closed System 133 views 9 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
• 
  FDRXX Now Shows as Security AND Cash

  Answered Closed protean 193 views 2 comments 0 points Most recent by dc_350 October 2025Errors and Troubleshooting (Mac)
• 
  Fidelity connection migration issue

  Closed StephenCO 141 views 6 comments 0 points Most recent by Jon October 2025Investing (Mac)
• 
  Fidelity Transactions Still Not Being Dowloaded

  Closed pistolpete 63 views 3 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
• 
  Bug: Investment transactions not reflecting in portfolio

  Closed Scott Rose 216 views 8 comments 0 points Most recent by Scott Rose October 2025Errors and Troubleshooting (Mac)
• 
  Symbol Sort is Wrong (Q Mac)

  Closed Brad L Vandermoon 62 views 3 comments 0 points Most recent by Quicken Alyssa October 2025Errors and Troubleshooting (Mac)
• 
  Fidelity IRA Cash Balance Mismatch in Quicken – Mac

  Closed System 87 views 7 comments 0 points Most recent by Quicken Anja October 2025Download, Add/Update Accounts (Mac)
• 
  2

  Up
  Feature Request: Real-Time & Extended-Hours Quotes in Quicken Mac Classic

  Reviewed trannolis 34 views 1 comment 2 points Most recent by MauryJ October 2025Investments
• 
  6

  Up
  Please support real time quotes in Quicken Classic for Mac

  Reviewed mikel51 31 views 1 comment 6 points Most recent by MauryJ October 2025Investments
• 
  Investing securities view Quote/Price shows 'Last Updated' date 2 days old, quotes stale

  Answered Closed Mike650101 103 views 3 comments 0 points Most recent by Mike650101 October 2025Investing (Windows)