Investments

Discussion List

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  Unable to get a breakdown by account of Cash in various Investment accounts

  Answered ✓ Closed Tealeaf3 88 views 5 comments 0 points Most recent by Jim_Harman February 8All Things Canadian (Windows)
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  I am trying to connect my merrill lynch 401K with Quicken

  Answered Closed joan7910 3.7K views 78 comments 0 points Most recent by jkalexndr February 8Download, Add/Update Accounts (Windows)
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  Principal Financial 401(k) shows wrong balance

  Answered ✓ Closed Geiswood 1.2K views 61 comments 2 points Most recent by Quicken Anja February 7Download, Add/Update Accounts (Mac)
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  Investment transaction needed for RRIF payment

  Reviewed BigPete3 15 views 1 comment 1 point Most recent by BigPete3 February 7Canada Windows
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  Struggling to get brokerage account added - placeholder discrepancies..??

  Answered Closed Andrew Angell 49 views 5 comments 0 points Most recent by Jim_Harman February 6Investing (Windows)
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  Fidelity MMF redemptions not downloading

  Closed ToGo109 16 views 1 comment 0 points Most recent by Quicken Kristina February 6Download, Add/Update Accounts (Mac)
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  Is there a setting in Quicken that hides selected portfolio positions?

  Answered Closed FC Wolf 145 views 13 comments 0 points Most recent by Quicken Kristina February 6Investing (Mac)
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  Why doesn't investment entry advance highlight to next blank entry line?

  Answered Closed Hal1 25 views 3 comments 0 points Most recent by Quicken Kristina February 6Registers & Transactions (Windows)
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  Fidelity download error when downloading into CMA account

  Closed marcaronson408 102 views 9 comments 0 points Most recent by Quicken Kristina February 6Download, Add/Update Accounts (Windows)
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  Is your X-Ray Portfolio populating?

  Answered Closed Tobyra 40 views 3 comments 0 points Most recent by Ducati February 5Investing (Windows)
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  Why are my downloaded Charles Schwab IRA accounts balances consistently incorrect?

  Answered Closed dhall92026 8 views 1 comment 0 points Most recent by NotACPA February 3Download, Add/Update Accounts (Windows)
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  Fidelity IRA transaction not posting correctly

  Closed RWM-JR 71 views 6 comments 0 points Most recent by Quicken Kristina February 3Errors and Troubleshooting (Mac)
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  Quicken Built in Investment Reports

  Closed MrZipp 23 views 2 comments 0 points Most recent by MrZipp February 3Investing (Windows)
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  Fidelity Download - information downloaded into wrong account [Edited]

  Answered Closed wdh 44 views 4 comments 0 points Most recent by Quicken Anja February 3Download, Add/Update Accounts (Windows)
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  Merrill - Handling Covered Calls

  Closed MangoMan 7 views 0 comments 0 points Most recent by MangoMan February 3Investing (Windows)
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  Transactions downloading to wrong account

  Closed andcbii 37 views 3 comments 0 points Most recent by Quicken Kristina February 2Download, Add/Update Accounts (Windows)
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  Reconciling Shares held by your brokerage account vs Quicken

  Reviewed jjrichards 45 views 5 comments 5 points Most recent by jjrichards February 2Investments
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  Issue with Merrill Lynch account since reauthorization - account balance is wrong [Edited]

  Closed jdparker225 8.3K views 302 comments 2 points Most recent by MELCO February 2Errors and Troubleshooting (Windows)
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  Whats the status on Ticket #11999090: Fidelity HSA account downloads

  Answered Closed soccerCoffeeMom 206 views 13 comments -1 point Most recent by Scatr February 2Errors and Troubleshooting (Windows)
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  Portfolio view income suggestion - Add Dividend, Interest, and Yield columns (Q Mac)

  Reviewed Mike Kozlow 159 views 10 comments 25 points Most recent by RayZizik February 2Investments
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  Improve Investment "Watchlist" Navigation, Dashboard, Menu, Multiple Watchlists and Adding Notes

  Reviewed ah1aviator 15 views 1 comment 3 points Most recent by jacobs February 1Investments
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  Net Worth Report showing negative balances for zero balanced accounts

  Closed LostCanuck 100 views 9 comments 0 points Most recent by Quicken Kristina January 31Reports (Windows)
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  Fidelity HSA transactions still not downloading (Ticket 1999090)

  Answered Closed ayeo 562 views 25 comments 1 point Most recent by Quicken Alyssa January 29Errors and Troubleshooting (Windows)
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  Can't activate Fidelity accounts after EWC+ transition

  Closed Woodsey 113 views 7 comments 1 point Most recent by Quicken Alyssa January 29Download, Add/Update Accounts (Windows)
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  IRA sweep balances appear as "banking" (Wells Fargo)

  Answered Closed Dave_fin 27 views 2 comments 0 points Most recent by Quicken Anja January 28Investing (Windows)
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  Fidelity transaction download issue

  Closed System 323 views 21 comments 0 points Most recent by Quick92 January 28Download, Add/Update Accounts (Windows)
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  Fidelity Securities Mismatch FZFXX Treasury MMF

  Closed DaveQN 201 views 16 comments 0 points Most recent by Quicken Kristina January 27Download, Add/Update Accounts (Windows)
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  Vanguard accounts not found when trying to reconnect

  Closed System 13 views 2 comments 0 points Most recent by Quicken Kristina January 27Download, Add/Update Accounts (Windows)
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  Fidelity IRA accounts not updating.

  Answered Closed JT1960_ 113 views 8 comments 0 points Most recent by Quicken Alyssa January 27Investing (Mac)