Investments

Discussion List

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  Fidelity IRA accounts not updating.

  Answered JT1960_ 86 views 7 comments 0 points Most recent by Quicken Alyssa January 7Investing (Mac)
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  Fidelity Investments has made changes to the way it shares money market/cash transactional informati

  FEC 120 views 7 comments 0 points Most recent by FEC January 7Investing (Windows)
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  Support for TIPS (Treasury Inflation Protected Securities)

  Reviewed SirDodo 278 views 8 comments 5 points Most recent by TedQacct January 7Investments
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  Fidelity Cash Balance Doubled (money market accounts)

  System 68 views 8 comments 0 points Most recent by TA3 January 6Download, Add/Update Accounts (Mac)
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  Imbalance between Register and Holdings

  Answered MattT 45 views 2 comments 0 points Most recent by MattT January 6Registers & Transactions (Windows)
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  Fidelity EWC+ interface treating accrued interest on secondary market CDs incorrectly

  BrittMayo 9 views 1 comment 0 points Most recent by Quicken Kristina January 6Registers & Transactions (Windows)
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  Bug in Quicken Investing Dashboard - account value/shares doubled in only one account

  akaisth 35 views 3 comments 0 points Most recent by NotACPA January 6Investing (Windows)
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  Merrill Lynch - Incorrect Investment Account Balance on 401K Bond Funds - shares off by 100x

  Answered LouCan 49 views 5 comments 0 points Most recent by drflash January 6Errors and Troubleshooting (Windows)
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  RSU Vesting Schedule

  Reviewed CDG01 11 views 0 comments 1 point Started by CDG01 January 6 Investments
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  How can I properly record a Roth to traditional IRA recharacterization?

  Answered thetallestpaul 39 views 4 comments 0 points Most recent by Jim_Harman January 6Registers & Transactions (Windows)
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  Any update on when the Fidelity Cash Balance issue will be resolved?

  Ramias 647 views 24 comments 0 points Most recent by Quicken Kristina January 6Download, Add/Update Accounts (Mac)
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  Schwab HSA account not downloading CC-800 error says Deleted Schwab account

  RAFSF 114 views 12 comments 0 points Most recent by Quicken Alyssa January 6Download, Add/Update Accounts (Mac)
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  META still bringing in FB pricing on Mac

  wbeekman 15 views 1 comment 0 points Most recent by Quicken Anja January 6Investing (Mac)
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  Reauthorize/download issues with Fidelity [Edited]

  Answered watsonda1 62 views 6 comments 0 points Most recent by Quicken Kristina January 6Download, Add/Update Accounts (Windows)
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  Categories for Investment accounts

  Reviewed Russell0 31 views 3 comments 1 point Most recent by Jeeter January 6Ideas for Windows Classic
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  1

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  Ability to Archive Options

  New Jeeter 11 views 0 comments 1 point Started by Jeeter January 6 Ideas for Windows Classic
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  Sub-Accounts for Retirement

  Cyrano 25 views 2 comments 0 points Most recent by Cyrano January 6Investing (Mac)
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  Quicken re-authorization fails on Quicken side

  b-quick 20 views 1 comment 0 points Most recent by Quicken Alyssa January 6Download, Add/Update Accounts (Windows)
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  Fidelity HSA Download Issue

  Answered pgolda 31 views 1 comment 1 point Most recent by Quicken Anja January 6Download, Add/Update Accounts (Windows)
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  Adding Fidelity Investments accounts

  Eddie Paz 31 views 3 comments 0 points Most recent by Quicken Anja January 6Download, Add/Update Accounts (Windows)
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  Lincoln Financial erroneously displays balance as $0.00

  Scott Saylor 18 views 3 comments 0 points Most recent by Scott Saylor January 6Download, Add/Update Accounts (Mac)
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  My list of broken Fidelity EWC+ functions

  leishirsute 1.5K views 58 comments 5 points Most recent by Movie Nut January 5Download, Add/Update Accounts (Windows)
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  Left Side Panel MF Value Wrong While Portfolio or Detail View is Correct

  fairwarning 58 views 6 comments 0 points Most recent by fairwarning January 5Investing (Windows)
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  Schwab Money Market Download issues

  RoatanJim 26 views 3 comments 0 points Most recent by Quicken Kristina January 5Registers & Transactions (Windows)
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  Completely unable to connect Fidelity Investments via WebConnect

  foster.a 76 views 4 comments 0 points Most recent by Quicken Alyssa January 5Download, Add/Update Accounts (Windows)
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  Fidelity Issues

  Hawkins1 44 views 1 comment 0 points Most recent by Quicken Alyssa January 5Errors and Troubleshooting (Windows)
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  Current Mac version doesn't download portfolios correctly

  hyyqckn 41 views 7 comments 0 points Most recent by jacobs January 5Download, Add/Update Accounts (Mac)
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  fidelity woes - no downloaded transactions for one of my Fidelity accounts

  kyoung2112 524 views 17 comments 0 points Most recent by Quicken Kristina January 5Download, Add/Update Accounts (Windows)
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  Fidelity Securities Mismatch FZFXX Treasury MMF

  DaveQN 122 views 14 comments 0 points Most recent by Quicken Kristina January 5Download, Add/Update Accounts (Windows)
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  UPDATE! 1/5/26 Empower Retirement - FDP-6000

  Quicken Kristina 152 views 1 comment 3 points Most recent by Quicken Kristina January 5Alerts, Online Banking & Known Product Issues