Investments

Discussion List

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  New Download capability from Merrill Lynch Benefits Online downloads incorrect data

  dsclove 413 views 22 comments 1 point Most recent by dsclove December 2Download, Add/Update Accounts (Mac)
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  Investment account not syncing with desktop

  ralphf 15 views 3 comments 0 points Most recent by Quicken Anja December 2Errors and Troubleshooting (Mobile)
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  Merrill Lynch - Incorrect Investment Account Balance on 401K Bond Funds - shares off by 100x

  Answered LouCan 19 views 2 comments 0 points Most recent by LouCan December 2Errors and Troubleshooting (Windows)
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  Fidelity accounts - I do not see the Cash Representation option

  Answered Bione 1.2K views 53 comments 1 point Most recent by Longhorn90 December 1Download, Add/Update Accounts (Windows)
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  Financial Account Display Has Changed

  Michael Winnick 43 views 3 comments 0 points Most recent by Rocket J Squirrel December 1Investing (Windows)
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  This transaction was created from a split transaction

  scottmonte 18 views 1 comment 0 points Most recent by Quicken Kristina December 1Download, Add/Update Accounts (Windows)
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  Quicken keeps needing to confirm if one Fidelity holding is new or existing

  System 18 views 2 comments 0 points Most recent by Quicken Kristina December 1Errors and Troubleshooting (Windows)
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  Two Fidelity 401k Accounts - Two different Login

  rmatz 31 views 3 comments 0 points Most recent by Quicken Alyssa December 1Download, Add/Update Accounts (Mac)
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  Unable to download transactions from Edward Jones for the last 3 days starting 10/14/2025

  Closed Phardy 56 views 6 comments 0 points Most recent by Quicken Kristina December 1Download, Add/Update Accounts (Windows)
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  Fidelity HSA not downloading transactions

  rskurato 243 views 11 comments 1 point Most recent by Mark Wagner December 1Download, Add/Update Accounts (Windows)
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  Updating Fidelity accounts causes an uneditable "Cash" account to appear

  System 39 views 10 comments 0 points Most recent by jpc3 December 1Download, Add/Update Accounts (Mac)
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  Editing an existing core account transaction doesn't work properly

  System 5 views 1 comment 0 points Most recent by elorimer December 1Download, Add/Update Accounts (Windows)
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  Fidelity cash management account

  Answered JoshFla 88 views 7 comments 0 points Most recent by utexex79@ November 30Download, Add/Update Accounts (Windows)
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  Fidelity cash balances are off

  jeffreyjgray 17 views 1 comment 0 points Most recent by Quicken Kristina November 30Errors and Troubleshooting (Windows)
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  Fidelity 401K downloading the same security for every transaction

  jameswolfe8561 29 views 2 comments 0 points Most recent by jameswolfe8561 November 30Download, Add/Update Accounts (Windows)
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  LPL now updating one mutual fund.

  tolich 13 views 3 comments 0 points Most recent by Quicken Alyssa November 30Errors and Troubleshooting (Windows)
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  Fidelity NetBenefits and Reinvest Dividends

  John_in_NC 268 views 17 comments 0 points Most recent by chendricks November 30Investing (Mac)
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  Unrequested Change to Simple Investing with Vanguard Account

  pablomiller 227 views 14 comments 0 points Most recent by dave7865 November 29Download, Add/Update Accounts (Windows)
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  EWC+ runs and fails to download transactions from Merrill.

  Paul LeLievre 10 views 1 comment 0 points Most recent by Quicken Kristina November 29Download, Add/Update Accounts (Windows)
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  QM DODGX Price History Scrambled?

  williamhouk3 46 views 4 comments 0 points Most recent by Quicken Kristina November 29Errors and Troubleshooting (Mac)
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  Fidelity Trust account not updating [Edited]

  Answered Closed stevenhyman1781 22 views 3 comments 0 points Most recent by Quicken Anja November 29Download, Add/Update Accounts (Windows)
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  Multiple Fidelity Netbenefits problems [Edited]

  loukas 129 views 4 comments 2 points Most recent by loukas November 29Download, Add/Update Accounts (Windows)
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  Fidelity EWC+ reinvested month end dividends handled wrong

  Answered leishirsute 768 views 44 comments 0 points Most recent by proflaw November 29Download, Add/Update Accounts (Windows)
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  Fidelity Netbenefits Issue after Reauthorization - SS S&P 500 Index K - Incorrect Price History

  Answered DanTheMan1 104 views 8 comments 0 points Most recent by Quicken Kristina November 28Download, Add/Update Accounts (Windows)
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  Fidelity Brokered CD Price Quote Downloads Rounding

  emhamiltn 162 views 14 comments 0 points Most recent by Quicken Kristina November 28Download, Add/Update Accounts (Windows)
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  Spot Prices for Gold & Silver

  Reviewed rbw111 139 views 10 comments 7 points Most recent by encj November 28Investments
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  My list of broken Fidelity EWC+ functions

  leishirsute 1.2K views 39 comments 5 points Most recent by jeffreyjgray November 28Download, Add/Update Accounts (Windows)
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  How do I import Investment data without affecting the cash balance [Edited]

  Answered ✓ Strike 75 views 6 comments 0 points Most recent by Strike November 27Registers & Transactions (Windows)
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  27
  Add ability to link accounts to brokerage accounts to Quicken for Mac (104 Legacy Votes)

  Planned smayer97 2.2K views 59 comments 27 points Most recent by Jay Baker November 27Investments
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  Number of shares way off

  mauldin006 36 views 3 comments 0 points Most recent by Quicken Alyssa November 26Errors and Troubleshooting (Mac)