Investments

Discussion List

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  Allow allocations by Market Sector for Asset Allocation Analysis

  Reviewed ted_nixon 7 views 0 comments 1 point Started by ted_nixon March 2 Canada Windows
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  How to use Fidelity Express Web Connect with two Fidelity logins?

  Answered RhysR 72 views 4 comments 0 points Most recent by Mark D March 2Download, Add/Update Accounts (Windows)
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  Investment Account Cash Balance

  Answered SH62 21 views 1 comment 0 points Most recent by NotACPA March 2Investing (Windows)
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  UPDATED 3/2/26 QWIN - Portfolio X-Ray incorrectly showing some holdings as 'Not Classified'

  Quicken Kristina 331 views 3 comments 3 points Most recent by Quicken Kristina March 2Alerts, Online Banking & Known Product Issues
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  Problems with having Jackson National data display properly

  Normal 19 views 3 comments 0 points Most recent by Quicken Alyssa March 2Download, Add/Update Accounts (Windows)
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  Vanguard Download Issue - Two Entries Per Transaction

  Dom1 118 views 10 comments 0 points Most recent by PegasusT4 March 2Errors and Troubleshooting (Windows)
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  How to track performance of cash in an investment account...

  Answered Ken Stevens 37 views 1 comment 0 points Most recent by Quicken Kristina March 1Investing (Windows)
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  Unable to download Schwab Bank and Investment Transactions

  Lammers 37 views 1 comment 0 points Most recent by Quicken Kristina March 1Download, Add/Update Accounts (Windows)
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  No Fidelity Downoads - Quicken Classic Windows 11

  jsk2817 70 views 7 comments 0 points Most recent by Quicken Kristina March 1Errors and Troubleshooting (Windows)
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  Can't treat SWGXX as cash in Schwab brokerage account

  John Ellis 34 views 3 comments 0 points Most recent by John Ellis March 1Download, Add/Update Accounts (Windows)
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  Bug: Quicken is downloading incorrect stock prices on weekend days

  QuickeDan 79 views 8 comments 0 points Most recent by q_lurker March 1Investing (Windows)
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  Fidelity status

  dkirin 47 views 2 comments 0 points Most recent by Quicken Alyssa March 1Download, Add/Update Accounts (Windows)
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  Kudos on Fidelity CMA improvements

  CousinBruce 12 views 1 comment 1 point Most recent by Quicken Alyssa March 1Download, Add/Update Accounts (Mac)
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  Fidelity monthly share sales download with generic info

  Mark Wagner 19 views 1 comment 0 points Most recent by Quicken Alyssa March 1Download, Add/Update Accounts (Windows)
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  ACB (Cost Basis) Calculation

  Reviewed mark16 36 views 4 comments 2 points Most recent by mark16 March 1Canada Mac
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  Periodically, downloading from Schwab and bank accounts stops working [Edited]

  Answered rama23 34 views 2 comments 0 points Most recent by Quicken Kristina February 28Download, Add/Update Accounts (Windows)
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  Fidelity FDRXX should not be reinvested dividend income

  Brad L Vandermoon 84 views 8 comments 0 points Most recent by Quicken Kristina February 28Errors and Troubleshooting (Mac)
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  When Fidelity Cash Reserve FDRXX issue will be resolved?

  Answered vip 148 views 11 comments 0 points Most recent by mvitulli February 28Registers & Transactions (Mac)
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  Persistent issues with Fidelity NetBenefits since Fall of 2025

  GOBLUE 33 views 2 comments 0 points Most recent by Quicken Kristina February 28Download, Add/Update Accounts (Mac)
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  Fidelity Net Benefits lost history

  GOBLUE 15 views 2 comments 0 points Most recent by Quicken Kristina February 28Download, Add/Update Accounts (Mac)
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  Fidelity NetBenefits Downloading Incorrect Prices Outside Trading Hours

  dsmith5010 33 views 3 comments 0 points Most recent by Jim_Harman February 28Investing (Windows)
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  Waters added to Account?

  AMP 28 views 2 comments 0 points Most recent by mshiggins February 27Investing (Windows)
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  Error in categorizing option writing transactions in Fidelity Accounts

  HarryM 21 views 3 comments 0 points Most recent by Quicken Kristina February 27Errors and Troubleshooting (Windows)
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  Fidelity accounts missing transactions

  System 33 views 4 comments 0 points Most recent by Quicken Kristina February 27Download, Add/Update Accounts (Windows)
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  error in cash reporting on transaction screen /suggestions to fix

  Answered rayseidlinger 19 views 1 comment 0 points Most recent by Quicken Kristina February 27Errors and Troubleshooting (Windows)
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  Unable to download transactions from Teachers Retirement System of Georgia

  Answered jeharden 30 views 3 comments 0 points Most recent by Quicken Kristina February 27Errors and Troubleshooting (Mac)
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  Fidelity IRA account multiple problems with balance, cash, realized gains/loss, add shares

  daverph 165 views 11 comments 1 point Most recent by Quicken Kristina February 27Errors and Troubleshooting (Mac)
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  Schwab download with multiple user IDs and accounts

  murts1 41 views 4 comments 0 points Most recent by Quicken Kristina February 27Download, Add/Update Accounts (Windows)
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  Portfolio X-Ray AI Analysis tool shows same results regardless of asset allocation

  System 138 views 9 comments 0 points Most recent by Quicken Kristina February 27Investing (Windows)
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  limited and general investment partnerships for Quicken for Mac

  Reviewed Morrie Siegel 17 views 2 comments 1 point Most recent by Quicken Kristina February 27Investments