Investments

Discussion List

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  Issues Downloading Fidelity

  System 57 views 12 comments 0 points Most recent by DLKSF January 9Download, Add/Update Accounts (Windows)
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  new stocks added not showing as added

  Answered ✓ tom 8021 82 views 7 comments 0 points Most recent by Burt - Q17 H&B January 8Investing (Windows)
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  Incomplete securities download from Scotia bank/ScotMcLeod using Quicken for Mac

  J-PH 17 views 2 comments 0 points Most recent by J-PH January 8All Things Canadian (Mac)
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  One of my Vanguard investment accounts isn't listed when I try to set it up for Direct Connect.

  millersp54 73 views 11 comments 0 points Most recent by Jim_Harman January 8Download, Add/Update Accounts (Windows)
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  Fidelity IRA Transactions Downloading Incorrectly (Double Withdrawal Issue)

  System 43 views 8 comments 0 points Most recent by Boatnmaniac January 7Investing (Windows)
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  Fidelity transaction download issue

  System 180 views 14 comments 0 points Most recent by TQ January 7Download, Add/Update Accounts (Windows)
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  Need help changing to one-step update for Merrill Lynch bank accounts

  Bill Gulledge 12 views 2 comments 0 points Most recent by Bill Gulledge January 7Download, Add/Update Accounts (Windows)
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  Missing Button in Investment pop-up window

  psobilo 63 views 3 comments 0 points Most recent by jfreilly3 January 7Investing (Windows)
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  Financial accounts borked with latest Mac version

  hyyqckn 51 views 4 comments 0 points Most recent by Quicken Alyssa January 7Download, Add/Update Accounts (Mac)
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  Merrill Lynch Transaction Download Missing Some Details

  Loganrun 41 views 8 comments 0 points Most recent by Quicken Anja January 7Download, Add/Update Accounts (Mac)
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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 280 views 8 comments 5 points Most recent by TedQacct January 7Investments
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  Fidelity Cash Balance Doubled (money market accounts)

  System 71 views 8 comments 0 points Most recent by TA3 January 6Download, Add/Update Accounts (Mac)
• 
  Imbalance between Register and Holdings

  Answered MattT 46 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 651 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 63 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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  Ability to Archive Options

  New Jeeter 12 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 36 views 1 comment 1 point Most recent by Quicken Anja January 6Download, Add/Update Accounts (Windows)
• 
  Adding Fidelity Investments accounts

  Eddie Paz 31 views 3 comments 0 points Most recent by Quicken Anja January 6Download, Add/Update Accounts (Windows)