Investments

Discussion List

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  Fidelity Investment Reauthorizing Accounts

  Closed RobFS 31 views 1 comment 0 points Most recent by Quicken Alyssa September 2025Errors and Troubleshooting (Windows)
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  Since Sept 21 update, Fidelity balance is off

  Closed Lou Meyer 21 views 0 comments 0 points Started by Lou Meyer September 2025 Investing (Windows)
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  New Quicken Connection with Fidelity treats FZDXX as both Money Market & Cash

  Closed udechwordiEr 268 views 8 comments 0 points Most recent by Quicken Kristina September 2025Investing (Mac)
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  Will Merrill Lynch QFX Work After the Mandatory Cutover to EWC+?

  Closed mrzookie 24 views 3 comments 0 points Most recent by Quicken Kristina September 2025Download, Add/Update Accounts (Windows)
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  sidebar incorrect, fidelity

  Answered Closed kev25865 22 views 1 comment 0 points Most recent by Quicken Kristina September 2025Investing (Mac)
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  Portfolio for Fidelity shows a stock I no longer have [Edited]

  Answered Closed markrich21 51 views 1 comment 0 points Most recent by Quicken Kristina September 2025Registers & Transactions (Mac)
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  Fidelity EWC+ conversion - which account for core MMF selection pop-up?

  Answered Closed leishirsute 123 views 9 comments 0 points Most recent by Quicken Kristina September 2025Download, Add/Update Accounts (Windows)
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  2 Windows computers connected to Fidelity, one more accurate than the other [Edited]

  Closed traderbrian 41 views 3 comments 0 points Most recent by Quicken Kristina September 2025File Conversion and Backup (Windows)
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  Securities Value incorrect after importing

  Answered Closed SilverEagle 87 views 7 comments 0 points Most recent by Jim_Harman September 2025Investing (Windows)
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  META still bringing in FB pricing on Mac

  Closed scshoes2 66 views 3 comments 0 points Most recent by Jim_Harman September 2025Download, Add/Update Accounts (Mac)
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  Why doesn’t FMOXX show up in the portfolio in my Fidelity account?

  Answered Closed Mark57 22 views 2 comments 0 points Most recent by Quicken Anja September 2025Registers & Transactions (Mac)
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  CD price quotes from Fidelity Investments changed by a factor of 100 after switch to EWC+

  Closed Dave01010100 406 views 19 comments 0 points Most recent by Quicken Kristina September 2025Download, Add/Update Accounts (Windows)
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  2

  Up
  Needs Investment ADVANCED ANALYTICS, not just BASIC TRACKING

  Reviewed NetWorthNinja 99 views 2 comments 2 points Most recent by Ray Cosner September 2025Investments
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  4

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  Expand asset classes-Add Private Credit, Private Real Estate, Crypto, and Real Estate [Edited]

  Reviewed britsoftltd 12 views 0 comments 4 points Started by britsoftltd September 2025 Product Enhancements
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  Quicken incorrect rename push

  Closed rjt21 22 views 1 comment 0 points Most recent by Quicken Alyssa September 2025Download, Add/Update Accounts (Windows)
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  Prompted to enter cash balance for Fidelity accounts daily

  Closed System 43 views 3 comments 0 points Most recent by 12Fairmount+ September 2025Download, Add/Update Accounts (Windows)
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  Security Comparison Mismatch reported incorrectly

  Answered Closed Ross Dillon 72 views 1 comment 0 points Most recent by Jim_Harman September 2025Investing (Windows)
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  Dashboard and Transaction views disagree

  Closed Dadio1953 12 views 1 comment 0 points Most recent by jacobs September 2025Investing (Mac)
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  Adjusting share balance for a fund used in multiple accounts

  Answered Closed Brad Y 194 views 18 comments 0 points Most recent by volvogirl September 2025Registers & Transactions (Windows)
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  Quicken classic windows Vanguard balances incorrect [Edited]

  Closed nickfuhs 53 views 3 comments 0 points Most recent by Quicken Kristina September 2025Download, Add/Update Accounts (Windows)
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  Win10, Quicken R64.25, and Fidelity Bond Downloads

  Answered Closed kurtkessel 66 views 2 comments 0 points Most recent by Steven September 2025Download, Add/Update Accounts (Windows)
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  How can I get Quicken to treat two mutual funds in a brokerage account as cash?

  Closed MarioP 256 views 7 comments 1 point Most recent by MarioP September 2025Registers & Transactions (Windows)
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  Why am I getting real-time quotes and have no way to turn it off?

  Answered Closed JRJR 41 views 4 comments 0 points Most recent by UKR September 2025Errors and Troubleshooting (Windows)
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  5

  Up
  Add REIT's as their own Asset Class

  Reviewed Sammy 26 views 1 comment 5 points Most recent by Sammy September 2025Product Enhancements
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  Getting Simple transactions in Vanguard account

  Closed System 21 views 3 comments 0 points Most recent by EvDob September 2025Download, Add/Update Accounts (Windows)
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  Statement Date and Ending Cash Balance don't persist on investment accounts

  Answered Closed LMillsap1 14 views 1 comment 0 points Most recent by Quicken Anja September 2025Investing (Windows)
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  Live crypto price indexes that work with Quicken Mac?

  Answered Closed dcamp 21 views 2 comments 0 points Most recent by dcamp September 2025Investing (Mac)
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  Can't Download a UBS Financial Services Investment Account

  Closed awong489 38 views 1 comment 0 points Most recent by Quicken Anja September 2025Investing (Windows)