Investments

Discussion List

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  Placeholder transactions being added

  Closed Perry Smith 171 views 14 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Mac)
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  Brokerage account missing transaction on web and mobile apps

  Reviewed MichaelDMcClure 11 views 1 comment 2 points Most recent by Chris_QPW November 2025Ideas for Mobile
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  Fidelity Brokerage Account Transaction Categorization

  Closed apodsim 21 views 1 comment 0 points Most recent by Quicken Kristina November 2025Investing (Windows)
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  How is investment return calculated?

  Answered Closed sneff30 91 views 7 comments 0 points Most recent by Chris_QPW November 2025Investing (Mac)
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  Cannot get cash balance to reconcile/show accurately (Fidelity)

  Closed Charles Farnell 91 views 5 comments 0 points Most recent by Quicken Alyssa November 2025Registers & Transactions (Windows)
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  Fidelity not updating

  Closed sycamore1234 183 views 10 comments 0 points Most recent by Quicken Alyssa November 2025Errors and Troubleshooting (Mac)
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  fidelity investments accounts still showing shares held instead of cash

  Answered Closed rayseidlinger 136 views 11 comments 0 points Most recent by Quicken Kristina November 2025Registers & Transactions (Windows)
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  Current Fidelity Instructions

  Answered Closed Bob@45 341 views 9 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  zzz-fidelity account appeared after migration [Edited]

  Closed aboxbaum 92 views 3 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  Fidelity Investments

  Closed Sparky8652 31 views 3 comments 0 points Most recent by Quicken Anja November 2025Download, Add/Update Accounts (Mac)
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  Fidelity non-qualified plan fund sales downloaded as withdrawals and missing info

  Closed System 13 views 2 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  Fidelity NetBenefits transaction posted to Janus account

  Closed System 11 views 2 comments 0 points Most recent by Quicken Kristina November 2025Errors and Troubleshooting (Windows)
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  Fidelity Accounts have to reconnect with each new Quicken Mac session

  Closed 1954 11 views 1 comment 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Mac)
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  Quicken mischaracterizing Fidelity NetBenefits 401(k) loan repayments

  Closed Jimal 11 views 1 comment 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Mac)
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  Autoreconcile works until it doesn't (Q Mac)

  Closed dan.greenberg.ct 152 views 11 comments 0 points Most recent by Quicken Kristina November 2025Errors and Troubleshooting (Mac)
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  Schwab cc-800

  Closed jtawil777 129 views 12 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  Wells Fargo Advisors won't download transations

  Closed mhsherman461 270 views 12 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  Quicken/Fidelity Link wants to link existing Brokerage accounts as checking through online set up

  Closed Dennis Nelson 256 views 8 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  Fidelity transactions not downloading (QWin)

  Closed System 344 views 15 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  Merrill Lynch Investments does not update – NO ERROR CODE

  Closed mvwabc 103 views 3 comments 0 points Most recent by Quicken Kristina November 2025Errors and Troubleshooting (Windows)
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  New Stock Purchase Does Not Allow Funding Account (Q Mac)

  Closed bill.fry 12 views 2 comments 0 points Most recent by Jon November 2025Investing (Mac)
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  Merrill Lynch Reinvestments

  Closed GTmem 281 views 23 comments 0 points Most recent by SomebodyInGNV November 2025Download, Add/Update Accounts (Windows)
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  Fidelity updates create new securities

  Answered Closed andy 31 views 3 comments 0 points Most recent by John_in_NC November 2025Download, Add/Update Accounts (Mac)
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  Fidelity Error CC-501 now Error CC-506

  Closed tellis32 113 views 3 comments 0 points Most recent by Quicken Alyssa November 2025Download, Add/Update Accounts (Windows)
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  Fidelity NetBenefits not downloading Complete - Positions and Transactions.

  Closed Ducati 53 views 1 comment 0 points Most recent by Quicken Alyssa November 2025Download, Add/Update Accounts (Windows)
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  Quicken - A Fidelty Download Problem -- Mac

  Closed gwpotter 56 views 3 comments 0 points Most recent by gwpotter November 2025Registers & Transactions (Mac)
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  Getting Old Duplicate Transactions with Fidelity

  Closed BarryMo 11 views 1 comment 0 points Most recent by Quicken Alyssa November 2025Download, Add/Update Accounts (Windows)
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  Charles Schwab not downloading?

  Answered Closed VOODIA 329 views 5 comments 2 points Most recent by Quicken Alyssa November 2025Download, Add/Update Accounts (Windows)
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  New Fidelity Connection Method - Service Unavailable message [Edited]

  Answered Closed CharlieG 1K views 40 comments 2 points Most recent by smess November 2025Download, Add/Update Accounts (Windows)
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  Fidelity new connection issue (Fidelity NetBenefits now gone)

  Closed Rick2022 882 views 20 comments 1 point Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Mac)