Investments

Discussion List

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  Investment Account Transfer of Assets

  Answered ✓ Closed OldSwimmer1650 92 views 8 comments 0 points Most recent by Jim_Harman September 2025Investing (Windows)
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  Vanguard Cash Plus Quicken Classic Mac Does not Work

  Closed JMusername 31 views 2 comments 0 points Most recent by unknown September 2025Download, Add/Update Accounts (Mac)
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  Fidelity CC-901/Reauthorization Loop

  Closed System 411 views 21 comments 0 points Most recent by Movie Nut September 2025Download, Add/Update Accounts (Windows)
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  Principal Financial Services 401(k) duplicate cash and investment balance

  Closed Delaney 91 views 7 comments 1 point Most recent by Quicken Kristina September 2025Download, Add/Update Accounts (Mac)
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  Long-Standing Schwab Money Market Fund Issues

  Closed System 41 views 4 comments 0 points Most recent by Quicken Alyssa September 2025Download, Add/Update Accounts (Mac)
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  Fidelity & RobinHood Suddenly Not Downloading Correctly

  Answered Closed kyoung221 51 views 3 comments 0 points Most recent by kyoung221 September 2025Investing (Mac)
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  Investment Chart Displays Sawtooth Pattern

  Answered Closed PhilP` 11 views 1 comment 0 points Most recent by Chris_QPW September 2025Investing (Mac)
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  Placeholder

  Answered Closed aLfGordon 61 views 3 comments 0 points Most recent by Quicken Kristina September 2025Investing (Windows)
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  Ascensus - RP Link connectivity problem (QWin)

  Closed System 12 views 4 comments 0 points Most recent by DSK55 September 2025Download, Add/Update Accounts (Windows)
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  Corrupted after update ? I guess

  Closed Perry Smith 111 views 4 comments 0 points Most recent by Perry Smith September 2025Installing and Updating (Mac)
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  Pricing updates for several stocks listed on TSX stopped working August 13 2025

  Closed Muskoka_guy 31 views 2 comments 0 points Most recent by Arctic Hare September 2025All Things Canadian (Windows)
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  Please clarify exactly what changed with R64.30

  Closed Chris_QPW 401 views 12 comments 2 points Most recent by Geobrick September 2025Download, Add/Update Accounts (Windows)
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  Fidelity converting to Quicken Connect - errors with fund mergers and money market accounts

  Closed qudtp 101 views 2 comments 0 points Most recent by qudtp September 2025Registers & Transactions (Mac)
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  Fidelity Sales showing as Withdrawls on Quicken Classic Windows (R64.30)

  Closed J. Snyder 61 views 2 comments 1 point Most recent by Quicken Kristina September 2025Download, Add/Update Accounts (Windows)
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  Fidelity reauthorization doesn't list correct "Link to Existing Account"

  Answered Closed BarbGB 71 views 4 comments 0 points Most recent by BarbGB September 2025Download, Add/Update Accounts (Windows)
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  Fidelity – Cash Representation

  Closed mvwabc 61 views 3 comments 0 points Most recent by Quicken Alyssa September 2025Download, Add/Update Accounts (Windows)
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  Fidelity - Some security quantities incorrect (QWin)

  Closed System 2 views 2 comments 0 points Most recent by Quicken Kristina September 2025Download, Add/Update Accounts (Windows)
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  ONGOING 9/29/25 Fidelity Investments - 401(k) Unidentified Security during cutover

  Quicken Anja 1.6K views 2 comments 0 points Most recent by Quicken Kristina September 2025Alerts, Online Banking & Known Product Issues
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  User generated asset classes

  Reviewed lfields333 21 views 3 comments 11 points Most recent by Quicken Kristina September 2025Product Enhancements
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  My Fidelity connection date did not work correctly

  Answered Closed nuttika 122 views 11 comments 0 points Most recent by nuttika September 2025Errors and Troubleshooting (Windows)
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  Updated to 8.3.2, can't connect to Fidelity, seeing duplicate accounts and incorrect balances

  Closed System 41 views 2 comments 0 points Most recent by Quicken Alyssa September 2025Investing (Mac)
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  Duplicate transactions from Fidelity (QMac)

  Closed System 112 views 9 comments 0 points Most recent by Quicken Kristina September 2025Download, Add/Update Accounts (Mac)
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  Recording changes in the cost of investments

  Answered Closed richt1 21 views 2 comments 0 points Most recent by bmciance September 2025Investing (Windows)
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  Vanguard cash plus

  Closed ButchDeal 93 views 2 comments 1 point Most recent by quidster September 2025Download, Add/Update Accounts (Mac)
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  Phantom Brokerage Account Entry

  Closed Baldlegal 11 views 1 comment 0 points Most recent by Quicken Kristina September 2025Investing (Mac)
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  Wrong/Missing Account Type For Newly Added Fidelity 401k Account

  Closed cyberphile 122 views 4 comments 0 points Most recent by EvDob September 2025Errors and Troubleshooting (Windows)
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  How do I enter employer 401k contribution if it's done annually?

  Answered Closed vgburke85 82 views 7 comments 0 points Most recent by Tom Young September 2025Registers & Transactions (Windows)
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  Quicken R64.25 is not getting correct Cash Balance for Fidelity accounts w/ EWC+

  Closed leishirsute 991 views 32 comments 1 point Most recent by Quicken Kristina September 2025Download, Add/Update Accounts (Windows)
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  Investment ledger error

  Answered Closed rayrozema 31 views 2 comments 0 points Most recent by Quicken Kristina September 2025Errors and Troubleshooting (Windows)
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  Quicken Disaster Today - Fidelity Account Mismatches

  Closed GlennK 31 views 1 comment 0 points Most recent by Quicken Kristina September 2025Errors and Troubleshooting (Windows)