Investments

Discussion List

• 
  Other investment account shows as 'account not synced' on Quicken Mobile

  Answered Closed Jill2026 90 views 5 comments 0 points Most recent by Quicken Kristina April 21Errors and Troubleshooting (Mac)
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  Adjusting share balance without affecting ACB?

  Answered Closed Microfiche 321 views 9 comments 0 points Most recent by Microfiche April 21All Things Canadian (Windows)
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  One of 6 Fidelity accounts unable to update

  Answered Closed joblingm 162 views 3 comments 0 points Most recent by joblingm April 20Errors and Troubleshooting (Windows)
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  Fidelity Money Market account and cash balance problems

  Closed Bobalaska 85 views 1 comment 0 points Most recent by Quicken Laura April 20Errors and Troubleshooting (Mac)
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  "An unexpected error occurred, please try again later" error with TIAA

  Closed System 203 views 9 comments 0 points Most recent by Quicken Kristina April 19Download, Add/Update Accounts (Mac)
• 
  Schwab CC-501 error [Edited]

  Answered Closed Tman 107 views 4 comments 0 points Most recent by Quicken Kristina April 19Download, Add/Update Accounts (Windows)
• 
  Vanguard transaction download message "an Error has occurred"

  Closed Marvin2020 68 views 3 comments 0 points Most recent by Quicken Laura April 19Download, Add/Update Accounts (Windows)
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  Quicken add Fidelity acct stuck on "bank hosted sign-in page"

  Closed vlee194546 513 views 19 comments 0 points Most recent by vlee194546 April 18Download, Add/Update Accounts (Windows)
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  Does anyone else have problems downloading transactions and portfolio values from Schwab?

  Closed MishawakaKirk 443 views 12 comments 0 points Most recent by Quicken Kristina April 17Investing (Windows)
• 
  As I try to continue reconciling Q Classic Cda to Excel

  Answered Closed Tealeaf3 253 views 7 comments 0 points Most recent by Quicken Kristina April 17All Things Canadian (Windows)
• 
  Merrill Lynch Holdings

  Answered Closed LordXerxes 187 views 6 comments 0 points Most recent by Quicken Kristina April 17Download, Add/Update Accounts (Windows)
• 
  Periodically, downloading from Schwab and bank accounts stops working [Edited]

  Answered Closed rama23 97 views 5 comments 0 points Most recent by Quicken Kristina April 17Download, Add/Update Accounts (Windows)
• 
  Fidelity Investments has made changes to the way it shares money market/cash transactional informati

  Closed FEC 520 views 20 comments 0 points Most recent by Quicken Kristina April 17Investing (Windows)
• 
  Added a Fidelity investment account

  Answered Closed arauseo 83 views 4 comments 0 points Most recent by Quicken Kristina April 17Download, Add/Update Accounts (Windows)
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  Fidelity investments double downloading transactions

  Closed System 103 views 5 comments 0 points Most recent by Quicken Kristina April 17Download, Add/Update Accounts (Windows)
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  Fidelity authorization prompt results in a duplicate account [Edited]

  Closed RyanJeff 90 views 4 comments 0 points Most recent by Quicken Kristina April 17Download, Add/Update Accounts (Windows)
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  How do I fix a single Schwab Account that will sync with Quicken Classic Deluxe for Mac only once?

  Answered Closed Micro151 70 views 4 comments 0 points Most recent by Quicken Kristina April 17Errors and Troubleshooting (Mac)
• 
  Mac Quicken/Fidelity Investments Interface

  Closed Sparky8652 163 views 4 comments 1 point Most recent by Quicken Kristina April 17Errors and Troubleshooting (Mac)
• 
  Holdings that have been sold still reflect in portfolio

  Closed System 91 views 5 comments 0 points Most recent by Quicken Kristina April 17Errors and Troubleshooting (Mac)
• 
  Transfers to investment accounts

  Answered Closed fallen0047 47 views 1 comment 0 points Most recent by Quicken Carlos April 17Using Quicken on the Web
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  Securities are not reflecting accurate cost information when sold.

  Answered Closed pianolady 129 views 5 comments 0 points Most recent by Quicken Anja April 17Investing (Mac)
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  Fidelity Downloaded Transactions Not Matching

  Closed micdif 1.1K views 41 comments 0 points Most recent by Quicken Alyssa April 15Errors and Troubleshooting (Windows)
• 
  How to properly record 401(k) contributions from paycheck while using a connected investment account

  Answered ✓ Closed sneff30 379 views 5 comments 0 points Most recent by John_in_NC April 14Investing (Mac)
• 
  Error in categorizing option writing transactions in Fidelity Accounts

  Closed HarryM 83 views 6 comments 0 points Most recent by Quicken Kristina April 14Errors and Troubleshooting (Windows)
• 
  Pro-tip: If Quicken is acting weird with a new E*TRADE transfer, just give it a few days

  Closed auga 39 views 1 comment 0 points Most recent by Quicken Kristina April 13Download, Add/Update Accounts (Windows)
• 
  My Comcast Stock account no longer allows MiscIncX

  Answered Closed Courtenay 61 views 3 comments 0 points Most recent by Quicken Carlos April 13Registers & Transactions (Windows)
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  selecting reconcile from holdings in investment account fails - navigation canceled

  Closed jswafa 168 views 7 comments 0 points Most recent by jswafa April 13Errors and Troubleshooting (Windows)
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  New JP Morgan Investment accounts are not being added

  Answered Closed LJDM 62 views 4 comments 0 points Most recent by Quicken Alyssa April 12Download, Add/Update Accounts (Mac)