Investments

Discussion List

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  Merrill Lynch CC-501

  Closed System 34 views 4 comments 0 points Most recent by Quicken Kristina October 2025Errors and Troubleshooting (Windows)
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  Transactions downloaded from Merrill Lynch not mapped correctly

  Closed System 1.8K views 74 comments 0 points Most recent by MELCO October 2025Download, Add/Update Accounts (Windows)
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  Tracking Investments in Partnerships

  Closed bkinva 67 views 2 comments 0 points Most recent by GT Stony October 2025Investing (Windows)
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  Fidelity Duplicate securities/transactions (QMac)

  Closed System 94 views 7 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Mac)
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  Fidelity accounts won't update at all after conversion

  Closed jon181 469 views 5 comments 0 points Most recent by Quicken Kristina October 2025Investing (Mac)
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  Fidelity accounts won't update at all after conversion (QWin)

  Closed System 34 views 3 comments 0 points Most recent by Quicken Kristina October 2025Investing (Windows)
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  Multi-edit window for rapid 401k share/price updates

  Reviewed RPSMG 25 views 0 comments 2 points Most recent by RPSMG October 2025Investments
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  Fidelity CC-506 error

  Closed System 107 views 8 comments 0 points Most recent by Quicken Kristina October 2025Errors and Troubleshooting (Windows)
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  Fidelity Reauthorization Fails on One Account of Many

  Answered ✓ Closed Scout_998 75 views 4 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Fidelity EWC+ Brokered CD Security Issue

  Closed Boatnmaniac 41 views 1 comment 1 point Most recent by Quicken Kristina October 2025Investing (Windows)
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  Crypto Securities Not Listed in Price History Update Function, So Prices Not Updating

  Quicknator 226 views 7 comments 4 points Most recent by emhamiltn October 2025Investments
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  Fidelity accounts not updating

  Closed brockmari 1.4K views 15 comments 1 point Most recent by bsprinzmetal October 2025Download, Add/Update Accounts (Windows)
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  Fidelity dividends and fees not downloading correctly

  Closed System 74 views 5 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  FDLXX sales not downloading from Fidelity brokerage

  Closed hurwi 47 views 6 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Mac)
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  Fidelity Downloads - security mismatches

  Answered Closed H0YT22 46 views 3 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Merged: Fidelity CDs showing 2 places instead of 3

  Closed System 1 view 0 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Compare to Portfolio

  Reviewed danawins 13 views 0 comments 2 points Most recent by danawins October 2025Investments
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  Schwab......again

  Closed egldvrbags 566 views 10 comments 0 points Most recent by Eric Perrone October 2025Download, Add/Update Accounts (Windows)
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  Fidelity EWC+ Migration and Fully Paid Lending

  Closed GermanBlueRam 54 views 3 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Recording Covered Calls in Quicken Mac

  Answered ✓ Closed ChocolateLabMan 45 views 4 comments 0 points Most recent by Quicken Kristina October 2025Investing (Mac)
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  No option for cash representation and Chase accounts won't reconnect

  Closed System 13 views 2 comments 0 points Most recent by Quicken Kristina October 2025Errors and Troubleshooting (Windows)
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  Fidelity web-connect

  Closed rkr833 45 views 2 comments 0 points Most recent by NotACPA October 2025Errors and Troubleshooting (Windows)
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  Investment registers only show cash balance transaction instead of all transactions.

  Closed kurtkramer 36 views 1 comment 0 points Most recent by Quicken Kristina October 2025Registers & Transactions (Windows)
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  0 shares downloaded from Fidelity for 401k

  Closed hurwi 14 views 1 comment 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Mac)
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  Fidelity money market account after quicken classic premier connect update

  Closed dac987 25 views 1 comment 0 points Most recent by Quicken Kristina October 2025Investing (Windows)
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  Hamilton ETF Quote not updating (symbol QDAY and SDAY) in Quicken

  Closed mkwong82 14 views 1 comment 0 points Most recent by Quicken Kristina October 2025Investing (Windows)
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  Lifetime Planner discrepancy with investment accounts

  Answered Closed IzzyPWD 32 views 1 comment 0 points Most recent by Quicken Kristina October 2025Questions about using the Community?
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  Meta vs FB pricing

  Closed edmondoffermann 50 views 1 comment 0 points Most recent by Quicken Anja October 2025Download, Add/Update Accounts (Mac)
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  FFUIX Security Price is not Updating and shows as 0.00

  Closed John McCurdy 35 views 4 comments 0 points Most recent by Quicken Anja October 2025Download, Add/Update Accounts (Windows)