Investments

Discussion List

• 
  Issues Downloading Fidelity

  Closed System 451 views 22 comments 0 points Most recent by Quicken Alyssa March 23Download, Add/Update Accounts (Windows)
• 
  Schwab trouble with expired options and short stock sales.

  Closed DRHayes 102 views 6 comments 0 points Most recent by Quicken Laura March 22Download, Add/Update Accounts (Windows)
• 
  Cannot reconcile Fidelity Cash Mgt Acct - Balance mismatch

  Answered ✓ Closed Pacific_Shark_Chum 193 views 7 comments 0 points Most recent by Quicken Laura March 22Errors and Troubleshooting (Mac)
• 
  Resolve Share Mismatch of newly named Securities in new 401k Company

  Closed SeaStar 142 views 6 comments 0 points Most recent by q_lurker March 22Investing (Windows)
• 
  Fidelity status

  Closed dkirin 94 views 4 comments 0 points Most recent by Quicken Alyssa March 22Download, Add/Update Accounts (Windows)
• 
  Quicken Stopped Connecting with RBC Wealth Management [Edited]

  Answered Closed MBurtschi 89 views 4 comments 0 points Most recent by Quicken Anja March 21Errors and Troubleshooting (Windows)
• 
  Vanguard transactions not downloading

  Closed System 298 views 13 comments 0 points Most recent by Quicken Kristina March 20Download, Add/Update Accounts (Windows)
• 
  Force Same colors for same asset classes across multiple investment charts

  Closed parulsaxena999 34 views 2 comments 0 points Most recent by Quicken Anja March 20Investing (Windows)
• 
  Unable to add Micron Technology holding in Quicken, error says its already in watchlist

  Closed System 54 views 5 comments 0 points Most recent by Quicken Anja March 20Investing (Windows)
• 
  One of my Charles Schwab investment accounts has stopped updating. Now I get an error message.

  Answered Closed Daffy Duck 214 views 5 comments 0 points Most recent by Quicken Carlos March 20Errors and Troubleshooting (Mac)
• 
  Wells Fargo Securities Users

  Closed bbumbarger 53 views 4 comments 0 points Most recent by bbumbarger March 20Download, Add/Update Accounts (Windows)
• 
  Vanguard Download CHANGE?

  Closed Nick S. in Denver 113 views 5 comments 0 points Most recent by Quicken Kristina March 17Registers & Transactions (Windows)
• 
  Downloads for Fidelity Cash Management include Core Position transactions

  Closed compusol 95 views 4 comments 0 points Most recent by Quicken Kristina March 17Download, Add/Update Accounts (Mac)
• 
  Quicken will not link accounts with Schwab

  Closed Herkdrvr 182 views 9 comments 0 points Most recent by Quicken Kristina March 14Download, Add/Update Accounts (Windows)
• 
  How to add deposit in brokerage account

  Answered Closed wdperkins 78 views 5 comments 0 points Most recent by Quicken Kristina March 13Registers & Transactions (Mac)
• 
  Unable to link Fidelity account, shows "Don't add to Quicken"

  System 108 views 7 comments 0 points Most recent by Quicken Kristina March 13Download, Add/Update Accounts (Windows)
• 
  Correcting Price History

  Closed slewkowicz 106 views 4 comments 0 points Most recent by Quicken Anja March 13Investing (Windows)
• 
  Fidelity Brokerage Accounts Not Updating Since March 2- CC-601

  Closed cliffordsweet 61 views 3 comments 0 points Most recent by Quicken Alyssa March 12Download, Add/Update Accounts (Windows)
• 
  account security price import from a CSV file stopped working

  Answered Closed AlanCF 82 views 4 comments 0 points Most recent by Quicken Anja March 12Errors and Troubleshooting (Mac)
• 
  Cash transactions not available in IRA accounts (Single Mutual Fund = NO)

  Answered Closed jhg 62 views 1 comment 0 points Most recent by Tom Young March 12Investing (Windows)
• 
  Recording shares in a new investment

  Closed QuickPeter 75 views 4 comments 0 points Most recent by QuickPeter March 12Investing (Mac)
• 
  US Bank - US Bankcord Advisors issue

  Closed AllanM 367 views 16 comments 0 points Most recent by AllanM March 11Download, Add/Update Accounts (Windows)
• 
  Ability to transfer cross- or multi-listed stocks directly between accounts

  Closed tmuirhead 33 views 1 comment 1 point Most recent by Chris_QPW March 10Investing (Windows)
• 
  Fidelity HSA - No Downloaded Transactions

  Closed System 31 views 2 comments 0 points Most recent by Quicken Laura March 10Errors and Troubleshooting (Windows)
• 
  Merrill Lynch - Investment Account incorrect cash balance

  Closed gabes 123 views 6 comments 0 points Most recent by Quicken Laura March 10Errors and Troubleshooting (Mac)
• 
  Fidelity download issues 3-3-26

  Closed berryjt 528 views 16 comments 1 point Most recent by TiH March 10Investing (Windows)
• 
  Error connecting when setting up Fidelity accounts

  Closed lgt 84 views 1 comment 0 points Most recent by Quicken Kristina March 9Registers & Transactions (Mac)
• 
  Need help changing to one-step update for Merrill Lynch bank accounts

  Closed Bill Gulledge 178 views 10 comments 0 points Most recent by Quicken Kristina March 9Download, Add/Update Accounts (Windows)
• 
  Unable to enter investment transaction / Quicken version R66-26

  Answered Closed Ram 31 views 1 comment 0 points Most recent by Quicken Laura March 9Using Quicken on the Web
• 
  Certificate of Deposit Maturity

  Closed Retired Banker 42 views 2 comments 1 point Most recent by Retired Banker March 9Investing (Windows)