Investments

Discussion List

• 
  Fidelity Investments no longer downloading transaction data

  Answered Closed Nick_Quick 1.3K views 53 comments 2 points Most recent by Nick_Quick December 2025Investing (Mac)
• 
  All Account Transactions Changed to MiscExp after Enter One New Transaction

  Closed SeaStar 61 views 5 comments 1 point Most recent by Quicken Kristina December 2025Budgeting and Planning Tools (Windows)
• 
  Fidelity Investments - linked checking account not updating [Edited]

  Answered Closed A good dane 62 views 1 comment 0 points Most recent by recursor1 December 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity Transactions not downloading to Quicken Classic on Windows

  Closed will66pu 1.8K views 41 comments 1 point Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity NetBenefits totals are off

  Closed aardvarker 411 views 24 comments 1 point Most recent by Quicken Kristina December 2025Errors and Troubleshooting (Mac)
• 
  Investment account not syncing with desktop

  Closed ralphf 21 views 3 comments 0 points Most recent by Quicken Anja December 2025Errors and Troubleshooting (Mobile)
• 
  Financial Account Display Has Changed

  Closed Michael Winnick 51 views 3 comments 0 points Most recent by Rocket J Squirrel December 2025Investing (Windows)
• 
  This transaction was created from a split transaction

  Closed scottmonte 21 views 1 comment 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
• 
  Quicken keeps needing to confirm if one Fidelity holding is new or existing

  Closed System 22 views 2 comments 0 points Most recent by Quicken Kristina December 2025Errors and Troubleshooting (Windows)
• 
  Unable to download transactions from Edward Jones for the last 3 days starting 10/14/2025

  Closed Phardy 81 views 6 comments 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
• 
  Editing an existing core account transaction doesn't work properly

  Closed System 1 view 1 comment 0 points Most recent by elorimer December 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity cash management account

  Answered Closed JoshFla 161 views 7 comments 0 points Most recent by utexex79@ November 2025Download, Add/Update Accounts (Windows)
• 
  LPL now updating one mutual fund.

  Closed tolich 11 views 3 comments 0 points Most recent by Quicken Alyssa November 2025Errors and Troubleshooting (Windows)
• 
  Fidelity Trust account not updating [Edited]

  Answered Closed stevenhyman1781 21 views 3 comments 0 points Most recent by Quicken Anja November 2025Download, Add/Update Accounts (Windows)
• 
  Multiple Fidelity Netbenefits problems [Edited]

  Closed loukas 172 views 4 comments 2 points Most recent by loukas November 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity EWC+ reinvested month end dividends handled wrong

  Answered Closed leishirsute 962 views 44 comments 0 points Most recent by proflaw November 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity Brokered CD Price Quote Downloads Rounding

  Closed emhamiltn 201 views 14 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
• 
  1

  Up
  Add "Yield" for column view in Portfolios

  Reviewed Gilles9 11 views 0 comments 1 point Most recent by Gilles9 November 2025Investments
• 
  How do I import Investment data without affecting the cash balance [Edited]

  Answered ✓ Closed Strike 93 views 6 comments 0 points Most recent by Strike November 2025Registers & Transactions (Windows)
• 
  Merrill Lynch changed connection types? How can I fix account?

  Answered ✓ Closed Nikster 681 views 4 comments 0 points Most recent by Nikster November 2025Download, Add/Update Accounts (Windows)
• 
  Number of shares way off

  Closed mauldin006 31 views 3 comments 0 points Most recent by Quicken Alyssa November 2025Errors and Troubleshooting (Mac)
• 
  Unable to log into Fidelity Netbenefits after Migration

  Answered Closed KeithK23 361 views 11 comments 0 points Most recent by Boatnmaniac November 2025Errors and Troubleshooting (Windows)
• 
  1

  Up
  Add split to Sell Bonds for better T-bill handling

  Reviewed mauldin006 1 view 0 comments 1 point Most recent by mauldin006 November 2025Investments
• 
  Change Security name on all transactions, missing stock splits

  Answered Closed DoctorBrown 31 views 2 comments 0 points Most recent by DoctorBrown November 2025Investing (Windows)
• 
  Fidelity Investments not Updating after all the "Fixes"

  Closed nullsetzero 392 views 11 comments 0 points Most recent by Quicken Kristina November 2025Investing (Windows)
• 
  Download issue with Fidelity -

  Answered Closed skier1226 81 views 6 comments 0 points Most recent by Quicken Anja November 2025Download, Add/Update Accounts (Windows)
• 
  How can I best track a venture capital investment in Quicken?

  Answered Closed dlbfsa 21 views 1 comment 0 points Most recent by q_lurker November 2025Investing (Windows)
• 
  Options prices after OSU

  Closed bbuckley 11 views 3 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity DC to EWC+ transition - what's the latest?

  Answered Closed egoldwater 492 views 12 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)