Investments

Discussion List

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  Reauthorizing Fidelity accounts caused a duplicate account and other issues

  Closed System 66 views 6 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Capital Gains report from account register

  Reviewed davidmarketing 65 views 4 comments 1 point Most recent by Jim_Harman October 2025Reports
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  Quicken Incorrectly Showing cash balances in Fidelity and Vanguard Brokerage accounts

  Closed ttttttvt 728 views 8 comments 2 points Most recent by Quicken Kristina October 2025Errors and Troubleshooting (Mac)
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  Grossly Incorrect Account Values When Downloading Fidelity HSA

  Answered Closed clh8712 23 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  What works when the subscription is over?

  Answered Closed MauryJ 162 views 6 comments 0 points Most recent by MauryJ October 2025Investing (Windows)
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  Downloaded transaction errors after Fidelity reauthorize

  Closed John McCoy 88 views 4 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Fidelity connection update reperforms the update and connection on each update

  Closed unknowndomain99 11 views 1 comment 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Mac)
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  Option Prices Not Updating/downloading

  Closed BRETTB 151 views 10 comments 0 points Most recent by BRETTB October 2025Download, Add/Update Accounts (Windows)
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  Fidelity Options - Short Sales and Covered SHorts

  Closed rbridges01 39 views 2 comments 0 points Most recent by Warhawk October 2025Download, Add/Update Accounts (Windows)
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  Merged: Fidelity not handling 401(k) rebalancing transactions properly

  Closed BrittMayo 31 views 0 comments 1 point Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Merged: Fidelity NetBenefit Non-Public Traded Funds Share Price Updates Not Downloading

  Closed Ducati 71 views 0 comments 1 point Most recent by EvDob October 2025Download, Add/Update Accounts (Windows)
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  Fidelity EWC+ does not seem to add accounts that have linked cash accounts

  Closed leishirsute 56 views 3 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  For Fidelity Cash Management Account, market value is out of sync with the running balance

  Answered Closed jkyle 160 views 7 comments 1 point Most recent by Quicken Kristina October 2025Errors and Troubleshooting (Mac)
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  New Fidelity Connection - Incorrect # of Shares/Missing Investment Accounts [Mac]

  Answered Closed AFN 4K views 140 comments 1 point Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Mac)
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  New Fidelity Connection - Incorrect # of Shares/Missing Investment Accounts [WIN]

  Closed Marilyn Heidenfelder 5.8K views 120 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  What’s Going On Between Fidelity and Quicken?

  Closed Desiree 34K views 587 comments 4 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Unable to Import Old 401k Transactions from Principal or other Investment Accounts

  Closed whab 34 views 1 comment 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Mac)
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  Fidelity download failing

  Answered Closed dave.1234 47 views 2 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Mac)
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  Call Dates for CDs and bonds

  Reviewed DStar 23 views 2 comments 5 points Most recent by dickm2275 October 2025Investments
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  Fidelity Cash Management Account

  Closed LedgerLynx 430 views 6 comments 0 points Most recent by leishirsute October 2025Registers & Transactions (Mac)
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  No Value Investments

  Answered ✓ Closed Adience 55 views 3 comments 0 points Most recent by Adience October 2025Investing (Windows)
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  Fidelity Reauthorization Loop

  Closed System 248 views 9 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  Citi investment not working again

  Closed DesiArnez 33 views 2 comments 0 points Most recent by Quicken Alyssa October 2025Errors and Troubleshooting (Windows)
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  One Step Update Not Updating Investment Accounts

  Closed Dan13 102 views 3 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  Merrill Connection

  Closed dabel524 43 views 5 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Mac)
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  Fidelity download migration

  Answered Closed Wes Wolfertz 104 views 4 comments 0 points Most recent by unknown October 2025Errors and Troubleshooting (Mac)
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  Vanguard Cash Plus Quicken Classic Mac Does not Work

  Closed JMusername 38 views 2 comments 1 point Most recent by unknown October 2025Download, Add/Update Accounts (Mac)
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  Print Portfolio X-Ray

  Planned System 1.3K views 33 comments 2 points Most recent by unknown October 2025Investments
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  Fidelity NetBenefits 401(k) is still downloading incorrect transactions

  Closed cyberphile 89 views 3 comments 0 points Most recent by Quicken Kristina October 2025Registers & Transactions (Windows)
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  Fidelity Transaction History Lost

  Answered Closed dougsankey 75 views 5 comments 0 points Most recent by Quicken Kristina October 2025Registers & Transactions (Mac)