Investments

Fidelity updates still not working, after deactivate/set-up

Closed Scott Wieder 72 views 3 comments 0 points Most recent by Quicken Kristina October 2025Errors and Troubleshooting (Windows)

NetxInvestor / Pershing Automatic Account Update

Answered Closed JP McClernon 94 views 3 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)

Unable to Connect to Fidelity NetBenefits

Closed System 143 views 9 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)

FDRXX Now Shows as Security AND Cash

Answered Closed protean 203 views 2 comments 0 points Most recent by dc_350 October 2025Errors and Troubleshooting (Mac)

Fidelity connection migration issue

Closed StephenCO 142 views 6 comments 0 points Most recent by Jon October 2025Investing (Mac)

Fidelity Transactions Still Not Being Dowloaded

Closed pistolpete 63 views 3 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)

Bug: Investment transactions not reflecting in portfolio

Closed Scott Rose 233 views 8 comments 0 points Most recent by Scott Rose October 2025Errors and Troubleshooting (Mac)

Symbol Sort is Wrong (Q Mac)

Closed Brad L Vandermoon 61 views 3 comments 0 points Most recent by Quicken Alyssa October 2025Errors and Troubleshooting (Mac)

Fidelity IRA Cash Balance Mismatch in Quicken – Mac

Closed System 91 views 7 comments 0 points Most recent by Quicken Anja October 2025Download, Add/Update Accounts (Mac)

2

Feature Request: Real-Time & Extended-Hours Quotes in Quicken Mac Classic

Reviewed trannolis 36 views 1 comment 2 points Most recent by MauryJ October 2025Investments

6

Please support real time quotes in Quicken Classic for Mac

Reviewed mikel51 35 views 1 comment 6 points Most recent by MauryJ October 2025Investments

Investing securities view Quote/Price shows 'Last Updated' date 2 days old, quotes stale

Answered Closed Mike650101 104 views 3 comments 0 points Most recent by Mike650101 October 2025Investing (Windows)

8

Ability to track Crypto assets through Quicken for Mac [Edited]

Reviewed Takrbacker 175 views 10 comments 8 points Most recent by jacobs October 2025Investments

Fidelity EWC+ 401(k) incorrect transaction--Bought should have been Xout

Closed EvDob 52 views 3 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)

Merrill Lynch pending transactions flagging out holdings

Closed neiltramel 73 views 4 comments 0 points Most recent by Chris_QPW October 2025Download, Add/Update Accounts (Windows)

Merrill Lynch CC-501

Closed System 31 views 4 comments 0 points Most recent by Quicken Kristina October 2025Errors and Troubleshooting (Windows)

Transactions downloaded from Merrill Lynch not mapped correctly

Closed System 1.9K views 74 comments 0 points Most recent by MELCO October 2025Download, Add/Update Accounts (Windows)

Tracking Investments in Partnerships

Closed bkinva 63 views 2 comments 0 points Most recent by GT Stony October 2025Investing (Windows)

Fidelity Duplicate securities/transactions (QMac)

Closed System 91 views 7 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Mac)

Fidelity accounts won't update at all after conversion

Closed jon181 475 views 5 comments 0 points Most recent by Quicken Kristina October 2025Investing (Mac)

Fidelity accounts won't update at all after conversion (QWin)

Closed System 31 views 3 comments 0 points Most recent by Quicken Kristina October 2025Investing (Windows)

2

Multi-edit window for rapid 401k share/price updates

Reviewed RPSMG 25 views 0 comments 2 points Most recent by RPSMG October 2025Investments

Fidelity CC-506 error

Closed System 110 views 8 comments 0 points Most recent by Quicken Kristina October 2025Errors and Troubleshooting (Windows)

Fidelity Reauthorization Fails on One Account of Many

Answered ✓ Closed Scout_998 71 views 4 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)

Fidelity EWC+ Brokered CD Security Issue

Closed Boatnmaniac 41 views 1 comment 1 point Most recent by Quicken Kristina October 2025Investing (Windows)

4

Crypto Securities Not Listed in Price History Update Function, So Prices Not Updating

Quicknator 234 views 7 comments 4 points Most recent by emhamiltn October 2025Investments

Fidelity accounts not updating

Closed brockmari 1.4K views 15 comments 1 point Most recent by bsprinzmetal October 2025Download, Add/Update Accounts (Windows)

Fidelity dividends and fees not downloading correctly

Closed System 73 views 5 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)

FDLXX sales not downloading from Fidelity brokerage

Closed hurwi 44 views 6 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Mac)

Investments

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