Investments

Discussion List

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  Investment >Account Overview Holdings Cash Balance Does not Equal Linked Cash Balance

  Closed BRETTB 316 views 11 comments 0 points Most recent by Quicken Kristina October 2025Investing (Windows)
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  Cannot Add Back One of My Fidelty IRA's to Quicken after Transition

  Answered ✓ Closed Bione 52 views 3 comments 0 points Most recent by Quicken Kristina October 2025Investing (Windows)
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  Merged: Continuing issues with Fidelity

  Closed Tammy Van Buren 101 views 0 comments 0 points Most recent by Lew October 2025Errors and Troubleshooting (Windows)
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  I have 4 Vanguard brokerage accounts. Need help. One does not work w/one step update

  Answered Closed Chuck M 65 views 3 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  Fidelity download gives "Unidentified Security" on new downloads

  Closed Ben12 94 views 2 comments 0 points Most recent by Quicken Anja October 2025Download, Add/Update Accounts (Windows)
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  Fixed income prices not updating (schwab/Fidelity)

  Closed ghstudio 44 views 2 comments 0 points Most recent by ghstudio October 2025Errors and Troubleshooting (Windows)
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  Fidelity Investments Overstated

  Closed Velvil 32 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Investing (Mac)
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  More Merrill Edge problems since the change to EWC+

  Closed gulf83 57 views 3 comments 0 points Most recent by rakeshg October 2025Download, Add/Update Accounts (Windows)
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  Fidelity Investment Account cash/money market

  Closed proflaw 165 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  Money Market Mutual Fund not showing in Cash account linked to Merrill Lynch Investment Account

  Answered Closed sjmsing 91 views 3 comments 0 points Most recent by Quicken Alyssa October 2025Registers & Transactions (Windows)
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  Why has one of my Vanguard accounts become invisible to Quicken?

  Answered Closed Twincaman 34 views 2 comments 0 points Most recent by Twincaman October 2025Download, Add/Update Accounts (Windows)
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  Portfolio view Return (%) YTD

  Answered ✓ Closed agent511 34 views 3 comments 0 points Most recent by agent511 October 2025Errors and Troubleshooting (Windows)
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  Fidelity Bond Prices

  Closed Snakebit12 55 views 4 comments 0 points Most recent by Lou Meyer October 2025Errors and Troubleshooting (Windows)
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  Latest update (R64.30) breaks Fidelity CD download

  Closed Chuck77 155 views 6 comments 0 points Most recent by Lou Meyer October 2025Investing (Windows)
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  quicken not updating any investment prices at all

  Closed ghstudio 49 views 2 comments 0 points Most recent by Quicken Anja October 2025Errors and Troubleshooting (Windows)
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  Update: Fidelity Transactions not Downloading

  Closed rbridges01 52 views 3 comments 0 points Most recent by proflaw October 2025Download, Add/Update Accounts (Windows)
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  New Merrill Connection - Matching Security Query and Repeat Downloads

  Closed MangoMan 497 views 40 comments 0 points Most recent by MangoMan October 2025Download, Add/Update Accounts (Windows)
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  Investment Account Transfer of Assets

  Answered ✓ Closed OldSwimmer1650 96 views 8 comments 0 points Most recent by Jim_Harman September 2025Investing (Windows)
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  Vanguard Cash Plus Quicken Classic Mac Does not Work

  Closed JMusername 35 views 2 comments 0 points Most recent by unknown September 2025Download, Add/Update Accounts (Mac)
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  Fidelity CC-901/Reauthorization Loop

  Closed System 422 views 21 comments 0 points Most recent by Movie Nut September 2025Download, Add/Update Accounts (Windows)
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  Principal Financial Services 401(k) duplicate cash and investment balance

  Closed Delaney 97 views 7 comments 1 point Most recent by Quicken Kristina September 2025Download, Add/Update Accounts (Mac)
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  Long-Standing Schwab Money Market Fund Issues

  Closed System 42 views 4 comments 0 points Most recent by Quicken Alyssa September 2025Download, Add/Update Accounts (Mac)
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  Fidelity & RobinHood Suddenly Not Downloading Correctly

  Answered Closed kyoung221 55 views 3 comments 0 points Most recent by kyoung221 September 2025Investing (Mac)
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  Investment Chart Displays Sawtooth Pattern

  Answered Closed PhilP` 13 views 1 comment 0 points Most recent by Chris_QPW September 2025Investing (Mac)
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  Placeholder

  Answered Closed aLfGordon 64 views 3 comments 0 points Most recent by Quicken Kristina September 2025Investing (Windows)
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  Ascensus - RP Link connectivity problem (QWin)

  Closed System 16 views 4 comments 0 points Most recent by DSK55 September 2025Download, Add/Update Accounts (Windows)
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  Corrupted after update ? I guess

  Closed Perry Smith 116 views 4 comments 0 points Most recent by Perry Smith September 2025Installing and Updating (Mac)
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  Pricing updates for several stocks listed on TSX stopped working August 13 2025

  Closed Muskoka_guy 32 views 2 comments 0 points Most recent by Arctic Hare September 2025All Things Canadian (Windows)
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  Please clarify exactly what changed with R64.30

  Closed Chris_QPW 410 views 12 comments 2 points Most recent by Geobrick September 2025Download, Add/Update Accounts (Windows)