Investments

Discussion List

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  Issues Downloading Fidelity

  Closed System 569 views 22 comments 0 points Most recent by Quicken Alyssa March 23Download, Add/Update Accounts (Windows)
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  Schwab trouble with expired options and short stock sales.

  Closed DRHayes 139 views 6 comments 0 points Most recent by Quicken Laura March 22Download, Add/Update Accounts (Windows)
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  Cannot reconcile Fidelity Cash Mgt Acct - Balance mismatch

  Answered ✓ Closed Pacific_Shark_Chum 264 views 7 comments 0 points Most recent by Quicken Laura March 22Errors and Troubleshooting (Mac)
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  Resolve Share Mismatch of newly named Securities in new 401k Company

  Closed SeaStar 168 views 6 comments 0 points Most recent by q_lurker March 22Investing (Windows)
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  Fidelity status

  Closed dkirin 120 views 4 comments 0 points Most recent by Quicken Alyssa March 22Download, Add/Update Accounts (Windows)
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  Quicken Stopped Connecting with RBC Wealth Management [Edited]

  Answered Closed MBurtschi 130 views 4 comments 0 points Most recent by Quicken Anja March 21Errors and Troubleshooting (Windows)
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  Vanguard transactions not downloading

  Closed System 388 views 13 comments 0 points Most recent by Quicken Kristina March 20Download, Add/Update Accounts (Windows)
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  Force Same colors for same asset classes across multiple investment charts

  Closed parulsaxena999 57 views 2 comments 0 points Most recent by Quicken Anja March 20Investing (Windows)
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  Unable to add Micron Technology holding in Quicken, error says its already in watchlist

  Closed System 79 views 5 comments 0 points Most recent by Quicken Anja March 20Investing (Windows)
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  One of my Charles Schwab investment accounts has stopped updating. Now I get an error message.

  Answered Closed Daffy Duck 247 views 5 comments 0 points Most recent by Quicken Carlos March 20Errors and Troubleshooting (Mac)
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  Wells Fargo Securities Users

  Closed bbumbarger 95 views 4 comments 0 points Most recent by bbumbarger March 20Download, Add/Update Accounts (Windows)
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  Vanguard Download CHANGE?

  Closed Nick S. in Denver 155 views 5 comments 0 points Most recent by Quicken Kristina March 17Registers & Transactions (Windows)
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  Downloads for Fidelity Cash Management include Core Position transactions

  Closed compusol 125 views 4 comments 0 points Most recent by Quicken Kristina March 17Download, Add/Update Accounts (Mac)
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  Quicken will not link accounts with Schwab

  Closed Herkdrvr 226 views 9 comments 0 points Most recent by Quicken Kristina March 14Download, Add/Update Accounts (Windows)
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  Unable to link Fidelity account, shows "Don't add to Quicken"

  System 140 views 7 comments 0 points Most recent by Quicken Kristina March 13Download, Add/Update Accounts (Windows)
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  Correcting Price History

  Closed slewkowicz 133 views 4 comments 0 points Most recent by Quicken Anja March 13Investing (Windows)
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  Fidelity Brokerage Accounts Not Updating Since March 2- CC-601

  Closed cliffordsweet 73 views 3 comments 0 points Most recent by Quicken Alyssa March 12Download, Add/Update Accounts (Windows)
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  account security price import from a CSV file stopped working

  Answered Closed AlanCF 117 views 4 comments 0 points Most recent by Quicken Anja March 12Errors and Troubleshooting (Mac)
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  Cash transactions not available in IRA accounts (Single Mutual Fund = NO)

  Answered Closed jhg 68 views 1 comment 0 points Most recent by Tom Young March 12Investing (Windows)
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  Recording shares in a new investment

  Closed QuickPeter 94 views 4 comments 0 points Most recent by QuickPeter March 12Investing (Mac)
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  US Bank - US Bankcord Advisors issue

  Closed AllanM 461 views 16 comments 0 points Most recent by AllanM March 11Download, Add/Update Accounts (Windows)
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  Ability to transfer cross- or multi-listed stocks directly between accounts

  Closed tmuirhead 41 views 1 comment 1 point Most recent by Chris_QPW March 10Investing (Windows)
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  Fidelity HSA - No Downloaded Transactions

  Closed System 38 views 2 comments 0 points Most recent by Quicken Laura March 10Errors and Troubleshooting (Windows)
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  Merrill Lynch - Investment Account incorrect cash balance

  Closed gabes 173 views 6 comments 0 points Most recent by Quicken Laura March 10Errors and Troubleshooting (Mac)
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  Fidelity download issues 3-3-26

  Closed berryjt 598 views 16 comments 1 point Most recent by TiH March 10Investing (Windows)
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  Need help changing to one-step update for Merrill Lynch bank accounts

  Closed Bill Gulledge 241 views 10 comments 0 points Most recent by Quicken Kristina March 9Download, Add/Update Accounts (Windows)
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  Unable to enter investment transaction / Quicken version R66-26

  Answered Closed Ram 45 views 1 comment 0 points Most recent by Quicken Laura March 9Using Quicken on the Web
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  Certificate of Deposit Maturity

  Closed Retired Banker 49 views 2 comments 1 point Most recent by Retired Banker March 9Investing (Windows)