Investments

Discussion List

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  Case Number Ticket ID Ticket ID":"12003415 - THIS PROBLEM HAS NOT BEEN FIXED

  Closed dsclove 58 views 2 comments 0 points Most recent by Quicken Kristina March 8Download, Add/Update Accounts (Mac)
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  Any ETA on resolution of CC-601 Error with Fidelity accounts/

  Answered Closed NiralS 87 views 1 comment 0 points Most recent by NotACPA March 8Download, Add/Update Accounts (Windows)
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  Fidelity Stopped updating

  Closed ejvette1998 47 views 1 comment 0 points Most recent by Quicken Alyssa March 8Download, Add/Update Accounts (Windows)
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  CC-601 on all Fidelity accounts + CC-800 on US Bank and Chase accounts

  Closed Mike129 323 views 6 comments 1 point Most recent by Quicken Kristina March 7Errors and Troubleshooting (Windows)
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  Portfolio X-Ray not recognizing ETF stock funds

  Answered ✓ Closed Langston Holland 2.8K views 81 comments 2 points Most recent by Jim_Harman March 7Investing (Windows)
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  21

  Up
  Add number of shares to Security List

  Reviewed Rocket J Squirrel 162 views 10 comments 21 points Most recent by unknown March 5Investments
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  How to add a 401K account portion that is not based on ticker

  Answered cfauvel 235 views 7 comments 0 points Most recent by Quicken Laura March 5Investing (Windows)
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  Fidelity Cash Management account not showing up

  Answered Closed Avi Dee 562 views 7 comments 0 points Most recent by Stephen Fox March 4Download, Add/Update Accounts (Mac)
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  Merrill Lynch transactions downloading as "Null"

  Closed System 111 views 7 comments 0 points Most recent by Quicken Kristina March 3Registers & Transactions (Windows)
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  Why is Quicken for Mac not syncing with Fidelity Investments?

  Answered Closed LLM 180 views 4 comments 0 points Most recent by Quicken Kristina March 3Download, Add/Update Accounts (Mac)
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  Incorrect cash balance for an investment account in the register

  Closed Vlad Kaplan 481 views 6 comments 0 points Most recent by Quicken Kristina March 2Investing (Windows)
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  Fidelity CC-601

  Closed System 125 views 2 comments 0 points Most recent by Quicken Kristina March 2Download, Add/Update Accounts (Windows)
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  Investment Account Cash Balance

  Answered Closed SH62 58 views 1 comment 0 points Most recent by NotACPA March 2Investing (Windows)
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  No Fidelity Downoads - Quicken Classic Windows 11

  Closed jsk2817 186 views 7 comments 0 points Most recent by Quicken Kristina March 1Errors and Troubleshooting (Windows)
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  Bug: Quicken is downloading incorrect stock prices on weekend days

  Closed QuickeDan 361 views 8 comments 0 points Most recent by q_lurker March 1Investing (Windows)
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  Kudos on Fidelity CMA improvements

  Closed CousinBruce 35 views 1 comment 1 point Most recent by Quicken Alyssa March 1Download, Add/Update Accounts (Mac)
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  Vanguard Download Issue - Two Entries Per Transaction

  Closed Dom1 334 views 9 comments 0 points Most recent by Quicken Kristina February 28Errors and Troubleshooting (Windows)
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  Waters added to Account?

  Closed AMP 119 views 2 comments 0 points Most recent by mshiggins February 27Investing (Windows)
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  Fidelity accounts missing transactions

  Closed System 164 views 4 comments 0 points Most recent by Quicken Kristina February 27Download, Add/Update Accounts (Windows)
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  error in cash reporting on transaction screen /suggestions to fix

  Answered Closed rayseidlinger 35 views 1 comment 0 points Most recent by Quicken Kristina February 27Errors and Troubleshooting (Windows)
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  Schwab download with multiple user IDs and accounts

  Closed murts1 98 views 4 comments 0 points Most recent by Quicken Kristina February 27Download, Add/Update Accounts (Windows)
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  Portfolio X-Ray AI Analysis tool shows same results regardless of asset allocation

  Closed System 350 views 9 comments 0 points Most recent by Quicken Kristina February 27Investing (Windows)
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  Fidelity checking transactions not downloading

  Closed System 25 views 2 comments 0 points Most recent by Quicken Kristina February 27Download, Add/Update Accounts (Windows)
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  Merrill Edge CMA account converted to "simple investing"

  Closed heartsf 161 views 2 comments 1 point Most recent by davidmarketing February 27Errors and Troubleshooting (Windows)
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  Account reconciliation for investment accounts isn't working

  Closed System 31 views 1 comment 0 points Most recent by petermartin1950 February 27Errors and Troubleshooting (Windows)