Investments

Discussion List

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  Another Fidelity issue

  Closed Steve360@ 93 views 4 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  I had to Transfer to a new Account and have Market Value to Account Value incorrect

  Closed FLjuggler 11 views 1 comment 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Mac)
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  How do I get my Brokerage account in Investing to function properly and stop crashing Quicken?.

  Answered Closed Kelcey 21 views 1 comment 0 points Most recent by NotACPA October 2025Investing (Windows)
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  Ameriprise Account Quicken Downloads

  Closed clh8712 42 views 1 comment 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Trying to authorize Fidelity accounts, but they keep getting deactivated

  Closed System 31 views 3 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Problem with Fidelity Investment Accounts After Latest Update

  Closed richie5665 354 views 8 comments 0 points Most recent by Quicken Alyssa October 2025Errors and Troubleshooting (Windows)
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  Can't connect 1 of many Fidelity accounts for download

  Closed Mike129 103 views 3 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Are users still having problems connecting 2 Northwestern Mutual accounts in Quicken

  Answered Closed Lisa G 202509 147 views 4 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Portfolio Value Error (persists for over 2 years!)

  Closed arlingpj 193 views 12 comments 0 points Most recent by Quicken Kristina October 2025Reports (Windows)
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  zzz-fidelity issue

  Closed cfe 63 views 1 comment 0 points Most recent by Quicken Kristina October 2025Registers & Transactions (Windows)
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  Missing All Fidelity Government Cash Reserve Transactions

  Answered Closed car1 544 views 25 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Mac)
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  After EWC+ update, "Show cash in checking account" shows negative share balance

  Answered Closed jdigital 42 views 3 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  supressing $0 transactions in portfolio transactions list

  Closed ecbuck 21 views 2 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Mac)
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  Fidelity Donor Advised Fund and Quicken

  Closed gsquaredmarg 122 views 1 comment 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Fidelity Accounts Transaction Downloading Has Once Again Stopped Working

  Closed Jean-Marie 103 views 3 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Reauthorizing Fidelity accounts caused a duplicate account and other issues

  Closed System 63 views 6 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Up
  Capital Gains report from account register

  Reviewed davidmarketing 61 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 790 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 21 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 163 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 81 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 14 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 162 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 31 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 52 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 161 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 4.1K views 140 comments 1 point Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Mac)