Investments

Discussion List

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  Fidelity reauthorization process created duplicate accounts

  Closed crissnyder 162 views 2 comments 0 points Most recent by crissnyder October 2025Download, Add/Update Accounts (Windows)
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  Vanguard Direct Connect Keeps Downloading Unidentified Security

  Closed JayF 50 views 1 comment 1 point Most recent by Quicken Anja October 2025Errors and Troubleshooting (Windows)
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  2

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  Add Morningstar Star and/or Medalist Ratings

  Reviewed woodwrk1 11 views 0 comments 2 points Most recent by woodwrk1 October 2025Investments
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  After EWC+ update, Fidelity and Quicken cash balances don't match & other issues

  Answered Closed leishirsute 806 views 26 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  The number of shares in VOYA account is incorrect

  Closed dmurad53 32 views 3 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  E*Trade equity prices $0 for 10/6/2025. Mac Classic Deluxe 8.3.2

  Closed vpswede 13 views 1 comment 0 points Most recent by vpswede October 2025Investing (Mac)
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  Quicken not handling Fidelity Cash Management Account cash positions correctly (QPIAQ, QPCTQ, QPIFQ)

  Closed jcloudm 186 views 5 comments 0 points Most recent by NotACPA October 2025Download, Add/Update Accounts (Windows)
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  Fidelity Migration - Duplicating Investments and Placeholders Impacting Balances

  Closed Frank DeMello 91 views 6 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Mac)
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  Converting a FID MM account to cash for tracking

  Closed John J 124 views 2 comments 0 points Most recent by NotACPA October 2025Investing (Windows)
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  Merged: I am suddenly unable to connect to BNY MELLON PERSHING

  Closed nosneros 21 views 0 comments 1 point Most recent by Minny Moose October 2025Investing (Windows)
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  Q's way of handling Corporate Security Spin-off Causes Issues/Confusion

  Answered Closed Paul Suchma 156 views 3 comments 0 points Most recent by q_lurker October 2025Investing (Windows)
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  Fidelity Cash Mgmt acct shows ZERO balance in Quicken

  Answered Closed KC Smythe 52 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Mac)
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  UPDATE 10/1/2025: Merrill Lynch duplicate CDs

  Closed rakeshg 64 views 5 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Mac)
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  401k Doubled - Fidelity - QMac

  Closed System 114 views 9 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Mac)
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  Fidelity Disaster

  Closed sycamore1234 298 views 6 comments 1 point Most recent by Quicken Kristina October 2025Errors and Troubleshooting (Mac)
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  Fidelity - a position disappeared & had to be re-added + register doesn't match acct. list

  Closed System 11 views 2 comments 0 points Most recent by Quicken Kristina October 2025Errors and Troubleshooting (Mac)
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  Fidelity Investments - security value per share mismatch

  Closed sharpo367 35 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  Correcting investment account cash balance

  Answered Closed asdf7890 56 views 1 comment 0 points Most recent by Tom Young October 2025Registers & Transactions (Windows)
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  Ongoing Fidelity disaster, Quicken Mac 8.3.2

  Closed Andrew B 72 views 1 comment 0 points Most recent by Quicken Kristina October 2025Errors and Troubleshooting (Mac)
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  Fidelity Cash Management Account keeps having Placeholders added

  Closed System 37 views 2 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Fidelity Adding Placeholder Transactions EVERY TIME

  Closed ntrainer 106 views 2 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Mac)
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  Rearrange Positions in Brokerage

  Answered Closed R Strax 54 views 5 comments 0 points Most recent by R Strax October 2025Registers & Transactions (Mac)
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  Fidelity and missing transactions

  Answered Closed Gerry Blue 383 views 18 comments 0 points Most recent by Geobrick October 2025Download, Add/Update Accounts (Windows)
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  Bank of America/Merrill Lynch Cut-Over Migration: keeps prompting to reauthorize [Edited]

  Closed taitelh 944 views 47 comments 0 points Most recent by Arkansasdawg October 2025Download, Add/Update Accounts (Windows)
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  2

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  add DELETE button to the EDIT window of an investment transaction

  Reviewed LBJS 26 views 1 comment 2 points Most recent by BobS2 October 2025Investments
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  11

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  Allow creation of custom investment account groups for Dashboard and Portfolio [EDITED]

  Reviewed Brad L Vandermoon 191 views 6 comments 11 points Most recent by Captain Tim October 2025Investments
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  Quicken - Get your act together over Fidelity [Edited - Language]

  Closed lmbeck65 33 views 1 comment 0 points Most recent by NotACPA October 2025Download, Add/Update Accounts (Windows)
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  Dividend cash transfers not reflecting in the cash listing

  Closed System 43 views 5 comments 0 points Most recent by Chuck77 October 2025Investing (Windows)
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  Investment >Account Overview Holdings Cash Balance Does not Equal Linked Cash Balance

  Closed BRETTB 342 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 54 views 3 comments 0 points Most recent by Quicken Kristina October 2025Investing (Windows)