Investments

Discussion List

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  Fidelity accounts prompting to reauthorize daily

  Closed System 37 views 4 comments 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
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  Quicken Not Updating Fidelity Intl Trading Account (Domestic Brokerage & IRA/ROTH are OK)

  Closed EDacho 284 views 22 comments 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
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  Unrequested Change to Simple Investing with Vanguard Account

  Closed pablomiller 599 views 19 comments 0 points Most recent by pablomiller December 2025Download, Add/Update Accounts (Windows)
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  Handling of stock split (Netflix)

  Closed qudtp 85 views 3 comments 0 points Most recent by qudtp December 2025Download, Add/Update Accounts (Windows)
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  CSV Investment Import Error Off by One Cent

  Closed Jeeter 159 views 12 comments 0 points Most recent by Jeeter December 2025Registers & Transactions (Windows)
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  Charles Schwab 401k

  Closed Scott 127 views 5 comments 0 points Most recent by Scott December 2025Download, Add/Update Accounts (Windows)
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  Improve the Capital Gains Estimator: price reset; manual price more distinctive

  Reviewed MontanaKarl 16 views 1 comment 4 points Most recent by jacobs December 2025Investments
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  Schwab Retirement Services

  Closed carlyn.irwin 22 views 1 comment 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
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  Still unable to connect Fidelity CMA account

  Closed System 111 views 4 comments 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
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  Fidelity money market fund redemption transactions missing from IRA

  Closed EvDob 365 views 22 comments 1 point Most recent by Toolworker December 2025Download, Add/Update Accounts (Windows)
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  Fidelity transactions downloading, but missing information

  System 14 views 3 comments 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
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  Splitting assets in accounts

  Answered Closed apearlman 26 views 2 comments 0 points Most recent by apearlman December 2025Business and Rental Property Tools (Windows)
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  FIDELITY CRYPTO ROTH ACCOUNT

  Closed PERSUASION-STX 65 views 1 comment 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
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  Quicken can't find a CD at my credit union

  Closed lmacmil 24 views 3 comments 0 points Most recent by Quicken Alyssa December 2025Errors and Troubleshooting (Windows)
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  Downloading detailed Investment transactions

  Closed MacRon14 27 views 1 comment 1 point Most recent by jacobs December 2025Investing (Mac)
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  Importing Investment .csv Files Is Not Reliable

  Closed ChrisP. 653 views 17 comments 0 points Most recent by Quicken Kristina December 2025Investing (Windows)
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  Solution to Fidelity not downloading all transactions into Quicken

  Closed Gary Lucido 967 views 6 comments 2 points Most recent by marcaronson408 December 2025Investing (Windows)
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  EWC+ runs and fails to download transactions from Merrill.

  Closed Paul LeLievre 34 views 3 comments 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
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  Merrill Lynch - Cash & Sweep Accounts never balance properly

  Closed mccardc 15 views 1 comment 0 points Most recent by gabes December 2025Investing (Windows)
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  Unable to add Raymond James Accounts where the last 4 characters contain a letter

  Closed mlurie 103 views 1 comment 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
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  New QMac User - Ready to Try Investments But They're Fidelity - Should I Wait?

  Closed qwyattguy 152 views 11 comments 0 points Most recent by Gary Breitbord December 2025Investing (Mac)
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  Fidelity 401K downloading the same security for every transaction

  Closed jameswolfe8561 36 views 3 comments 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
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  CC-501 trying to setup TreasuryDirect (reopened, still not fixed)

  Closed jbowler 45 views 3 comments 1 point Most recent by DPW-CT December 2025Paying Bills, Online Billers & Reminders (Windows)