Investments

Discussion List

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  Vanguard accounts not found when trying to reconnect

  Closed System 11 views 2 comments 0 points Most recent by Quicken Kristina January 27Download, Add/Update Accounts (Windows)
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  Fidelity IRA accounts not updating.

  Answered Closed JT1960_ 142 views 8 comments 0 points Most recent by Quicken Alyssa January 27Investing (Mac)
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  Fidelity Netbenefit downloads entries with zero price and unable to clear

  Closed TigerJoe 13 views 3 comments 0 points Most recent by Quicken Kristina January 27Download, Add/Update Accounts (Windows)
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  Optum HSA Investment transaction download connection nonexistent

  Closed Loganrun 66 views 1 comment 0 points Most recent by Quicken Kristina January 26Errors and Troubleshooting (Mac)
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  Treating FZFXX as Cash

  Answered Closed billw8 11 views 1 comment 0 points Most recent by Quicken Kristina January 26Investing (Windows)
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  Fidelity 401K securities value way off after rebalancing

  Closed pbmsmit 72 views 7 comments 0 points Most recent by Quicken Kristina January 26Investing (Windows)
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  Is there now support for (Fidelity) HSA accounts?

  Closed pbmsmit 597 views 16 comments 0 points Most recent by Quicken Kristina January 26Download, Add/Update Accounts (Windows)
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  META still bringing in FB pricing on Mac

  Closed wbeekman 52 views 4 comments 0 points Most recent by eisen009 January 25Investing (Mac)
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  Tagging Investment Dividend

  Closed MyronD 31 views 2 comments 0 points Most recent by q_lurker January 24Investing (Windows)
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  Fidelity NetBenefits Unidentified Security issue

  Closed System 170 views 3 comments 0 points Most recent by micdif January 24Errors and Troubleshooting (Windows)
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  Mistake to downgrade because of taxes and force to upgrade for balancing

  Closed JD broken heart 11 views 1 comment -1 point Most recent by Quicken Kristina January 24Download, Add/Update Accounts (Windows)
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  Merrill Lynch Transaction Download Missing Some Details

  Closed Loganrun 111 views 9 comments 0 points Most recent by Loganrun January 24Download, Add/Update Accounts (Mac)
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  Bug in Quicken Investing Dashboard - account value/shares doubled in only one account

  Closed akaisth 81 views 5 comments 0 points Most recent by Quicken Kristina January 24Investing (Windows)
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  How to set sweep SWGXX MM Fund as the Cash for Schwab investment account?

  Closed mikek753b 390 views 11 comments 0 points Most recent by mikek753b January 23Errors and Troubleshooting (Windows)
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  Fidelity Funds Mismatch Message of Cash Account

  Answered Closed Bione 11 views 1 comment 0 points Most recent by Quicken Kristina January 23Investing (Windows)
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  Russell 2000 Value ETF (IWN) before markets open up ~35%

  Answered Closed Michael Farley 12 views 1 comment 0 points Most recent by Quicken Kristina January 23Download, Add/Update Accounts (Windows)
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  Schwab Money Market Download issues

  Closed RoatanJim 95 views 5 comments 0 points Most recent by Quicken Kristina January 23Registers & Transactions (Windows)
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  Fidelity NetBenefits and Reinvest Dividends

  Closed John_in_NC 485 views 21 comments 0 points Most recent by Quicken Kristina January 23Investing (Mac)
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  Fidelity erroneous cash balance issue

  Closed System 154 views 7 comments 0 points Most recent by Quicken Kristina January 23Download, Add/Update Accounts (Mac)
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  My previous post was closed, issue not resolved, so reposting to find status

  Closed dsclove 51 views 4 comments 0 points Most recent by NotACPA January 23Download, Add/Update Accounts (Mac)
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  Fidelity issue with Netbenefits/Brokeragelink

  Closed Dan 62 views 3 comments 0 points Most recent by Quicken Kristina January 23Download, Add/Update Accounts (Windows)
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  CLOSED 1/22/26 Charles Schwab Bank - Web Connect bid Discontinued

  Quicken Kristina 946 views 3 comments 1 point Most recent by Quicken Anja January 22Alerts, Online Banking & Known Product Issues
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  Fidelity HSA Download Issue

  Answered Closed pgolda 102 views 3 comments 1 point Most recent by bobandsherry82 January 22Download, Add/Update Accounts (Windows)
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  Fidelity HSA not downloading transactions

  Closed System 212 views 4 comments 0 points Most recent by Quicken Alyssa January 22Download, Add/Update Accounts (Windows)
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  Fidelity HSA Transactions are now downloading Jan 2026

  Closed QWBrad 31 views 1 comment 0 points Most recent by Quicken Alyssa January 22Download, Add/Update Accounts (Windows)
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  Is it Fixed? (No Transactions for Fidelity HSA Accounts (Ticket 11999090))

  Closed rotygolf 53 views 6 comments 0 points Most recent by Quicken Anja January 22Errors and Troubleshooting (Windows)
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  Fidelity HSA not downloading transactions

  Closed rskurato 403 views 14 comments 1 point Most recent by Quicken Anja January 22Download, Add/Update Accounts (Windows)
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  Fidelity HSA Account Not Functional for over 2 months - ETA on Solution?

  Closed Scott413 161 views 2 comments 0 points Most recent by Quicken Anja January 22Download, Add/Update Accounts (Windows)
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  How can I reconcile the securities listed in Quicken with my investment account?

  Answered Closed Chuck56 93 views 5 comments 0 points Most recent by Chuck56 January 22Investing (Windows)