Investments

Discussion List

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  Transactions downloaded from Merrill Lynch not mapped correctly (again)

  Closed Michael Sloss 281 views 10 comments 0 points Most recent by Quicken Kristina March 28Download, Add/Update Accounts (Windows)
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  One Step Update Keeps Grabbing Old Incorrect Stock Split

  Answered Closed Glenn Hamilton 139 views 3 comments 0 points Most recent by mshiggins March 28Errors and Troubleshooting (Windows)
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  Any resolution for these issues at LPL Financial?

  Answered Closed WileyOne 321 views 8 comments 0 points Most recent by WileyOne March 27Download, Add/Update Accounts (Windows)
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  Which report will show the affect of a sale on account value & overall portfolio

  Closed System 106 views 3 comments 0 points Most recent by Jim_Harman March 27All Things Canadian (Windows)
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  Fidelity CMA downloaded transaction not applying renaming rules

  Closed S_P 92 views 3 comments 0 points Most recent by NotACPA March 26Registers & Transactions (Windows)
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  Fidelity FZDXX not handled correctly with latest Quicken Classic on Mac version

  Closed britsoftltd 343 views 7 comments 1 point Most recent by Quicken Alyssa March 26Errors and Troubleshooting (Mac)
• 
  Fidelity Investments - Download issues

  Answered ✓ Closed Franklin S. 1.6K views 6 comments 0 points Most recent by NotACPA March 26Download, Add/Update Accounts (Windows)
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  Fidelity Cash Management Account Continued Issues, Continued

  Closed Jeepien 126 views 1 comment 0 points Most recent by Quicken Laura March 25Download, Add/Update Accounts (Windows)
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  Fidelity transactions not downloading, no error messages

  Closed System 167 views 5 comments 0 points Most recent by Quicken Alyssa March 25Errors and Troubleshooting (Windows)
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  28
  Add ability to link accounts to brokerage accounts to Quicken for Mac (104 Legacy Votes)

  Planned smayer97 3.8K views 64 comments 28 points Most recent by MJ1218 March 25Investments
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  Unable to download transactions from Janus Henderson

  Answered Closed ssohani 1.6K views 41 comments 1 point Most recent by Fern890 March 24Investing (Windows)
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  Fidelity Investments Linked Checking account not downloading

  Closed cheez1950 153 views 4 comments 0 points Most recent by Quicken Kristina March 23Download, Add/Update Accounts (Windows)
• 
  Fidelity Downloads

  Closed Bill O'Neil 274 views 9 comments 0 points Most recent by Quicken Alyssa March 23Investing (Windows)
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  Quicken software not updating stock option prices (Edited)

  Closed iriddles 443 views 7 comments 1 point Most recent by Quicken Carlos March 23Investing (Windows)
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  Issues Downloading Fidelity

  Closed System 644 views 22 comments 0 points Most recent by Quicken Alyssa March 23Download, Add/Update Accounts (Windows)
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  Schwab trouble with expired options and short stock sales.

  Closed DRHayes 176 views 6 comments 0 points Most recent by Quicken Laura March 22Download, Add/Update Accounts (Windows)
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  Cannot reconcile Fidelity Cash Mgt Acct - Balance mismatch

  Answered ✓ Closed Pacific_Shark_Chum 303 views 7 comments 0 points Most recent by Quicken Laura March 22Errors and Troubleshooting (Mac)
• 
  Resolve Share Mismatch of newly named Securities in new 401k Company

  Closed SeaStar 194 views 6 comments 0 points Most recent by q_lurker March 22Investing (Windows)
• 
  Fidelity status

  Closed dkirin 138 views 4 comments 0 points Most recent by Quicken Alyssa March 22Download, Add/Update Accounts (Windows)
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  Quicken Stopped Connecting with RBC Wealth Management [Edited]

  Answered Closed MBurtschi 163 views 4 comments 0 points Most recent by Quicken Anja March 21Errors and Troubleshooting (Windows)
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  Vanguard transactions not downloading

  Closed System 493 views 13 comments 0 points Most recent by Quicken Kristina March 20Download, Add/Update Accounts (Windows)
• 
  Force Same colors for same asset classes across multiple investment charts

  Closed parulsaxena999 65 views 2 comments 0 points Most recent by Quicken Anja March 20Investing (Windows)
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  Unable to add Micron Technology holding in Quicken, error says its already in watchlist

  Closed System 96 views 5 comments 0 points Most recent by Quicken Anja March 20Investing (Windows)
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  One of my Charles Schwab investment accounts has stopped updating. Now I get an error message.

  Answered Closed Daffy Duck 287 views 5 comments 0 points Most recent by Quicken Carlos March 20Errors and Troubleshooting (Mac)
• 
  Wells Fargo Securities Users

  Closed bbumbarger 111 views 4 comments 0 points Most recent by bbumbarger March 20Download, Add/Update Accounts (Windows)
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  Vanguard Download CHANGE?

  Closed Nick S. in Denver 180 views 5 comments 0 points Most recent by Quicken Kristina March 17Registers & Transactions (Windows)
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  Downloads for Fidelity Cash Management include Core Position transactions

  Closed compusol 142 views 4 comments 0 points Most recent by Quicken Kristina March 17Download, Add/Update Accounts (Mac)