Investments

Discussion List

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  Struggling to get brokerage account added - placeholder discrepancies..??

  Answered Closed Andrew Angell 67 views 5 comments 0 points Most recent by Jim_Harman February 6Investing (Windows)
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  Fidelity MMF redemptions not downloading

  Closed ToGo109 12 views 1 comment 0 points Most recent by Quicken Kristina February 6Download, Add/Update Accounts (Mac)
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  Is there a setting in Quicken that hides selected portfolio positions?

  Answered Closed FC Wolf 306 views 13 comments 0 points Most recent by Quicken Kristina February 6Investing (Mac)
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  Why doesn't investment entry advance highlight to next blank entry line?

  Answered Closed Hal1 44 views 3 comments 0 points Most recent by Quicken Kristina February 6Registers & Transactions (Windows)
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  Fidelity download error when downloading into CMA account

  Closed marcaronson408 156 views 9 comments 0 points Most recent by Quicken Kristina February 6Download, Add/Update Accounts (Windows)
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  Is your X-Ray Portfolio populating?

  Answered Closed Tobyra 75 views 3 comments 0 points Most recent by Ducati February 5Investing (Windows)
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  Why are my downloaded Charles Schwab IRA accounts balances consistently incorrect?

  Answered Closed dhall92026 22 views 1 comment 0 points Most recent by NotACPA February 3Download, Add/Update Accounts (Windows)
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  Fidelity IRA transaction not posting correctly

  Closed RWM-JR 104 views 6 comments 0 points Most recent by Quicken Kristina February 3Errors and Troubleshooting (Mac)
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  Quicken Built in Investment Reports

  Closed MrZipp 31 views 2 comments 0 points Most recent by MrZipp February 3Investing (Windows)
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  Fidelity Download - information downloaded into wrong account [Edited]

  Answered Closed wdh 56 views 4 comments 0 points Most recent by Quicken Anja February 3Download, Add/Update Accounts (Windows)
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  Merrill - Handling Covered Calls

  Closed MangoMan 11 views 0 comments 0 points Most recent by MangoMan February 3Investing (Windows)
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  Transactions downloading to wrong account

  Closed andcbii 63 views 3 comments 0 points Most recent by Quicken Kristina February 2Download, Add/Update Accounts (Windows)
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  Issue with Merrill Lynch account since reauthorization - account balance is wrong [Edited]

  Closed jdparker225 10.1K views 302 comments 2 points Most recent by MELCO February 2Errors and Troubleshooting (Windows)
• 
  Whats the status on Ticket #11999090: Fidelity HSA account downloads

  Answered Closed soccerCoffeeMom 263 views 13 comments -1 point Most recent by Scatr February 2Errors and Troubleshooting (Windows)
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  Net Worth Report showing negative balances for zero balanced accounts

  Closed LostCanuck 166 views 9 comments 0 points Most recent by Quicken Kristina January 31Reports (Windows)
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  Fidelity HSA transactions still not downloading (Ticket 1999090)

  Answered Closed ayeo 701 views 25 comments 1 point Most recent by Quicken Alyssa January 29Errors and Troubleshooting (Windows)
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  Can't activate Fidelity accounts after EWC+ transition

  Closed Woodsey 145 views 7 comments 1 point Most recent by Quicken Alyssa January 29Download, Add/Update Accounts (Windows)
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  IRA sweep balances appear as "banking" (Wells Fargo)

  Answered Closed Dave_fin 54 views 2 comments 0 points Most recent by Quicken Anja January 28Investing (Windows)
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  Fidelity transaction download issue

  Closed System 443 views 21 comments 0 points Most recent by Quick92 January 28Download, Add/Update Accounts (Windows)
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  Fidelity Securities Mismatch FZFXX Treasury MMF

  Closed DaveQN 310 views 16 comments 0 points Most recent by Quicken Kristina January 27Download, Add/Update Accounts (Windows)
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  Vanguard accounts not found when trying to reconnect

  Closed System 13 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_ 162 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 22 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 73 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 13 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 92 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 681 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 62 views 4 comments 0 points Most recent by eisen009 January 25Investing (Mac)