Investments

Discussion List

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  Fidelity HSA still not downloading transactions

  Closed Dennis Nelson 91 views 2 comments 0 points Most recent by Quicken Alyssa January 22Download, Add/Update Accounts (Windows)
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  Quicken requests reauthorization for Fidelity LINKED cash account

  Closed andrew.h.zack 55 views 4 comments 0 points Most recent by leishirsute January 22Download, Add/Update Accounts (Windows)
• 
  Estimated Income on Portfolio screen from Investing tab

  Answered Closed Gringgo 403 views 5 comments 0 points Most recent by fdragan January 22Investing (Windows)
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  A step closer to treating sweep account as cash for Vanguard?

  Closed Geobrick 584 views 24 comments 0 points Most recent by Geobrick January 22Download, Add/Update Accounts (Windows)
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  Capital Gains Estimator

  Closed MMinderbinder 201 views 12 comments 0 points Most recent by Cyclist January 21Investing (Windows)
• 
  Fidelity monthly share sales download with generic info

  Closed System 132 views 12 comments 0 points Most recent by Quicken Alyssa January 20Download, Add/Update Accounts (Windows)
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  Sub-Accounts for Retirement

  Closed Cyrano 159 views 11 comments 0 points Most recent by Jon January 20Investing (Mac)
• 
  Whack share price updates over the weekend

  Closed RazorbackRick 126 views 11 comments 0 points Most recent by Jim_Harman January 19Download, Add/Update Accounts (Windows)
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  Connectivity issues with Brokerages- Thanks for the help!

  Closed erik b 51 views 3 comments 0 points Most recent by Quicken Alyssa January 18Errors and Troubleshooting (Windows)
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  Robinhood won't update values or transactions

  Closed dguenthner 11 views 2 comments 0 points Most recent by Quicken Kristina January 18Errors and Troubleshooting (Windows)
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  Account update

  Closed cstuart 53 views 2 comments 0 points Most recent by Quicken Kristina January 18Download, Add/Update Accounts (Windows)
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  Merrill Lynch LMA link no longer working - wants to create a new LMA credit card account.

  Closed MG99 22 views 3 comments 0 points Most recent by Quicken Kristina January 18Errors and Troubleshooting (Windows)
• 
  New Fidelity Connection Method problems

  Closed pauljasmine 32 views 2 comments 0 points Most recent by Quicken Kristina January 18Download, Add/Update Accounts (Windows)
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  Merrill Lynch not reflecting correct cash balance

  Closed gabes 42 views 2 comments 0 points Most recent by Quicken Kristina January 18Errors and Troubleshooting (Mac)
• 
  Download shows cash deducted from Fidelity Money Account. This did not happed

  Answered Closed Charles E. Ritter 12 views 2 comments 0 points Most recent by Quicken Kristina January 18Download, Add/Update Accounts (Mac)
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  How do I fix web connection with Ameriprise?

  Answered Closed Margo2024 44 views 3 comments 0 points Most recent by Quicken Kristina January 18Errors and Troubleshooting (Windows)
• 
  Downloads from LPL stopped working

  Answered Closed wjcaldwell 143 views 4 comments 0 points Most recent by Quicken Kristina January 18Errors and Troubleshooting (Windows)
• 
  Reverse stock split with new stock in lieu of cash

  Closed Bruce on Molokai 145 views 3 comments 0 points Most recent by q_lurker January 18Investing (Windows)
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  Edward Jones tracking method changed

  Closed System 21 views 3 comments 0 points Most recent by Quicken Kristina January 18Download, Add/Update Accounts (Windows)
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  E*Trade Direct Connect fails

  Closed aikoaiko3 454 views 3 comments 0 points Most recent by Quicken Kristina January 18Download, Add/Update Accounts (Windows)
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  Security price stopped updating... Fidelity

  Closed Tony Luers 42 views 2 comments 0 points Most recent by Quicken Anja January 17Download, Add/Update Accounts (Windows)
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  Quicken Classic for Mac sets number of shares to zero on manual entry

  Answered Closed JamesDM 43 views 4 comments 0 points Most recent by JamesDM January 17Errors and Troubleshooting (Mac)
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  Fidelity NetBenefits and downloading transactions

  Answered Closed Backpacker 150 views 4 comments 0 points Most recent by Quicken Kristina January 17Download, Add/Update Accounts (Windows)
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  Vanguard Account Just Switched to Simple Investing

  Answered Closed keithwibel 71 views 5 comments 0 points Most recent by Quicken Anja January 17Investing (Windows)
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  Asset Allocation Guide: Different Totals on Different Screens?

  Answered Closed Ted Gallagher 103 views 7 comments 0 points Most recent by Brian McDonald January 17Investing (Windows)
• 
  How to best set up single immediate premium joint annuity

  Answered Closed MollyG 33 views 1 comment 0 points Most recent by NotACPA January 16Investing (Windows)
• 
  Reconcile Shares producing blank report

  Closed Curtis Browne 21 views 2 comments 0 points Most recent by Quicken Anja January 16Investing (Windows)
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  One of my Vanguard investment accounts isn't listed when I try to set it up for Direct Connect.

  Closed millersp54 194 views 14 comments 1 point Most recent by kgbraund January 16Download, Add/Update Accounts (Windows)
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  Excluding hidden and separate account from Security Detail View transaction history

  Answered ✓ Ed Mooney 61 views 3 comments 0 points Most recent by Ed Mooney January 16Investing (Windows)