Investments

Discussion List

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  New Fidelity Connection - Incorrect # of Shares/Missing Investment Accounts [WIN]

  Closed Marilyn Heidenfelder 5.8K views 120 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  What’s Going On Between Fidelity and Quicken?

  Closed Desiree 34.2K views 587 comments 4 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Unable to Import Old 401k Transactions from Principal or other Investment Accounts

  Closed whab 38 views 1 comment 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Mac)
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  Fidelity download failing

  Answered Closed dave.1234 43 views 2 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Mac)
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  Call Dates for CDs and bonds

  Reviewed DStar 22 views 2 comments 5 points Most recent by dickm2275 October 2025Investments
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  Fidelity Cash Management Account

  Closed LedgerLynx 454 views 6 comments 0 points Most recent by leishirsute October 2025Registers & Transactions (Mac)
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  No Value Investments

  Answered ✓ Closed Adience 51 views 3 comments 0 points Most recent by Adience October 2025Investing (Windows)
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  Fidelity Reauthorization Loop

  Closed System 251 views 9 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  Citi investment not working again

  Closed DesiArnez 31 views 2 comments 0 points Most recent by Quicken Alyssa October 2025Errors and Troubleshooting (Windows)
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  One Step Update Not Updating Investment Accounts

  Closed Dan13 103 views 3 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  Merrill Connection

  Closed dabel524 48 views 5 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Mac)
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  Fidelity download migration

  Answered Closed Wes Wolfertz 101 views 4 comments 0 points Most recent by unknown October 2025Errors and Troubleshooting (Mac)
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  Vanguard Cash Plus Quicken Classic Mac Does not Work

  Closed JMusername 37 views 2 comments 1 point Most recent by unknown October 2025Download, Add/Update Accounts (Mac)
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  2
  Print Portfolio X-Ray

  Planned System 1.3K views 33 comments 2 points Most recent by unknown October 2025Investments
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  Fidelity NetBenefits 401(k) is still downloading incorrect transactions

  Closed cyberphile 92 views 3 comments 0 points Most recent by Quicken Kristina October 2025Registers & Transactions (Windows)
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  Fidelity Transaction History Lost

  Answered Closed dougsankey 76 views 5 comments 0 points Most recent by Quicken Kristina October 2025Registers & Transactions (Mac)
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  Fidelity cash balance not matching that downloaded for IRA accounts

  Closed chestrenu 92 views 5 comments 0 points Most recent by nothear2talk October 2025Errors and Troubleshooting (Windows)
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  Where are the Morningstar elements in 64.30?

  Closed MMinderbinder 52 views 5 comments 0 points Most recent by NotACPA October 2025Investing (Windows)
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  A phantom/invisible transaction is throwing off my cleared balance. What can I do?

  Answered Closed MWK8 177 views 11 comments 0 points Most recent by Jim_Harman October 2025Registers & Transactions (Windows)
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  Fidelity Money Market Mismatch Message after EWC+

  Closed Bione 76 views 5 comments 0 points Most recent by Chris_QPW October 2025Investing (Windows)
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  The Payee on a reinvested dividends is incorrect

  Answered Closed HLT 73 views 6 comments 0 points Most recent by Jim_Harman October 2025Reports (Windows)
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  TSP downloads don't show individual transactions [EDITED]

  Closed Cgsarpilot 31 views 2 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Mac)
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  Missing transactions in Fidelity IRA and brokerage accounts (QWin)

  Closed System 31 views 2 comments 0 points Most recent by Quicken Kristina October 2025Investing (Windows)
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  Having trouble syncing 3 Fidelity accounts with Quicken

  Closed System 121 views 4 comments 0 points Most recent by Movie Nut October 2025Download, Add/Update Accounts (Windows)
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  how to manage fidelity update wrt incorrect cash balance and doubled fund holdings

  Answered Closed phil 52 views 1 comment 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Mac)
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  where are the registers for investment accounts?

  Answered Closed Corky4 21 views 2 comments 0 points Most recent by Quicken Kristina October 2025Registers & Transactions (Windows)
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  Fidelity Changes to your connected services in Quicken

  Closed Ethan1991 514 views 4 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Ability to group Investment accounts by Taxable and Non-Taxable on Account Sidebar [Edited]

  Reviewed Dali 25 views 2 comments 1 point Most recent by Dali October 2025Investments
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  Investment register went BLANK; recovered by restarting Quicken

  Closed Rx 42 views 1 comment 0 points Most recent by Tom Young October 2025Investing (Windows)
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  Need a configurable option to treat an account's Settlement fund as cash

  Reviewed ChicagoGuy 17 views 0 comments 2 points Most recent by ChicagoGuy October 2025Manage Accounts and Transactions