Investments

Discussion List

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  Quicken will not link accounts with Schwab

  Closed Herkdrvr 257 views 9 comments 0 points Most recent by Quicken Kristina March 14Download, Add/Update Accounts (Windows)
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  Unable to link Fidelity account, shows "Don't add to Quicken"

  System 168 views 7 comments 0 points Most recent by Quicken Kristina March 13Download, Add/Update Accounts (Windows)
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  Correcting Price History

  Closed slewkowicz 151 views 4 comments 0 points Most recent by Quicken Anja March 13Investing (Windows)
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  Fidelity Brokerage Accounts Not Updating Since March 2- CC-601

  Closed cliffordsweet 83 views 3 comments 0 points Most recent by Quicken Alyssa March 12Download, Add/Update Accounts (Windows)
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  account security price import from a CSV file stopped working

  Answered Closed AlanCF 135 views 4 comments 0 points Most recent by Quicken Anja March 12Errors and Troubleshooting (Mac)
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  Cash transactions not available in IRA accounts (Single Mutual Fund = NO)

  Answered Closed jhg 80 views 1 comment 0 points Most recent by Tom Young March 12Investing (Windows)
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  Recording shares in a new investment

  Closed QuickPeter 110 views 4 comments 0 points Most recent by QuickPeter March 12Investing (Mac)
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  US Bank - US Bankcord Advisors issue

  Closed AllanM 542 views 16 comments 0 points Most recent by AllanM March 11Download, Add/Update Accounts (Windows)
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  Ability to transfer cross- or multi-listed stocks directly between accounts

  Closed tmuirhead 57 views 1 comment 1 point Most recent by Chris_QPW March 10Investing (Windows)
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  Fidelity HSA - No Downloaded Transactions

  Closed System 45 views 2 comments 0 points Most recent by Quicken Laura March 10Errors and Troubleshooting (Windows)
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  Merrill Lynch - Investment Account incorrect cash balance

  Closed gabes 199 views 6 comments 0 points Most recent by Quicken Laura March 10Errors and Troubleshooting (Mac)
• 
  Fidelity download issues 3-3-26

  Closed berryjt 661 views 16 comments 1 point Most recent by TiH March 10Investing (Windows)
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  Need help changing to one-step update for Merrill Lynch bank accounts

  Closed Bill Gulledge 302 views 10 comments 0 points Most recent by Quicken Kristina March 9Download, Add/Update Accounts (Windows)
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  Unable to enter investment transaction / Quicken version R66-26

  Answered Closed Ram 54 views 1 comment 0 points Most recent by Quicken Laura March 9Using Quicken on the Web
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  Certificate of Deposit Maturity

  Closed Retired Banker 58 views 2 comments 1 point Most recent by Retired Banker March 9Investing (Windows)
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  Case Number Ticket ID Ticket ID":"12003415 - THIS PROBLEM HAS NOT BEEN FIXED

  Closed dsclove 68 views 2 comments 0 points Most recent by Quicken Kristina March 8Download, Add/Update Accounts (Mac)
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  Any ETA on resolution of CC-601 Error with Fidelity accounts/

  Answered Closed NiralS 105 views 1 comment 0 points Most recent by NotACPA March 8Download, Add/Update Accounts (Windows)
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  Fidelity Stopped updating

  Closed ejvette1998 54 views 1 comment 0 points Most recent by Quicken Alyssa March 8Download, Add/Update Accounts (Windows)
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  CC-601 on all Fidelity accounts + CC-800 on US Bank and Chase accounts

  Closed Mike129 353 views 6 comments 1 point Most recent by Quicken Kristina March 7Errors and Troubleshooting (Windows)
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  Portfolio X-Ray not recognizing ETF stock funds

  Answered ✓ Closed Langston Holland 3.1K views 81 comments 2 points Most recent by Jim_Harman March 7Investing (Windows)
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  Add number of shares to Security List

  Reviewed Rocket J Squirrel 202 views 10 comments 21 points Most recent by unknown March 5Investments
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  How to add a 401K account portion that is not based on ticker

  Answered cfauvel 277 views 7 comments 0 points Most recent by Quicken Laura March 5Investing (Windows)
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  Fidelity Cash Management account not showing up

  Answered Closed Avi Dee 652 views 7 comments 0 points Most recent by Stephen Fox March 4Download, Add/Update Accounts (Mac)
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  Merrill Lynch transactions downloading as "Null"

  Closed System 129 views 7 comments 0 points Most recent by Quicken Kristina March 3Registers & Transactions (Windows)
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  Why is Quicken for Mac not syncing with Fidelity Investments?

  Answered Closed LLM 204 views 4 comments 0 points Most recent by Quicken Kristina March 3Download, Add/Update Accounts (Mac)
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  Incorrect cash balance for an investment account in the register

  Closed Vlad Kaplan 543 views 6 comments 0 points Most recent by Quicken Kristina March 2Investing (Windows)