Investments

Discussion List

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  Tagging Investment Dividend

  Closed MyronD 31 views 2 comments 0 points Most recent by q_lurker January 24Investing (Windows)
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  Fidelity NetBenefits Unidentified Security issue

  Closed System 190 views 3 comments 0 points Most recent by micdif January 24Errors and Troubleshooting (Windows)
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  Mistake to downgrade because of taxes and force to upgrade for balancing

  Closed JD broken heart 11 views 1 comment -1 point Most recent by Quicken Kristina January 24Download, Add/Update Accounts (Windows)
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  Merrill Lynch Transaction Download Missing Some Details

  Closed Loganrun 132 views 9 comments 0 points Most recent by Loganrun January 24Download, Add/Update Accounts (Mac)
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  Bug in Quicken Investing Dashboard - account value/shares doubled in only one account

  Closed akaisth 98 views 5 comments 0 points Most recent by Quicken Kristina January 24Investing (Windows)
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  How to set sweep SWGXX MM Fund as the Cash for Schwab investment account?

  Closed mikek753b 458 views 11 comments 0 points Most recent by mikek753b January 23Errors and Troubleshooting (Windows)
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  Fidelity Funds Mismatch Message of Cash Account

  Answered Closed Bione 12 views 1 comment 0 points Most recent by Quicken Kristina January 23Investing (Windows)
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  Russell 2000 Value ETF (IWN) before markets open up ~35%

  Answered Closed Michael Farley 13 views 1 comment 0 points Most recent by Quicken Kristina January 23Download, Add/Update Accounts (Windows)
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  Schwab Money Market Download issues

  Closed RoatanJim 111 views 5 comments 0 points Most recent by Quicken Kristina January 23Registers & Transactions (Windows)
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  Fidelity NetBenefits and Reinvest Dividends

  Closed John_in_NC 537 views 21 comments 0 points Most recent by Quicken Kristina January 23Investing (Mac)
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  Fidelity erroneous cash balance issue

  Closed System 178 views 7 comments 0 points Most recent by Quicken Kristina January 23Download, Add/Update Accounts (Mac)
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  My previous post was closed, issue not resolved, so reposting to find status

  Closed dsclove 66 views 4 comments 0 points Most recent by NotACPA January 23Download, Add/Update Accounts (Mac)
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  Fidelity issue with Netbenefits/Brokeragelink

  Closed Dan 76 views 3 comments 0 points Most recent by Quicken Kristina January 23Download, Add/Update Accounts (Windows)
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  CLOSED 1/22/26 Charles Schwab Bank - Web Connect bid Discontinued

  Quicken Kristina 968 views 3 comments 1 point Most recent by Quicken Anja January 22Alerts, Online Banking & Known Product Issues
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  Fidelity HSA Download Issue

  Answered Closed pgolda 123 views 3 comments 1 point Most recent by bobandsherry82 January 22Download, Add/Update Accounts (Windows)
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  Fidelity HSA not downloading transactions

  Closed System 223 views 4 comments 0 points Most recent by Quicken Alyssa January 22Download, Add/Update Accounts (Windows)
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  Fidelity HSA Transactions are now downloading Jan 2026

  Closed QWBrad 31 views 1 comment 0 points Most recent by Quicken Alyssa January 22Download, Add/Update Accounts (Windows)
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  Is it Fixed? (No Transactions for Fidelity HSA Accounts (Ticket 11999090))

  Closed rotygolf 62 views 6 comments 0 points Most recent by Quicken Anja January 22Errors and Troubleshooting (Windows)
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  Fidelity HSA not downloading transactions

  Closed rskurato 446 views 14 comments 1 point Most recent by Quicken Anja January 22Download, Add/Update Accounts (Windows)
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  Fidelity HSA Account Not Functional for over 2 months - ETA on Solution?

  Closed Scott413 172 views 2 comments 0 points Most recent by Quicken Anja January 22Download, Add/Update Accounts (Windows)
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  How can I reconcile the securities listed in Quicken with my investment account?

  Answered Closed Chuck56 117 views 5 comments 0 points Most recent by Chuck56 January 22Investing (Windows)
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  Fidelity HSA still not downloading transactions

  Closed Dennis Nelson 93 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 78 views 4 comments 0 points Most recent by leishirsute January 22Download, Add/Update Accounts (Windows)
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  Estimated Income on Portfolio screen from Investing tab

  Answered Closed Gringgo 426 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 720 views 24 comments 0 points Most recent by Geobrick January 22Download, Add/Update Accounts (Windows)
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  Capital Gains Estimator

  Closed MMinderbinder 239 views 12 comments 0 points Most recent by Cyclist January 21Investing (Windows)
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  Fidelity monthly share sales download with generic info

  Closed System 161 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 183 views 11 comments 0 points Most recent by Jon January 20Investing (Mac)