Investments

Discussion List

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  Investing - Dividend and Capital Gains Distributions

  Reviewed Froemelt 15 views 0 comments 1 point Most recent by Froemelt November 2025Investments
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  Fidelity not Downloading Investment Transactions (yet again!)

  Closed jcoley2 510 views 16 comments 0 points Most recent by Quicken Kristina November 2025Investing (Windows)
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  Portfolio X-Ray

  Closed Skylar 43 views 1 comment 0 points Most recent by Quicken Anja November 2025Investing (Windows)
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  Fidelity "The page you requested is currently unavailable. Please try again later" error

  Closed System 99 views 8 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  Cash Balance in Fidelity CMA-linked Brokerage Account Incorrect

  Closed apodsim 104 views 4 comments 0 points Most recent by alicephilhamiltom November 2025Download, Add/Update Accounts (Windows)
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  Investment Target Price

  Reviewed jon_crawford 15 views 0 comments 1 point Most recent by jon_crawford November 2025Investments
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  Fidelity not downloading quotes again for 401k

  Closed rskurato 139 views 10 comments 0 points Most recent by Quicken Alyssa November 2025Investing (Windows)
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  Entered transaction does not show up - Fidelity

  Closed bassemir 99 views 7 comments 0 points Most recent by Quicken Anja November 2025Errors and Troubleshooting (Windows)
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  Batch editing transactions with filters

  Answered Closed HowardSpindel 36 views 2 comments 0 points Most recent by UKR November 2025Investing (Windows)
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  Voya Institution Plan Integration

  Answered Closed gtamm 36 views 3 comments 0 points Most recent by Quicken Alyssa November 2025Errors and Troubleshooting (Windows)
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  Unable to sell SPAXX shares

  Answered Closed Timothy Bohn 329 views 7 comments 1 point Most recent by Paul17 November 2025Download, Add/Update Accounts (Windows)
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  OSU Issues/Error CC-501

  Answered Closed IowaMC60 3.4K views 179 comments 2 points Most recent by unosan November 2025Download, Add/Update Accounts (Windows)
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  How can I get my Fidelity Accounts to display the transactions register?

  Closed robert W 34 views 3 comments 0 points Most recent by Quicken Alyssa November 2025Registers & Transactions (Windows)
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  Shares Transferred Between Accounts Errors

  Closed MangoMan 61 views 3 comments 0 points Most recent by MangoMan November 2025Registers & Transactions (Windows)
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  Fidelity cash sweep account interest does not change cash balance in Quicken

  Closed Steve Huston 119 views 4 comments 0 points Most recent by Ray November 2025Investing (Windows)
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  Fidelity cc 506 error

  Closed kmagnush 183 views 9 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  Tags for Investment transactions

  Reviewed acs2 45 views 2 comments 3 points Most recent by acs2 November 2025Manage Accounts and Transactions
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  Fidelity download share balance error

  Closed Bob@45 133 views 10 comments 0 points Most recent by Bob@45 November 2025Download, Add/Update Accounts (Windows)
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  Re: Quicken updating with incorrect stock quotes

  Closed mxbishop 23 views 1 comment 1 point Most recent by Quicken Alyssa November 2025Download, Add/Update Accounts (Windows)
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  After Rebalancing 401k, Quicken displaying Incorrect Account Balance

  Closed David Green 137 views 8 comments 0 points Most recent by EvDob November 2025Download, Add/Update Accounts (Windows)
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  Reconciling JP Morgan Investment Accounts

  Closed GaryD 13 views 2 comments 0 points Most recent by Chris_QPW November 2025Investing (Mac)
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  Fidelity Investments - Dividend transactions for Foreign Stocks are not being automatically recorded

  Closed pcg_quick 711 views 40 comments 1 point Most recent by Chris_QPW November 2025Investing (Windows)
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  Brokerage account missing transaction on web and mobile apps

  Reviewed MichaelDMcClure 18 views 1 comment 2 points Most recent by Chris_QPW November 2025Ideas for Mobile
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  Fidelity Brokerage Account Transaction Categorization

  Closed apodsim 25 views 1 comment 0 points Most recent by Quicken Kristina November 2025Investing (Windows)
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  How is investment return calculated?

  Answered Closed sneff30 105 views 7 comments 0 points Most recent by Chris_QPW November 2025Investing (Mac)
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  Cannot get cash balance to reconcile/show accurately (Fidelity)

  Closed Charles Farnell 107 views 5 comments 0 points Most recent by Quicken Alyssa November 2025Registers & Transactions (Windows)
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  fidelity investments accounts still showing shares held instead of cash

  Answered Closed rayseidlinger 155 views 11 comments 0 points Most recent by Quicken Kristina November 2025Registers & Transactions (Windows)