Investments

Discussion List

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  Whack share price updates over the weekend

  Closed RazorbackRick 152 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 61 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 22 views 2 comments 0 points Most recent by Quicken Kristina January 18Errors and Troubleshooting (Windows)
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  Account update

  Closed cstuart 62 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 26 views 3 comments 0 points Most recent by Quicken Kristina January 18Errors and Troubleshooting (Windows)
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  New Fidelity Connection Method problems

  Closed pauljasmine 43 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 43 views 2 comments 0 points Most recent by Quicken Kristina January 18Errors and Troubleshooting (Mac)
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  Download shows cash deducted from Fidelity Money Account. This did not happed

  Answered Closed Charles E. Ritter 22 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 54 views 3 comments 0 points Most recent by Quicken Kristina January 18Errors and Troubleshooting (Windows)
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  Downloads from LPL stopped working

  Answered Closed wjcaldwell 167 views 4 comments 0 points Most recent by Quicken Kristina January 18Errors and Troubleshooting (Windows)
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  Reverse stock split with new stock in lieu of cash

  Closed Bruce on Molokai 165 views 3 comments 0 points Most recent by q_lurker January 18Investing (Windows)
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  Edward Jones tracking method changed

  Closed System 24 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 495 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 53 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 53 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 171 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 83 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 127 views 7 comments 0 points Most recent by Brian McDonald January 17Investing (Windows)
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  How to best set up single immediate premium joint annuity

  Answered Closed MollyG 44 views 1 comment 0 points Most recent by NotACPA January 16Investing (Windows)
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  Reconcile Shares producing blank report

  Closed Curtis Browne 22 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 233 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)
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  Missing Button in Investment pop-up window

  Closed psobilo 217 views 13 comments 0 points Most recent by psobilo January 15Investing (Windows)
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  Fidelity Issues - missing purchase transactions in 401k/403b accounts

  Closed Hawkins1 105 views 3 comments 0 points Most recent by Quicken Alyssa January 15Errors and Troubleshooting (Windows)
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  Cash Transfer between IRA Accounts

  Closed SeaStar 105 views 2 comments 0 points Most recent by mshiggins January 14Investing (Windows)
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  Fidelity IRA Transactions Downloading Incorrectly (Double Withdrawal Issue)

  Closed System 134 views 11 comments 0 points Most recent by Boatnmaniac January 13Investing (Windows)
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  Investing Stock Prices Update for ZSP (BMO S&P 500 Index Series Units ETF)

  Closed Scouter_Don 21 views 1 comment 0 points Most recent by Quicken Kristina January 13Investing (Windows)
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  Fidelity EWC+ Brokerage Securities Sales Not Showing [Edited]

  Answered Closed Wize 315 views 17 comments 0 points Most recent by Boatnmaniac January 13Registers & Transactions (Windows)
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  How make adjustments per lot for Company Spin Off

  Closed tim.rohrer1 98 views 3 comments 0 points Most recent by Quicken Kristina January 13Investing (Mac)
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  Random errors in cash amounts for Fidelity money market funds in investment accounts

  Closed shtevie 113 views 6 comments 0 points Most recent by Quicken Kristina January 13Errors and Troubleshooting (Windows)