Investments

Discussion List

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  Fidelity transaction sign errors

  Closed EvDob 154 views 10 comments 0 points Most recent by Quicken Kristina November 2025Errors and Troubleshooting (Windows)
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  Any support for downloading from Webull?

  Answered Closed MichaelCortese 73 views 1 comment 1 point Most recent by Quicken Alyssa November 2025Download, Add/Update Accounts (Windows)
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  Can't Connect to Fidelity

  Closed CPFinance$ 135 views 3 comments 0 points Most recent by Quicken Alyssa November 2025Download, Add/Update Accounts (Windows)
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  Is cash handling in a Fidelity brokerage account part of the Fidelity issues I see posted?

  Answered Closed Dennis6@ 2.4K views 55 comments 0 points Most recent by ha_amin November 2025Investing (Windows)
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  Fidelity Incorrect Balances

  Closed System 51 views 4 comments 0 points Most recent by Quicken Alyssa November 2025Registers & Transactions (Mac)
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  Can you have 2 copies of Quicken use EWC+ on same institution?

  Closed qudtp 154 views 10 comments 0 points Most recent by Chris_QPW November 2025Download, Add/Update Accounts (Windows)
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  Fidelity account will not download sale of FZDXX when sold

  Closed Dennis Nelson 82 views 4 comments 0 points Most recent by Quicken Alyssa November 2025Investing (Windows)
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  New Major Bug That Scares Me: Quote Price on Lots Incorrect

  Answered Closed recursor1 77 views 5 comments 0 points Most recent by Quicken Alyssa November 2025Errors and Troubleshooting (Windows)
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  Ascensus connectivity issue

  Closed MSStateDawg 87 views 1 comment 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  Share Transfer between Fidelity Accounts Mishandled

  Closed SeaSilver8 106 views 8 comments 0 points Most recent by jersey42 November 2025Download, Add/Update Accounts (Windows)
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  Sudden change of investment acc. to simplified view, Restore detailed view account data from backup?

  Answered Closed BlueTurtleJR 67 views 4 comments 0 points Most recent by Quicken Alyssa November 2025Download, Add/Update Accounts (Windows)
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  Cash balance in investment account out of sync - Fidelity

  Closed Jeff2056 103 views 5 comments 0 points Most recent by Quicken Alyssa November 2025Registers & Transactions (Windows)
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  Restoring a backup does not redownload transactions for Fidelity linked cash account

  Closed leishirsute 67 views 7 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  Update on Vanguard moving from Direct Connect to EWC+?

  Closed hansenb40 113 views 3 comments 0 points Most recent by hansenb40 November 2025Download, Add/Update Accounts (Windows)
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  Logarithmic y-axis on investment plots?

  Reviewed rjbailey_95066 12 views 0 comments 2 points Most recent by rjbailey_95066 November 2025Investments
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  Fidelity Reauthorization

  Closed Lasleyma 477 views 15 comments 0 points Most recent by briankelly November 2025Download, Add/Update Accounts (Windows)
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  Quicken classic for Mac did not load any transaction from Fidelity today

  Answered Closed Ajay Birla 22 views 2 comments 0 points Most recent by Quicken Kristina November 2025Registers & Transactions (Mac)
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  Bug with Memorized Payees and Investments

  Closed MGSaeba 31 views 3 comments 1 point Most recent by Jim_Harman November 2025Errors and Troubleshooting (Windows)
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  How to Merge Securities in Quicken Classic for Windows

  Closed aDail 232 views 3 comments 0 points Most recent by aDail October 2025Investing (Windows)
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  Fidelity updates still not working, after deactivate/set-up

  Closed Scott Wieder 72 views 3 comments 0 points Most recent by Quicken Kristina October 2025Errors and Troubleshooting (Windows)
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  NetxInvestor / Pershing Automatic Account Update

  Answered Closed JP McClernon 108 views 3 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  Unable to Connect to Fidelity NetBenefits

  Closed System 174 views 9 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  Fidelity connection migration issue

  Closed StephenCO 143 views 6 comments 0 points Most recent by Jon October 2025Investing (Mac)
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  Fidelity Transactions Still Not Being Dowloaded

  Closed pistolpete 61 views 3 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)