Investments

Capital Gains report is not automatically updating when Security is added

jmaino 93 views 3 comments 0 points Most recent by Quicken Kristina October 11Reports (Windows)

Has the issue with incorrect security lots been fixed in recent releases? [Edited]

Pacoinconn 187 views 5 comments 0 points Most recent by Quicken Kristina October 11Investing (Windows)

1

New Field - Investment Strategy

Reviewed fciani 186 views 12 comments 1 point Most recent by Quicken Levetta October 11Investments

Does TastyTrade offer Direct Connect?

Answered jsclark 110 views 5 comments 0 points Most recent by Boatnmaniac October 10Download, Add/Update Accounts (Windows)

ONEOK INC Merger Security Exchange - FALCON TOPCO INC

wdnkl 157 views 9 comments 0 points Most recent by wdnkl October 10Investing (Windows)

Fidelity CMA Still Downloads 2 Transactions Buy or Sell with MMF treated as Cash

golferddh 120 views 4 comments 0 points Most recent by Quicken Kristina October 10Download, Add/Update Accounts (Mac)

Can't find the correct connection option for my Voya account

System 48 views 3 comments 0 points Most recent by Quicken Kristina October 10Download, Add/Update Accounts (Windows)

Schwab SPI (Personal/Direct Investing Accounts)

krose 47 views 1 comment 0 points Most recent by Quicken Carlos October 10Investing (Windows)

Stock Lot Details in “Holdings” view showing incorrect info

G_raffe 335 views 12 comments 0 points Most recent by 1994 October 10Errors and Troubleshooting (Windows)

MORNING STAR no longer works

Answered Ken267 129 views 7 comments 0 points Most recent by Quicken Kristina October 10Investing (Windows)

Investment Account Download Data Errors

Zxg789** 36 views 1 comment 0 points Most recent by Quicken Kristina October 9Download, Add/Update Accounts (Mac)

Fidelity Investment Account Mutual funds transitioned to CIT and unable to reconcile on Mac subscrip

Answered Elizabeth3192 56 views 1 comment 0 points Most recent by Quicken Kristina October 9Download, Add/Update Accounts (Mac)

Cash Balances are wrong in my investment accounts downloaded from Ameriprise FInancial

Answered ✓ JROMANO100 86 views 1 comment 0 points Most recent by Quicken Kristina October 9Download, Add/Update Accounts (Mac)

Unable to add Fidelity account, seeing "Sign in to Fidelity Investments failed. Try again." error

Answered Howard Hoffman 239 views 7 comments 0 points Most recent by Quicken Kristina October 9Investing (Windows)

Investment Screen View

Robert Armani 48 views 1 comment 0 points Most recent by Sceptic October 9Investing (Windows)

2

Net Amount Invested

Reviewed loukas 57 views 2 comments 2 points Most recent by Jim_Harman October 8Investments

1

Need Improvements and Contingency For Options and downloads because of ISSUES.

Reviewed BRETTB 44 views 1 comment 1 point Most recent by Quicken Alyssa October 8Investments

Cannot add E-trade account - sign-in form does not open in browser

madbrain 180 views 7 comments 0 points Most recent by Quicken Laura October 8Download, Add/Update Accounts (Windows)

Transfer of MM shares between Fido Accts not showing up

Sharkbait 64 views 1 comment 0 points Most recent by Quicken Laura October 8Errors and Troubleshooting (Mac)

American Century Investments won't add or activate one step update

deliusfan 70 views 3 comments 0 points Most recent by Quicken Laura October 8Errors and Troubleshooting (Windows)

1099-R Investment Account Withdrawals and Transfers not showing in Tax Reports or Tax Planner

Closed LearPilot714 154 views 5 comments 0 points Most recent by Quicken Alyssa October 8Reports (Windows)

Verify Cash Value Bug

tkstaple 458 views 24 comments 1 point Most recent by tkstaple October 7Errors and Troubleshooting (Windows)

Issue with downloading LPL Stock Updates

Answered MB_2026 108 views 5 comments 0 points Most recent by Quicken Laura October 7Investing (Windows)

7

Allow cash management accounts to have an Account Intent of Checking or Savings

Reviewed BrittMayo 1K views 39 comments 7 points Most recent by BrittMayo October 7Product Enhancements

Express Connect Plus + I have 8 EWC+ Investment accounts at Fidelity Investments.

Answered bizzybill 83 views 2 comments 0 points Most recent by LtColDave October 7Investing (Windows)

How to connect to a new Osaic eQuipt Pershing investment account?

Answered churchid 104 views 3 comments 0 points Most recent by Boatnmaniac October 6Download, Add/Update Accounts (Windows)

State Employees Credit Union - NC: A previously linked IRA account no longer links.

System 451 views 22 comments 0 points Most recent by CJ1215 October 6Download, Add/Update Accounts (Windows)

Brokerage account being transferred to an existing brokerage

Gary R 88 views 4 comments 0 points Most recent by Gary R October 6Investing (Windows)

Bonds & CDs don't show properly in Portfolio X-Ray

System 103 views 4 comments 0 points Most recent by Quicken Kristina October 5Investing (Windows)

Investments

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