Investments

Discussion List

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  Employee Stock Ownership Plan (Private company)

  Answered munch008 16 views 1 comment 0 points Most recent by Tom Young November 9Investing (Windows)
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  How is investment return calculated?

  Answered sneff30 90 views 7 comments 0 points Most recent by Chris_QPW November 9Investing (Mac)
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  Recording Dupont Spinoff

  crwalejr 962 views 8 comments 0 points Most recent by tvicki November 9Investing (Windows)
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  Cannot get cash balance to reconcile/show accurately (Fidelity)

  Charles Farnell 74 views 5 comments 0 points Most recent by Quicken Alyssa November 9Registers & Transactions (Windows)
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  I am trying to connect my merrill lynch 401K with Quicken

  Answered joan7910 1.7K views 66 comments 0 points Most recent by Chris_QPW November 9Download, Add/Update Accounts (Windows)
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  Fidelity not updating

  sycamore1234 149 views 10 comments 0 points Most recent by Quicken Alyssa November 9Errors and Troubleshooting (Mac)
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  fidelity investments accounts still showing shares held instead of cash

  Answered rayseidlinger 95 views 11 comments 0 points Most recent by Quicken Kristina November 9Registers & Transactions (Windows)
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  Current Fidelity Instructions

  Answered Bob@45 160 views 9 comments 0 points Most recent by Quicken Kristina November 8Download, Add/Update Accounts (Windows)
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  zzz-fidelity account appeared after migration [Edited]

  aboxbaum 64 views 3 comments 0 points Most recent by Quicken Kristina November 8Download, Add/Update Accounts (Windows)
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  Fidelity EWC+ reinvested month end dividends handled wrong

  Answered leishirsute 638 views 39 comments 0 points Most recent by Quicken Kristina November 8Download, Add/Update Accounts (Windows)
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  Fidelity Investments

  Sparky8652 31 views 3 comments 0 points Most recent by Quicken Anja November 8Download, Add/Update Accounts (Mac)
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  Fidelity Investments no longer downloading transaction data

  Answered Nick_Quick 1K views 51 comments 2 points Most recent by Quicken Kristina November 8Investing (Mac)
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  Fidelity non-qualified plan fund sales downloaded as withdrawals and missing info

  System 12 views 2 comments 0 points Most recent by Quicken Kristina November 8Download, Add/Update Accounts (Windows)
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  Fidelity NetBenefits transaction posted to Janus account

  System 14 views 2 comments 0 points Most recent by Quicken Kristina November 8Errors and Troubleshooting (Windows)
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  ONGOING! 11/8/25 Charles Schwab Bank - Web Connect bid Discontinued

  Quicken Kristina 464 views 2 comments 1 point Most recent by Quicken Kristina November 8Alerts, Online Banking & Known Product Issues
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  Fidelity HSA not downloading transactions

  rskurato 173 views 7 comments 1 point Most recent by James White November 8Download, Add/Update Accounts (Windows)
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  Fidelity Accounts have to reconnect with each new Quicken Mac session

  1954 16 views 1 comment 0 points Most recent by Quicken Kristina November 7Download, Add/Update Accounts (Mac)
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  Quicken mischaracterizing Fidelity NetBenefits 401(k) loan repayments

  Jimal 9 views 1 comment 0 points Most recent by Quicken Kristina November 7Download, Add/Update Accounts (Mac)
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  Autoreconcile works until it doesn't (Q Mac)

  dan.greenberg.ct 126 views 11 comments 0 points Most recent by Quicken Kristina November 7Errors and Troubleshooting (Mac)
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  Schwab cc-800

  jtawil777 81 views 12 comments 0 points Most recent by Quicken Kristina November 7Download, Add/Update Accounts (Windows)
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  Wells Fargo Advisors won't download transations

  mhsherman461 97 views 12 comments 0 points Most recent by Quicken Kristina November 7Download, Add/Update Accounts (Windows)
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  Fidelity transactions not downloading (QWin)

  System 272 views 15 comments 0 points Most recent by Quicken Kristina November 7Download, Add/Update Accounts (Windows)
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  Merrill Lynch Investments does not update – NO ERROR CODE

  mvwabc 47 views 3 comments 0 points Most recent by Quicken Kristina November 7Errors and Troubleshooting (Windows)
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  New Stock Purchase Does Not Allow Funding Account (Q Mac)

  bill.fry 18 views 2 comments 0 points Most recent by Jon November 7Investing (Mac)
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  Merrill Lynch Reinvestments

  GTmem 207 views 23 comments 0 points Most recent by SomebodyInGNV November 7Download, Add/Update Accounts (Windows)
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  Fidelity DC to EWC+ transition - what's the latest?

  Answered egoldwater 224 views 10 comments 0 points Most recent by pablomiller November 6Download, Add/Update Accounts (Windows)
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  Fidelity updates create new securities

  Answered andy 27 views 3 comments 0 points Most recent by John_in_NC November 6Download, Add/Update Accounts (Mac)
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  Fidelity Error CC-501 now Error CC-506

  tellis32 47 views 3 comments 0 points Most recent by Quicken Alyssa November 6Download, Add/Update Accounts (Windows)
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  Fidelity NetBenefits not downloading Complete - Positions and Transactions.

  Ducati 41 views 1 comment 0 points Most recent by Quicken Alyssa November 6Download, Add/Update Accounts (Windows)
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  Quicken - A Fidelty Download Problem -- Mac

  gwpotter 36 views 3 comments 0 points Most recent by gwpotter November 6Registers & Transactions (Mac)