Investments

Discussion List

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  Persistent issues with Fidelity NetBenefits since Fall of 2025

  GOBLUE 53 views 3 comments 0 points Most recent by Quicken Kristina March 16Download, Add/Update Accounts (Mac)
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  Periodically, downloading from Schwab and bank accounts stops working [Edited]

  Answered rama23 38 views 3 comments 0 points Most recent by Quicken Kristina March 16Download, Add/Update Accounts (Windows)
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  Fidelity Investments has made changes to the way it shares money market/cash transactional informati

  FEC 274 views 18 comments 0 points Most recent by Quicken Kristina March 16Investing (Windows)
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  Added a Fidelity investment account

  Answered arauseo 21 views 2 comments 0 points Most recent by Quicken Kristina March 16Download, Add/Update Accounts (Windows)
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  Fidelity investments double downloading transactions

  System 33 views 3 comments 0 points Most recent by Quicken Kristina March 16Download, Add/Update Accounts (Windows)
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  Fidelity authorization prompt results in a duplicate account [Edited]

  RyanJeff 20 views 2 comments 0 points Most recent by Quicken Kristina March 16Download, Add/Update Accounts (Windows)
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  How do I fix a single Schwab Account that will sync with Quicken Classic Deluxe for Mac only once?

  Answered Micro151 24 views 2 comments 0 points Most recent by Quicken Kristina March 16Errors and Troubleshooting (Mac)
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  One EFT (GOVT) not updating regularly

  foursix 5 views 3 comments 0 points Most recent by Quicken Kristina March 16Download, Add/Update Accounts (Mac)
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  Fidelity Roth IRA account shows cash that I don't have

  Lpowell 30 views 4 comments 0 points Most recent by Quicken Kristina March 16Download, Add/Update Accounts (Mac)
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  Custom Asset Class Not Appearing on Asset Allocation Chart

  richradi 30 views 3 comments 0 points Most recent by Quicken Kristina March 16Investing (Windows)
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  Mac Quicken/Fidelity Investments Interface

  Sparky8652 54 views 2 comments 1 point Most recent by Quicken Kristina March 16Errors and Troubleshooting (Mac)
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  Issues with Quicken - Transactions vanish, crashing, sync issues [Edited]

  Catchops 40 views 2 comments 0 points Most recent by RalphC March 16Errors and Troubleshooting (Windows)
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  Fidelity Cash Management Account not downloading transactions

  System 11 views 2 comments 0 points Most recent by Quicken Kristina March 15Download, Add/Update Accounts (Windows)
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  Complete Positions to Simple, What now

  Philip107 61 views 5 comments 0 points Most recent by Chris_QPW March 15Investing (Windows)
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  Quicken will not link accounts with Schwab

  Herkdrvr 80 views 9 comments 0 points Most recent by Quicken Kristina March 14Download, Add/Update Accounts (Windows)
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  Unable to update my bond and CD quotes from Fidelity

  System 21 views 2 comments 0 points Most recent by Quicken Kristina March 14Download, Add/Update Accounts (Windows)
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  Why isn't the issue with Portfolio Xray Not Getting More Attention?

  Answered recursor1 54 views 3 comments 0 points Most recent by Quicken Kristina March 14Investing (Windows)
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  Fidelity FZDXX not handled correctly with latest Quicken Classic on Mac version

  britsoftltd 149 views 6 comments 1 point Most recent by Quicken Kristina March 13Errors and Troubleshooting (Mac)
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  Can't treat SWGXX as cash in Schwab brokerage account

  John Ellis 60 views 6 comments 0 points Most recent by Quicken Kristina March 13Download, Add/Update Accounts (Windows)
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  How to add deposit in brokerage account

  Answered wdperkins 36 views 5 comments 0 points Most recent by Quicken Kristina March 13Registers & Transactions (Mac)
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  Unable to link Fidelity account, shows "Don't add to Quicken"

  System 40 views 7 comments 0 points Most recent by Quicken Kristina March 13Download, Add/Update Accounts (Windows)
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  Correcting Price History

  Closed slewkowicz 57 views 4 comments 0 points Most recent by Quicken Anja March 13Investing (Windows)
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  Updates for Fidelity not working

  glennwms 122 views 7 comments 0 points Most recent by Quicken Laura March 12Download, Add/Update Accounts (Windows)
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  Cash in multiple investment accounts incorrectly shown as a separate (same) security

  Answered TJr1971 28 views 1 comment 0 points Most recent by Quicken Laura March 12Investing (Windows)
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  Fidelity Brokerage Accounts Not Updating Since March 2- CC-601

  cliffordsweet 37 views 3 comments 0 points Most recent by Quicken Alyssa March 12Download, Add/Update Accounts (Windows)
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  Let users choose how Money Market transactions are treated

  Reviewed Geobrick 1.6K views 22 comments 35 points Most recent by drjah March 12Manage Accounts and Transactions
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  account security price import from a CSV file stopped working

  Answered AlanCF 29 views 4 comments 0 points Most recent by Quicken Anja March 12Errors and Troubleshooting (Mac)
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  Cash transactions not available in IRA accounts (Single Mutual Fund = NO)

  Answered jhg 34 views 1 comment 0 points Most recent by Tom Young March 12Investing (Windows)
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  Recording shares in a new investment

  QuickPeter 42 views 4 comments 0 points Most recent by QuickPeter March 12Investing (Mac)
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  US Bank - US Bankcord Advisors issue

  AllanM 133 views 16 comments 0 points Most recent by AllanM March 11Download, Add/Update Accounts (Windows)