Investments

Discussion List

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  Current Fidelity Instructions

  Answered Closed Bob@45 450 views 9 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  zzz-fidelity account appeared after migration [Edited]

  Closed aboxbaum 95 views 3 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  Fidelity non-qualified plan fund sales downloaded as withdrawals and missing info

  Closed System 14 views 2 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  Fidelity NetBenefits transaction posted to Janus account

  Closed System 15 views 2 comments 0 points Most recent by Quicken Kristina November 2025Errors and Troubleshooting (Windows)
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  Schwab cc-800

  Closed jtawil777 141 views 12 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  Wells Fargo Advisors won't download transations

  Closed mhsherman461 356 views 12 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  Quicken/Fidelity Link wants to link existing Brokerage accounts as checking through online set up

  Closed Dennis Nelson 272 views 8 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  Fidelity transactions not downloading (QWin)

  Closed System 393 views 15 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  Merrill Lynch Investments does not update – NO ERROR CODE

  Closed mvwabc 115 views 3 comments 0 points Most recent by Quicken Kristina November 2025Errors and Troubleshooting (Windows)
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  New Stock Purchase Does Not Allow Funding Account (Q Mac)

  Closed bill.fry 19 views 2 comments 0 points Most recent by Jon November 2025Investing (Mac)
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  Merrill Lynch Reinvestments

  Closed GTmem 368 views 23 comments 0 points Most recent by SomebodyInGNV November 2025Download, Add/Update Accounts (Windows)
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  Fidelity Error CC-501 now Error CC-506

  Closed tellis32 125 views 3 comments 0 points Most recent by Quicken Alyssa November 2025Download, Add/Update Accounts (Windows)
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  Fidelity NetBenefits not downloading Complete - Positions and Transactions.

  Closed Ducati 56 views 1 comment 0 points Most recent by Quicken Alyssa November 2025Download, Add/Update Accounts (Windows)
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  Getting Old Duplicate Transactions with Fidelity

  Closed BarryMo 11 views 1 comment 0 points Most recent by Quicken Alyssa November 2025Download, Add/Update Accounts (Windows)
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  Charles Schwab not downloading?

  Answered Closed VOODIA 370 views 5 comments 2 points Most recent by Quicken Alyssa November 2025Download, Add/Update Accounts (Windows)
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  New Fidelity Connection Method - Service Unavailable message [Edited]

  Answered Closed CharlieG 1.1K views 40 comments 2 points Most recent by smess November 2025Download, Add/Update Accounts (Windows)
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  During Fidelity Download, PREVIOUSLY entered transactions are lost

  Closed rwaynerogers 88 views 7 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  Downloading Fidelity Brokerage accounts

  Closed Cathy Diotte Scott 513 views 13 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  BNY Mellon not downloading since saturday

  Closed misterconcrete 671 views 30 comments 0 points Most recent by Quicken Anja November 2025Errors and Troubleshooting (Windows)
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  Download window blank after updating prices from Fidelity

  Closed EvDob 99 views 11 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  Investing Tab Portfolio View Not Displaying Dividends For Mutual Funds

  Closed ksdeuser@ 95 views 7 comments 0 points Most recent by q_lurker November 2025Investing (Windows)