Investments

Discussion List

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  new method direct connect to merrill lynch from quicken windows

  Closed Dennis Freeman 494 views 11 comments 0 points Most recent by Quicken Kristina September 2025Download, Add/Update Accounts (Windows)
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  Fund Name Mismatch - How Not to Lose Price History

  Closed kleinfelter 31 views 3 comments 0 points Most recent by Jim_Harman September 2025Investing (Windows)
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  R 64.19 Morningstar X-Ray

  Closed Bob_L 111 views 6 comments 0 points Most recent by Michael Reavell September 2025Investing (Windows)
• 
  Financial institution connection update and zzz meaning.

  Answered ✓ Closed Tony Luers 121 views 3 comments 1 point Most recent by NotACPA September 2025Download, Add/Update Accounts (Windows)
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  Incorrect account balance in investment performance report

  Closed MikeC331 42 views 2 comments 0 points Most recent by MikeC331 September 2025Investing (Windows)
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  Merrill lynch reauthorization message - keeps showing up for margin account

  Closed MG99 41 views 3 comments 0 points Most recent by Quicken Alyssa September 2025Errors and Troubleshooting (Windows)
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  Merged: Continuing issues with Fidelity

  Closed Tammy Van Buren 101 views 0 comments 0 points Most recent by Lew September 2025Errors and Troubleshooting (Windows)
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  Propose Automatic New or Matching Security in Investment Register

  Reviewed SeaStar 22 views 1 comment 1 point Most recent by Chris_QPW September 2025Investments
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  Move Minimum Gain Button to Earlier Screen or Make a Preference

  Reviewed ebrooks999 21 views 0 comments 1 point Most recent by ebrooks999 September 2025Investments
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  Errors with updating Fidelity Accounts CC-800

  Answered Closed eurogenes 61 views 1 comment 0 points Most recent by Quicken Anja September 2025Download, Add/Update Accounts (Windows)
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  9/24/25 Fidelity Investments - Changes to Money Market/Cash holdings

  Announcement Quicken Anja 3.1K views 0 comments 2 points Most recent by Quicken Anja September 2025Announcements
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  Add stock indices to the aggregated investment view (Q Mac)

  Reviewed J-PH 5 views 0 comments 3 points Most recent by J-PH September 2025Investments
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  Fidelity CD Pricing Dowload Completely Wrong

  Answered Closed DavidS 394 views 17 comments 4 points Most recent by DavidS September 2025Errors and Troubleshooting (Windows)
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  Several "Options" transaction issues

  Closed ljb1493 111 views 7 comments 0 points Most recent by ljb1493 September 2025Investing (Windows)
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  How to record partial Bond Call?

  Closed mikek753b 215 views 18 comments 0 points Most recent by Tom Young September 2025Investing (Windows)
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  Question About Asset Allocation and Expected Return Regarding Bonds

  Answered Closed recursor1 84 views 5 comments 0 points Most recent by recursor1 September 2025Investing (Windows)
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  Vanguard repeatedly asks for reauthorization

  Closed --phantom-- 31 views 2 comments 0 points Most recent by Quicken Kristina September 2025Download, Add/Update Accounts (Mac)
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  Edit/Override security CUSIP ID

  Closed Jeremy Kruse 249 views 7 comments 0 points Most recent by q_lurker September 2025Investing (Windows)
• 
  Missing mutual fund after Fidelity update

  Closed James Tonn 81 views 7 comments 0 points Most recent by Quicken Kristina September 2025Investing (Mac)
• 
  Is there a change to Fidelity NetBenefits downloading?

  Answered ✓ Closed AgBrewer97 2.4K views 33 comments 0 points Most recent by kayak September 2025Download, Add/Update Accounts (Windows)
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  Total Value in Investing tab is wrong; Accounts value (left column) is correct

  Closed MPS 11 views 2 comments 0 points Most recent by MPS September 2025Investing (Windows)
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  Fidelity Investment Reauthorizing Accounts

  Closed RobFS 31 views 1 comment 0 points Most recent by Quicken Alyssa September 2025Errors and Troubleshooting (Windows)
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  Since Sept 21 update, Fidelity balance is off

  Closed Lou Meyer 21 views 0 comments 0 points Most recent by Lou Meyer September 2025Investing (Windows)
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  New Quicken Connection with Fidelity treats FZDXX as both Money Market & Cash

  Closed udechwordiEr 292 views 8 comments 0 points Most recent by Quicken Kristina September 2025Investing (Mac)
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  Will Merrill Lynch QFX Work After the Mandatory Cutover to EWC+?

  Closed mrzookie 21 views 3 comments 0 points Most recent by Quicken Kristina September 2025Download, Add/Update Accounts (Windows)
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  sidebar incorrect, fidelity

  Answered Closed kev25865 21 views 1 comment 0 points Most recent by Quicken Kristina September 2025Investing (Mac)
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  Portfolio for Fidelity shows a stock I no longer have [Edited]

  Answered Closed markrich21 58 views 1 comment 0 points Most recent by Quicken Kristina September 2025Registers & Transactions (Mac)
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  Fidelity EWC+ conversion - which account for core MMF selection pop-up?

  Answered Closed leishirsute 132 views 9 comments 0 points Most recent by Quicken Kristina September 2025Download, Add/Update Accounts (Windows)
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  2 Windows computers connected to Fidelity, one more accurate than the other [Edited]

  Closed traderbrian 41 views 3 comments 0 points Most recent by Quicken Kristina September 2025File Conversion and Backup (Windows)
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  Securities Value incorrect after importing

  Answered Closed SilverEagle 93 views 7 comments 0 points Most recent by Jim_Harman September 2025Investing (Windows)