Investments

Discussion List

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  Charles Schwab 401k

  Closed Scott 153 views 5 comments 0 points Most recent by Scott December 2025Download, Add/Update Accounts (Windows)
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  Schwab Retirement Services

  Closed carlyn.irwin 21 views 1 comment 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
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  Still unable to connect Fidelity CMA account

  Closed System 207 views 4 comments 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
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  Fidelity money market fund redemption transactions missing from IRA

  Closed EvDob 430 views 22 comments 1 point Most recent by Toolworker December 2025Download, Add/Update Accounts (Windows)
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  Fidelity transactions downloading, but missing information

  System 11 views 3 comments 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
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  FIDELITY CRYPTO ROTH ACCOUNT

  Closed PERSUASION-STX 62 views 1 comment 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
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  Quicken can't find a CD at my credit union

  Closed lmacmil 22 views 3 comments 0 points Most recent by Quicken Alyssa December 2025Errors and Troubleshooting (Windows)
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  Downloading detailed Investment transactions

  Closed MacRon14 44 views 1 comment 1 point Most recent by jacobs December 2025Investing (Mac)
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  Importing Investment .csv Files Is Not Reliable

  Closed ChrisP. 778 views 17 comments 0 points Most recent by Quicken Kristina December 2025Investing (Windows)
• 
  Solution to Fidelity not downloading all transactions into Quicken

  Closed Gary Lucido 1.2K views 6 comments 2 points Most recent by marcaronson408 December 2025Investing (Windows)
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  EWC+ runs and fails to download transactions from Merrill.

  Closed Twoputt. 41 views 3 comments 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
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  Merrill Lynch - Cash & Sweep Accounts never balance properly

  Closed mccardc 11 views 1 comment 0 points Most recent by gabes December 2025Investing (Windows)
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  Unable to add Raymond James Accounts where the last 4 characters contain a letter

  Closed mlurie 124 views 1 comment 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
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  New QMac User - Ready to Try Investments But They're Fidelity - Should I Wait?

  Closed qwyattguy 153 views 11 comments 0 points Most recent by Gary Breitbord December 2025Investing (Mac)
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  Fidelity 401K downloading the same security for every transaction

  Closed jameswolfe8561 41 views 3 comments 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
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  CC-501 trying to setup TreasuryDirect (reopened, still not fixed)

  Closed jbowler 61 views 3 comments 1 point Most recent by DPW-CT December 2025Paying Bills, Online Billers & Reminders (Windows)
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  5

  Up
  Add Roth Conversion Estimator

  Reviewed CowboyNav1 83 views 5 comments 5 points Most recent by CowboyNav1 December 2025Product Enhancements
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  How to record advisor fees in quicken for Mac to impact Rate of return

  Answered Closed Qkndufus 83 views 4 comments 0 points Most recent by Jon December 2025Investing (Mac)
• 
  My error please ignore

  Closed Jeff Bean 11 views 1 comment 0 points Most recent by Quicken Alyssa December 2025Download, Add/Update Accounts (Windows)
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  Fidelity not downloading transactions

  Closed Ghawkeswood 373 views 15 comments 0 points Most recent by 12Fairmount+ December 2025Download, Add/Update Accounts (Windows)
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  Fidelity Investments no longer downloading transaction data

  Answered Closed Nick_Quick 1.6K views 53 comments 2 points Most recent by Nick_Quick December 2025Investing (Mac)
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  Fidelity Investments - linked checking account not updating [Edited]

  Answered Closed A good dane 72 views 1 comment 0 points Most recent by recursor1 December 2025Download, Add/Update Accounts (Windows)