Investments

Migrated Fidelity to new connection and now have duplicate accounts [Edited]

Answered Closed Franklin S. 488 views 18 comments -1 point Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)

fixing fractional share entries created by Quicken

Closed Pacoinconn 257 views 4 comments 0 points Most recent by Pacoinconn November 2025Investing (Windows)

Cash Balance wrong after archiving investment Account

Answered Closed HLT 62 views 2 comments 0 points Most recent by HLT November 2025Investing (Windows)

Employee Stock Ownership Plan (Private company)

Answered Closed munch008 47 views 2 comments 0 points Most recent by munch008 November 2025Investing (Windows)

Fidelity Cash linked account not downloading changes in account

Closed cchinckley9 26 views 1 comment 0 points Most recent by Quicken Kristina November 2025Investing (Windows)

Thank you Pablo G.

Closed Leonard4411 34 views 1 comment 1 point Most recent by Quicken Kristina November 2025Errors and Troubleshooting (Windows)

Stock split pricing goes back 1 full year

Answered Closed msgchef 116 views 5 comments 0 points Most recent by Jon November 2025Investing (Mac)

Duplicates Again (in Fidelity account)

Closed es114 71 views 4 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)

6

Please add the ability to customize Investment Registers?

Mike409 131 views 8 comments 6 points Most recent by Quicken Anja November 2025Investments

Real time quotes not updating - only gold updates, not Stocks, Mutual Funds, etc..

Closed StephenK 74 views 4 comments 0 points Most recent by StephenK November 2025Errors and Troubleshooting (Windows)

Change value of account

Closed crescere 54 views 6 comments 0 points Most recent by NotACPA November 2025Errors and Troubleshooting (Windows)

I reauthorized my Fidelity Account multiple times but not getting the transactions

Closed jcryanjr 55 views 5 comments 0 points Most recent by Quicken Alyssa November 2025Download, Add/Update Accounts (Windows)

ExchangeIn - please revert back to old method

Closed TallBrad 351 views 13 comments 0 points Most recent by Quicken Alyssa November 2025Download, Add/Update Accounts (Windows)

I just noticed that my Fidelity investments have not downloaded since 9/30. What's happening?

Answered ✓ Closed W.N.M 57 views 2 comments 0 points Most recent by Quicken Anja November 2025Download, Add/Update Accounts (Windows)

Expand All on the Portfolio Tab

Answered Closed dsmith5010 40 views 2 comments 0 points Most recent by dsmith5010 November 2025Investing (Windows)

Resolve IRR calculation Fidelity

Answered Closed DoctorBrown 149 views 3 comments 0 points Most recent by DoctorBrown November 2025Investing (Windows)

Fidelity 401K not synching after reauthorization

Closed bemery05 157 views 9 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)

Invisible Renaming rule for securities transaction

Closed MontanaKarl 22 views 3 comments 0 points Most recent by MontanaKarl November 2025Investing (Mac)

CalPERS for Retirement

Closed Persephone 42 views 2 comments 0 points Most recent by volvogirl November 2025Budgeting and Planning Tools (Mac)

Cash balances in Raymond James accounts are not updating after OSU

Closed Chuck56 203 views 16 comments 0 points Most recent by Quicken Kristina November 2025Errors and Troubleshooting (Windows)

Quicken Classic - Poor performance with Investment accounts

Closed Rich Gaughan 546 views 27 comments 0 points Most recent by Rich Gaughan November 2025Registers & Transactions (Windows)

Fidelity not Downloading Investment Transactions (yet again!)

Closed jcoley2 528 views 16 comments 0 points Most recent by Quicken Kristina November 2025Investing (Windows)

Portfolio X-Ray

Closed Skylar 42 views 1 comment 0 points Most recent by Quicken Anja November 2025Investing (Windows)

Fidelity "The page you requested is currently unavailable. Please try again later" error

Closed System 113 views 8 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)

Cash Balance in Fidelity CMA-linked Brokerage Account Incorrect

Closed apodsim 115 views 4 comments 0 points Most recent by alicephilhamiltom November 2025Download, Add/Update Accounts (Windows)

1

Investment Target Price

Reviewed jon_crawford 14 views 0 comments 1 point Most recent by jon_crawford November 2025Investments

Fidelity not downloading quotes again for 401k

Closed rskurato 158 views 10 comments 0 points Most recent by Quicken Alyssa November 2025Investing (Windows)

Investments

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