Investments

Discussion List

• 
  Investing securities view Quote/Price shows 'Last Updated' date 2 days old, quotes stale

  Answered Closed Mike650101 105 views 3 comments 0 points Most recent by Mike650101 October 2025Investing (Windows)
• 
  Fidelity EWC+ 401(k) incorrect transaction--Bought should have been Xout

  Closed EvDob 56 views 3 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
• 
  Merrill Lynch pending transactions flagging out holdings

  Closed neiltramel 84 views 4 comments 0 points Most recent by Chris_QPW October 2025Download, Add/Update Accounts (Windows)
• 
  Merrill Lynch CC-501

  Closed System 38 views 4 comments 0 points Most recent by Quicken Kristina October 2025Errors and Troubleshooting (Windows)
• 
  Transactions downloaded from Merrill Lynch not mapped correctly

  Closed System 2K views 74 comments 0 points Most recent by MELCO October 2025Download, Add/Update Accounts (Windows)
• 
  Tracking Investments in Partnerships

  Closed bkinva 73 views 2 comments 0 points Most recent by GT Stony October 2025Investing (Windows)
• 
  Fidelity accounts won't update at all after conversion

  Closed jon181 527 views 5 comments 0 points Most recent by Quicken Kristina October 2025Investing (Mac)
• 
  Fidelity accounts won't update at all after conversion (QWin)

  Closed System 37 views 3 comments 0 points Most recent by Quicken Kristina October 2025Investing (Windows)
• 
  Fidelity CC-506 error

  Closed System 125 views 8 comments 0 points Most recent by Quicken Kristina October 2025Errors and Troubleshooting (Windows)
• 
  Fidelity Reauthorization Fails on One Account of Many

  Answered ✓ Closed Scout_998 75 views 4 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity EWC+ Brokered CD Security Issue

  Closed Boatnmaniac 44 views 1 comment 1 point Most recent by Quicken Kristina October 2025Investing (Windows)
• 
  4

  Up
  Crypto Securities Not Listed in Price History Update Function, So Prices Not Updating

  Quicknator 254 views 7 comments 4 points Most recent by emhamiltn October 2025Investments
• 
  Fidelity accounts not updating

  Closed brockmari 1.6K views 15 comments 1 point Most recent by bsprinzmetal October 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity dividends and fees not downloading correctly

  Closed System 78 views 5 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity Downloads - security mismatches

  Answered Closed H0YT22 46 views 3 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
• 
  Merged: Fidelity CDs showing 2 places instead of 3

  Closed System 1 view 0 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
• 
  2

  Up
  Compare to Portfolio

  Reviewed danawins 13 views 0 comments 2 points Most recent by danawins October 2025Investments
• 
  Schwab......again

  Closed egldvrbags 628 views 10 comments 0 points Most recent by Eric Perrone October 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity EWC+ Migration and Fully Paid Lending

  Closed GermanBlueRam 55 views 3 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
• 
  Recording Covered Calls in Quicken Mac

  Answered ✓ Closed ChocolateLabMan 47 views 4 comments 0 points Most recent by Quicken Kristina October 2025Investing (Mac)
• 
  No option for cash representation and Chase accounts won't reconnect

  Closed System 18 views 2 comments 0 points Most recent by Quicken Kristina October 2025Errors and Troubleshooting (Windows)
• 
  Fidelity web-connect

  Closed rkr833 41 views 2 comments 0 points Most recent by NotACPA October 2025Errors and Troubleshooting (Windows)
• 
  Investment registers only show cash balance transaction instead of all transactions.

  Closed kurtkramer 37 views 1 comment 0 points Most recent by Quicken Kristina October 2025Registers & Transactions (Windows)
• 
  Fidelity money market account after quicken classic premier connect update

  Closed dac987 26 views 1 comment 0 points Most recent by Quicken Kristina October 2025Investing (Windows)
• 
  Hamilton ETF Quote not updating (symbol QDAY and SDAY) in Quicken

  Closed mkwong82 13 views 1 comment 0 points Most recent by Quicken Kristina October 2025Investing (Windows)