Investments

Discussion List

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  Completely unable to connect Fidelity Investments via WebConnect

  Closed foster.a 151 views 4 comments 0 points Most recent by Quicken Alyssa January 5Download, Add/Update Accounts (Windows)
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  fidelity woes - no downloaded transactions for one of my Fidelity accounts

  Closed kyoung2112 848 views 17 comments 0 points Most recent by Quicken Kristina January 5Download, Add/Update Accounts (Windows)
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  Unable to see Canadian stocks in Stock Look Up

  Answered Closed RobinEllis 104 views 3 comments 0 points Most recent by Valderi January 5All Things Canadian (Windows)
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  Unable to download these security prices

  Closed ikeses 69 views 2 comments 0 points Most recent by q_lurker January 4Investing (Windows)
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  IRA Distribution transactions and Scheduled Transaction Group are functionality deficient

  Closed DoctorBrown 85 views 2 comments 0 points Most recent by DoctorBrown January 4Investing (Windows)
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  RBC Mutual Fund Prices not updated January 2, 2026 (Canada)

  Closed dc600 23 views 1 comment 0 points Most recent by Quicken Kristina January 4All Things Canadian (Windows)
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  How to remove obsolete accounts from the Investing tab?

  Answered ✓ Closed cminarik_1953 104 views 3 comments 0 points Most recent by cminarik_1953 January 3Investing (Windows)
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  Fidelity 401K contribution appears as bond bought labeled as "Unidentified Security"

  Closed User121 66 views 1 comment 0 points Most recent by Quicken Kristina January 3Errors and Troubleshooting (Windows)
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  Memorized Investment Transaction not supported in open account - IRA distribution

  Answered Closed DoctorBrown 214 views 9 comments 0 points Most recent by Quicken Kristina January 3Investing (Windows)
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  CollegeInvest Issues Continue?

  Closed norvanl62 87 views 4 comments 0 points Most recent by Quicken Anja January 3Investing (Windows)
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  Fidelity Checking account acting like an investment account

  Closed System 64 views 3 comments 0 points Most recent by Quicken Kristina January 2Download, Add/Update Accounts (Windows)
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  Fidelity CMA account question

  Closed es114 54 views 2 comments 0 points Most recent by Quicken Kristina January 2Download, Add/Update Accounts (Windows)
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  Unable to deactivate account due to "transactions to accept" error message

  Closed System 74 views 3 comments 0 points Most recent by Quicken Kristina January 2Download, Add/Update Accounts (Windows)
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  "Specify Lots Sold in this Transaction" - Display/UI text is cutoff

  Answered Closed davidmarketing 56 views 3 comments 0 points Most recent by NotACPA January 2Errors and Troubleshooting (Windows)
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  Have Quicken maintain cash in MMF as Fidelity does

  Answered ✓ Closed Ellary Kahan 489 views 24 comments 0 points Most recent by Ellary Kahan January 2Errors and Troubleshooting (Windows)
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  Have Dividend income show on investing dashboard

  Answered Closed Markhfx 127 views 4 comments 0 points Most recent by Arctic Hare January 2All Things Canadian (Windows)
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  Quicken for Mac Cash representation for Money Market (e.g. Fidelity) setting

  Answered Closed Lampatrick 154 views 1 comment 0 points Most recent by Jon January 2Investing (Mac)
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  Adding 12 and 24 month view option to "Portfolio Value" card in the Home Dashboard

  Reviewed Chuck56 314 views 11 comments 18 points Most recent by Jim_Harman January 2Product Enhancements
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  Fidelity NQ plan downloading sales as withdrawals with no sale information

  Closed geoffj 80 views 4 comments 0 points Most recent by Quicken Anja December 2025Download, Add/Update Accounts (Windows)
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  Securities Comparison Mismatch (x30 or so names)

  Answered Closed LoxyLox 81 views 2 comments 0 points Most recent by q_lurker December 2025Investing (Windows)
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  Edit/Delete the Default Portfolio Views (6 Legacy Votes)

  Under Consideration USMA74 1.3K views 29 comments 53 points Most recent by Quicken Anja December 2025Investments
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  "Navigation to the webpage was canceled"

  Answered ✓ Closed Shannon M M 124 views 3 comments 0 points Most recent by Shannon M M December 2025Errors and Troubleshooting (Windows)
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  New Fidelity Download Problem

  Closed DavidS 670 views 20 comments 0 points Most recent by Quicken Alyssa December 2025Download, Add/Update Accounts (Windows)
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  Bulk change the Security Name for multiple investment transaction entries

  Closed Mathew 83 views 4 comments 0 points Most recent by Mathew December 2025Download, Add/Update Accounts (Windows)