Investments

Discussion List

• 
  Entered transaction does not show up - Fidelity

  Closed bassemir 110 views 7 comments 0 points Most recent by Quicken Anja November 2025Errors and Troubleshooting (Windows)
• 
  Batch editing transactions with filters

  Answered Closed HowardSpindel 36 views 2 comments 0 points Most recent by UKR November 2025Investing (Windows)
• 
  Voya Institution Plan Integration

  Answered Closed gtamm 48 views 3 comments 0 points Most recent by Quicken Alyssa November 2025Errors and Troubleshooting (Windows)
• 
  Unable to sell SPAXX shares

  Answered Closed Timothy Bohn 378 views 7 comments 1 point Most recent by Paul17 November 2025Download, Add/Update Accounts (Windows)
• 
  OSU Issues/Error CC-501

  Answered Closed IowaMC60 3.8K views 179 comments 2 points Most recent by unosan November 2025Download, Add/Update Accounts (Windows)
• 
  How can I get my Fidelity Accounts to display the transactions register?

  Closed robert W 33 views 3 comments 0 points Most recent by Quicken Alyssa November 2025Registers & Transactions (Windows)
• 
  Shares Transferred Between Accounts Errors

  Closed MangoMan 74 views 3 comments 0 points Most recent by MangoMan November 2025Registers & Transactions (Windows)
• 
  Fidelity cash sweep account interest does not change cash balance in Quicken

  Closed Steve Huston 132 views 4 comments 0 points Most recent by Ray November 2025Investing (Windows)
• 
  Fidelity cc 506 error

  Closed kmagnush 205 views 9 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity download share balance error

  Closed Bob@45 155 views 10 comments 0 points Most recent by Bob@45 November 2025Download, Add/Update Accounts (Windows)
• 
  Re: Quicken updating with incorrect stock quotes

  Closed mxbishop 25 views 1 comment 1 point Most recent by Quicken Alyssa November 2025Download, Add/Update Accounts (Windows)
• 
  After Rebalancing 401k, Quicken displaying Incorrect Account Balance

  Closed David Green 173 views 8 comments 0 points Most recent by EvDob November 2025Download, Add/Update Accounts (Windows)
• 
  Reconciling JP Morgan Investment Accounts

  Closed GaryD 11 views 2 comments 0 points Most recent by Chris_QPW November 2025Investing (Mac)
• 
  Fidelity Investments - Dividend transactions for Foreign Stocks are not being automatically recorded

  Closed pcg_quick 796 views 40 comments 1 point Most recent by Chris_QPW November 2025Investing (Windows)
• 
  2

  Up
  Brokerage account missing transaction on web and mobile apps

  Reviewed MichaelDMcClure 28 views 1 comment 2 points Most recent by Chris_QPW November 2025Ideas for Mobile
• 
  Fidelity Brokerage Account Transaction Categorization

  Closed apodsim 34 views 1 comment 0 points Most recent by Quicken Kristina November 2025Investing (Windows)
• 
  How is investment return calculated?

  Answered Closed sneff30 118 views 7 comments 0 points Most recent by Chris_QPW November 2025Investing (Mac)
• 
  Cannot get cash balance to reconcile/show accurately (Fidelity)

  Closed Charles Farnell 114 views 5 comments 0 points Most recent by Quicken Alyssa November 2025Registers & Transactions (Windows)
• 
  fidelity investments accounts still showing shares held instead of cash

  Answered Closed rayseidlinger 175 views 11 comments 0 points Most recent by Quicken Kristina November 2025Registers & Transactions (Windows)
• 
  Current Fidelity Instructions

  Answered Closed Bob@45 535 views 9 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
• 
  zzz-fidelity account appeared after migration [Edited]

  Closed aboxbaum 93 views 3 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity non-qualified plan fund sales downloaded as withdrawals and missing info

  Closed System 12 views 2 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity NetBenefits transaction posted to Janus account

  Closed System 17 views 2 comments 0 points Most recent by Quicken Kristina November 2025Errors and Troubleshooting (Windows)