Investments

Discussion List

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  Fidelity Transactions not downloading to Quicken Classic on Windows

  Closed will66pu 2.1K views 41 comments 1 point Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
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  Investment account not syncing with desktop

  Closed ralphf 44 views 3 comments 0 points Most recent by Quicken Anja December 2025Errors and Troubleshooting (Mobile)
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  Financial Account Display Has Changed

  Closed Michael Winnick 61 views 3 comments 0 points Most recent by Rocket J Squirrel December 2025Investing (Windows)
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  This transaction was created from a split transaction

  Closed scottmonte 21 views 1 comment 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
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  Quicken keeps needing to confirm if one Fidelity holding is new or existing

  Closed System 21 views 2 comments 0 points Most recent by Quicken Kristina December 2025Errors and Troubleshooting (Windows)
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  Unable to download transactions from Edward Jones for the last 3 days starting 10/14/2025

  Closed Phardy 111 views 6 comments 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
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  Editing an existing core account transaction doesn't work properly

  Closed System 1 view 1 comment 0 points Most recent by elorimer December 2025Download, Add/Update Accounts (Windows)
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  Fidelity cash management account

  Answered Closed JoshFla 237 views 7 comments 0 points Most recent by utexex79@ November 2025Download, Add/Update Accounts (Windows)
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  LPL now updating one mutual fund.

  Closed tolich 22 views 3 comments 0 points Most recent by Quicken Alyssa November 2025Errors and Troubleshooting (Windows)
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  Fidelity Trust account not updating [Edited]

  Answered Closed stevenhyman1781 21 views 3 comments 0 points Most recent by Quicken Anja November 2025Download, Add/Update Accounts (Windows)
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  Multiple Fidelity Netbenefits problems [Edited]

  Closed loukas 283 views 4 comments 2 points Most recent by loukas November 2025Download, Add/Update Accounts (Windows)
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  Fidelity EWC+ reinvested month end dividends handled wrong

  Answered Closed leishirsute 1.1K views 44 comments 0 points Most recent by proflaw November 2025Download, Add/Update Accounts (Windows)
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  Fidelity Brokered CD Price Quote Downloads Rounding

  Closed emhamiltn 262 views 14 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  How do I import Investment data without affecting the cash balance [Edited]

  Answered ✓ Closed Strike 122 views 6 comments 0 points Most recent by Strike November 2025Registers & Transactions (Windows)
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  Merrill Lynch changed connection types? How can I fix account?

  Answered ✓ Closed Nikster 939 views 4 comments 0 points Most recent by Nikster November 2025Download, Add/Update Accounts (Windows)
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  Unable to log into Fidelity Netbenefits after Migration

  Answered Closed KeithK23 557 views 11 comments 0 points Most recent by Boatnmaniac November 2025Errors and Troubleshooting (Windows)
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  Change Security name on all transactions, missing stock splits

  Answered Closed DoctorBrown 41 views 2 comments 0 points Most recent by DoctorBrown November 2025Investing (Windows)
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  Fidelity Investments not Updating after all the "Fixes"

  Closed nullsetzero 483 views 11 comments 0 points Most recent by Quicken Kristina November 2025Investing (Windows)
• 
  Download issue with Fidelity -

  Answered Closed skier1226 94 views 6 comments 0 points Most recent by Quicken Anja November 2025Download, Add/Update Accounts (Windows)
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  How can I best track a venture capital investment in Quicken?

  Answered Closed dlbfsa 44 views 1 comment 0 points Most recent by q_lurker November 2025Investing (Windows)
• 
  Options prices after OSU

  Closed bbuckley 31 views 3 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  Fidelity DC to EWC+ transition - what's the latest?

  Answered Closed egoldwater 608 views 12 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  FZFXX Fidelity Money Market issue

  Closed bumgarb 123 views 4 comments 1 point Most recent by DaveQN November 2025Download, Add/Update Accounts (Windows)
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  Exchangein Issue and drop in a very large amount shown by Quicken of my 401K account

  Closed Mathew 32 views 2 comments 0 points Most recent by Mathew November 2025Errors and Troubleshooting (Windows)
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  Migrated Fidelity to new connection and now have duplicate accounts [Edited]

  Answered Closed Franklin S. 503 views 18 comments -1 point Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  fixing fractional share entries created by Quicken

  Closed Pacoinconn 265 views 4 comments 0 points Most recent by Pacoinconn November 2025Investing (Windows)
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  Cash Balance wrong after archiving investment Account

  Answered Closed HLT 61 views 2 comments 0 points Most recent by HLT November 2025Investing (Windows)