Investments

Discussion List

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  Suggestions on handing for futures trading entries

  Answered Closed jasonb885 212 views 7 comments 0 points Most recent by jasonb885 January 10Investing (Mac)
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  Roth IRA account not balancing to Schwab

  Answered Closed Roger67 57 views 2 comments 0 points Most recent by Quicken Anja January 10Investing (Windows)
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  Fidelity transactions in linked Cash account downloading as "Cash"

  Closed acloudman 181 views 5 comments 0 points Most recent by NotACPA January 10Registers & Transactions (Windows)
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  Fidelity Net Benefits transactions mis-assigned with wrong action

  Closed Tim Wolff 62 views 1 comment 0 points Most recent by Quicken Kristina January 9Investing (Windows)
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  Fidelty Netbenefits not adding bought fund & incorrect cash after rebalance

  Closed Scotsaver 87 views 5 comments 0 points Most recent by Quicken Kristina January 9Registers & Transactions (Windows)
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  new stocks added not showing as added

  Answered ✓ Closed tom 8021 206 views 7 comments 0 points Most recent by Burt - Q17 H&B January 8Investing (Windows)
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  Fidelity EWC+ interface treating accrued interest on secondary market CDs incorrectly

  Closed BrittMayo 22 views 1 comment 0 points Most recent by Quicken Kristina January 6Registers & Transactions (Windows)
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  How can I properly record a Roth to traditional IRA recharacterization?

  Answered Closed thetallestpaul 184 views 4 comments 0 points Most recent by Jim_Harman January 6Registers & Transactions (Windows)
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  Left Side Panel MF Value Wrong While Portfolio or Detail View is Correct

  Closed fairwarning 149 views 6 comments 0 points Most recent by fairwarning January 5Investing (Windows)
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  Unable to see Canadian stocks in Stock Look Up

  Answered Closed RobinEllis 119 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 80 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 103 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 30 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 126 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 82 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 246 views 9 comments 0 points Most recent by Quicken Kristina January 3Investing (Windows)
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  CollegeInvest Issues Continue?

  Closed norvanl62 103 views 4 comments 0 points Most recent by Quicken Anja January 3Investing (Windows)