Investments

Discussion List

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  Employee Stock Ownership Plan (Private company)

  Answered Closed munch008 41 views 2 comments 0 points Most recent by munch008 November 2025Investing (Windows)
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  Fidelity Cash linked account not downloading changes in account

  Closed cchinckley9 22 views 1 comment 0 points Most recent by Quicken Kristina November 2025Investing (Windows)
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  Thank you Pablo G.

  Closed Leonard4411 31 views 1 comment 1 point Most recent by Quicken Kristina November 2025Errors and Troubleshooting (Windows)
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  Stock split pricing goes back 1 full year

  Answered Closed msgchef 122 views 5 comments 0 points Most recent by Jon November 2025Investing (Mac)
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  Duplicates Again (in Fidelity account)

  Closed es114 78 views 4 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  Real time quotes not updating - only gold updates, not Stocks, Mutual Funds, etc..

  Closed StephenK 73 views 4 comments 0 points Most recent by StephenK November 2025Errors and Troubleshooting (Windows)
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  Change value of account

  Closed crescere 51 views 6 comments 0 points Most recent by NotACPA November 2025Errors and Troubleshooting (Windows)
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  I reauthorized my Fidelity Account multiple times but not getting the transactions

  Closed jcryanjr 51 views 5 comments 0 points Most recent by Quicken Alyssa November 2025Download, Add/Update Accounts (Windows)
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  ExchangeIn - please revert back to old method

  Closed TallBrad 375 views 13 comments 0 points Most recent by Quicken Alyssa November 2025Download, Add/Update Accounts (Windows)
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  I just noticed that my Fidelity investments have not downloaded since 9/30. What's happening?

  Answered ✓ Closed W.N.M 51 views 2 comments 0 points Most recent by Quicken Anja November 2025Download, Add/Update Accounts (Windows)
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  Expand All on the Portfolio Tab

  Answered Closed dsmith5010 41 views 2 comments 0 points Most recent by dsmith5010 November 2025Investing (Windows)
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  Resolve IRR calculation Fidelity

  Answered Closed DoctorBrown 151 views 3 comments 0 points Most recent by DoctorBrown November 2025Investing (Windows)
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  Fidelity 401K not synching after reauthorization

  Closed bemery05 163 views 9 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  Invisible Renaming rule for securities transaction

  Closed MontanaKarl 21 views 3 comments 0 points Most recent by MontanaKarl November 2025Investing (Mac)
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  CalPERS for Retirement

  Closed Persephone 42 views 2 comments 0 points Most recent by volvogirl November 2025Budgeting and Planning Tools (Mac)
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  Cash balances in Raymond James accounts are not updating after OSU

  Closed Chuck56 221 views 16 comments 0 points Most recent by Quicken Kristina November 2025Errors and Troubleshooting (Windows)
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  Quicken Classic - Poor performance with Investment accounts

  Closed Rich Gaughan 556 views 27 comments 0 points Most recent by Rich Gaughan November 2025Registers & Transactions (Windows)
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  Fidelity not Downloading Investment Transactions (yet again!)

  Closed jcoley2 536 views 16 comments 0 points Most recent by Quicken Kristina November 2025Investing (Windows)
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  Portfolio X-Ray

  Closed Skylar 41 views 1 comment 0 points Most recent by Quicken Anja November 2025Investing (Windows)
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  Fidelity "The page you requested is currently unavailable. Please try again later" error

  Closed System 112 views 8 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  Cash Balance in Fidelity CMA-linked Brokerage Account Incorrect

  Closed apodsim 112 views 4 comments 0 points Most recent by alicephilhamiltom November 2025Download, Add/Update Accounts (Windows)
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  Fidelity not downloading quotes again for 401k

  Closed rskurato 163 views 10 comments 0 points Most recent by Quicken Alyssa November 2025Investing (Windows)
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  Entered transaction does not show up - Fidelity

  Closed bassemir 121 views 7 comments 0 points Most recent by Quicken Anja November 2025Errors and Troubleshooting (Windows)
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  Batch editing transactions with filters

  Answered Closed HowardSpindel 31 views 2 comments 0 points Most recent by UKR November 2025Investing (Windows)
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  Voya Institution Plan Integration

  Answered Closed gtamm 51 views 3 comments 0 points Most recent by Quicken Alyssa November 2025Errors and Troubleshooting (Windows)
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  Unable to sell SPAXX shares

  Answered Closed Timothy Bohn 389 views 7 comments 1 point Most recent by Paul17 November 2025Download, Add/Update Accounts (Windows)
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  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)