Investments

Discussion List

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  Fidelity cash balances are off

  Closed jeffreyjgray 43 views 2 comments 0 points Most recent by Quicken Kristina December 2025Errors and Troubleshooting (Windows)
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  Quicken ones step update has stopped working with fidelity Investments

  Answered Closed WMV 240 views 7 comments 1 point Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
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  Fidelity Download Express Web

  Closed CTNC 195 views 8 comments 0 points Most recent by Quicken Kristina December 2025Investing (Windows)
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  Fidelity download and auto category

  Closed ericrose12 258 views 11 comments 0 points Most recent by jacobs December 2025Investing (Mac)
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  Boeing/Spirit AeroSystems Holdings Merger

  Closed Leon Pink 87 views 2 comments 0 points Most recent by kwallyz December 2025Download, Add/Update Accounts (Windows)
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  JP Morgan Investment Account - how do I remove download and all downloaded info? [Edited]

  Answered Closed CIRPCA 60 views 3 comments 0 points Most recent by Jon December 2025Investing (Mac)
• 
  Missing Cussip ID

  Answered Closed SteveTucker79 119 views 4 comments 0 points Most recent by Quicken Anja December 2025Investing (Windows)
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  Unvested RSUs don't match Grant Lots

  Closed CDG01 104 views 3 comments 0 points Most recent by Quicken Kristina December 2025Investing (Windows)
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  Fidelity reporting of roth conversion shows cash amounts incorrectly

  Closed jggrega451 52 views 3 comments 0 points Most recent by Quicken Kristina December 2025Registers & Transactions (Windows)
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  We need real Robinhood integration

  Closed spalt 164 views 1 comment 1 point Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
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  Fidelity EWC+ Status Regarding Reporting of Cash

  Closed Boatnmaniac 124 views 3 comments 2 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
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  Merged: Problems downloading in One Step Update/Janus

  Closed ShortCircuit404 11 views 0 comments 0 points Most recent by ShortCircuit404 December 2025Download, Add/Update Accounts (Windows)
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  OL-297-A error with Interactive Brokers

  Closed synchro9898 100 views 5 comments 0 points Most recent by Quicken Kristina December 2025Installing and Updating (Windows)
• 
  Bill and income window in investment accounts

  Closed BudP 116 views 6 comments 1 point Most recent by Quicken Kristina December 2025Registers & Transactions (Windows)
• 
  Recording Dupont Spinoff

  Closed crwalejr 3.1K views 23 comments 0 points Most recent by jb792 December 2025Investing (Windows)
• 
  Quicken windows classic and Fidelity checking

  Answered Closed DSPatrick 345 views 12 comments 0 points Most recent by Jeepien December 2025Download, Add/Update Accounts (Windows)
• 
  How to record TIPS purchased for a ladder?

  Answered Closed SomebodyInGNV 67 views 1 comment 0 points Most recent by Tom Young December 2025Investing (Windows)
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  Download Asset Class Information Turns on Automatically

  Closed nc00ks0n 19 views 1 comment 0 points Most recent by nc00ks0n December 2025Investing (Windows)
• 
  Alerus 401k

  Answered Closed frank6 425 views 20 comments 1 point Most recent by John_in_NC December 2025All Things Canadian (Mac)
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  Does anyone know how to fix Fidelity mutual fund posting as described below?

  Closed SCPat 994 views 36 comments 0 points Most recent by SCPat December 2025Investing (Mac)
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  Money market funds not visible in Quicken

  Closed harryo 50 views 1 comment 0 points Most recent by Quicken Alyssa December 2025Download, Add/Update Accounts (Windows)
• 
  Trades in Schwab account not downloading to Quicken

  Closed harryo 103 views 3 comments 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity Netbenefits Issue after Reauthorization - SS S&P 500 Index K - Incorrect Price History

  Answered Closed DanTheMan1 287 views 12 comments 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)