Investments

Discussion List

• 
  After EWC+ update, "Show cash in checking account" shows negative share balance

  Answered Closed jdigital 49 views 3 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity Donor Advised Fund and Quicken

  Closed gsquaredmarg 141 views 1 comment 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity Accounts Transaction Downloading Has Once Again Stopped Working

  Closed Jean-Marie 125 views 3 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
• 
  Reauthorizing Fidelity accounts caused a duplicate account and other issues

  Closed System 69 views 6 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
• 
  1

  Up
  Capital Gains report from account register

  Reviewed davidmarketing 73 views 4 comments 1 point Most recent by Jim_Harman October 2025Reports
• 
  Grossly Incorrect Account Values When Downloading Fidelity HSA

  Answered Closed clh8712 27 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
• 
  What works when the subscription is over?

  Answered Closed MauryJ 167 views 6 comments 0 points Most recent by MauryJ October 2025Investing (Windows)
• 
  Downloaded transaction errors after Fidelity reauthorize

  Closed John McCoy 85 views 4 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
• 
  Option Prices Not Updating/downloading

  Closed BRETTB 170 views 10 comments 0 points Most recent by BRETTB October 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity Options - Short Sales and Covered SHorts

  Closed rbridges01 36 views 2 comments 0 points Most recent by Warhawk October 2025Download, Add/Update Accounts (Windows)
• 
  Merged: Fidelity not handling 401(k) rebalancing transactions properly

  Closed BrittMayo 31 views 0 comments 1 point Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
• 
  Merged: Fidelity NetBenefit Non-Public Traded Funds Share Price Updates Not Downloading

  Closed Ducati 71 views 0 comments 1 point Most recent by EvDob October 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity EWC+ does not seem to add accounts that have linked cash accounts

  Closed leishirsute 58 views 3 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
• 
  New Fidelity Connection - Incorrect # of Shares/Missing Investment Accounts [WIN]

  Closed Marilyn Heidenfelder 6.1K views 120 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
• 
  What’s Going On Between Fidelity and Quicken?

  Closed Desiree 35.9K views 587 comments 4 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
• 
  5

  Up
  Call Dates for CDs and bonds

  Reviewed DStar 28 views 2 comments 5 points Most recent by dickm2275 October 2025Investments
• 
  No Value Investments

  Answered ✓ Closed Adience 64 views 3 comments 0 points Most recent by Adience October 2025Investing (Windows)
• 
  Fidelity Reauthorization Loop

  Closed System 265 views 9 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
• 
  Citi investment not working again

  Closed DesiArnez 38 views 2 comments 0 points Most recent by Quicken Alyssa October 2025Errors and Troubleshooting (Windows)
• 
  One Step Update Not Updating Investment Accounts

  Closed Dan13 119 views 3 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)