Investments

Discussion List

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  Schwab cc-800

  Closed jtawil777 148 views 12 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  Wells Fargo Advisors won't download transations

  Closed mhsherman461 466 views 12 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  Quicken/Fidelity Link wants to link existing Brokerage accounts as checking through online set up

  Closed Dennis Nelson 319 views 8 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  Fidelity transactions not downloading (QWin)

  Closed System 405 views 15 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  Merrill Lynch Investments does not update – NO ERROR CODE

  Closed mvwabc 126 views 3 comments 0 points Most recent by Quicken Kristina November 2025Errors and Troubleshooting (Windows)
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  New Stock Purchase Does Not Allow Funding Account (Q Mac)

  Closed bill.fry 26 views 2 comments 0 points Most recent by Jon November 2025Investing (Mac)
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  Merrill Lynch Reinvestments

  Closed GTmem 402 views 23 comments 0 points Most recent by SomebodyInGNV November 2025Download, Add/Update Accounts (Windows)
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  Fidelity Error CC-501 now Error CC-506

  Closed tellis32 129 views 3 comments 0 points Most recent by Quicken Alyssa November 2025Download, Add/Update Accounts (Windows)
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  Fidelity NetBenefits not downloading Complete - Positions and Transactions.

  Closed Ducati 56 views 1 comment 0 points Most recent by Quicken Alyssa November 2025Download, Add/Update Accounts (Windows)
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  Getting Old Duplicate Transactions with Fidelity

  Closed BarryMo 15 views 1 comment 0 points Most recent by Quicken Alyssa November 2025Download, Add/Update Accounts (Windows)
• 
  Charles Schwab not downloading?

  Answered Closed VOODIA 412 views 5 comments 2 points Most recent by Quicken Alyssa November 2025Download, Add/Update Accounts (Windows)
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  New Fidelity Connection Method - Service Unavailable message [Edited]

  Answered Closed CharlieG 1.2K views 40 comments 2 points Most recent by smess November 2025Download, Add/Update Accounts (Windows)
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  During Fidelity Download, PREVIOUSLY entered transactions are lost

  Closed rwaynerogers 111 views 7 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
• 
  Downloading Fidelity Brokerage accounts

  Closed Cathy Diotte Scott 548 views 13 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  BNY Mellon not downloading since saturday

  Closed misterconcrete 760 views 30 comments 0 points Most recent by Quicken Anja November 2025Errors and Troubleshooting (Windows)
• 
  Download window blank after updating prices from Fidelity

  Closed EvDob 96 views 11 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  Investing Tab Portfolio View Not Displaying Dividends For Mutual Funds

  Closed ksdeuser@ 114 views 7 comments 0 points Most recent by q_lurker November 2025Investing (Windows)
• 
  Fidelity transaction sign errors

  Closed EvDob 212 views 10 comments 0 points Most recent by Quicken Kristina November 2025Errors and Troubleshooting (Windows)
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  Any support for downloading from Webull?

  Answered Closed MichaelCortese 124 views 1 comment 1 point Most recent by Quicken Alyssa November 2025Download, Add/Update Accounts (Windows)
• 
  Can't Connect to Fidelity

  Closed CPFinance$ 187 views 3 comments 0 points Most recent by Quicken Alyssa November 2025Download, Add/Update Accounts (Windows)
• 
  Is cash handling in a Fidelity brokerage account part of the Fidelity issues I see posted?

  Answered Closed Dennis6@ 2.6K views 55 comments 0 points Most recent by ha_amin November 2025Investing (Windows)
• 
  Can you have 2 copies of Quicken use EWC+ on same institution?

  Closed qudtp 168 views 10 comments 0 points Most recent by Chris_QPW November 2025Download, Add/Update Accounts (Windows)