Investments

Discussion List

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  Problem managing cash in Fidelity account after switch to EWC+

  Closed Rocket J Squirrel 2.1K views 51 comments 1 point Most recent by pablomiller October 2025Investing (Windows)
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  Quicken mis-interpreting Broker Shares in One Step Update

  Answered Closed bw2 53 views 4 comments 0 points Most recent by q_lurker October 2025Investing (Windows)
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  Why are Non-core Fidelity MMF investments no longer in some Fidelity accounts with 8.3 update

  Answered Closed Lane1983 660 views 31 comments 1 point Most recent by luyendyk October 2025Investing (Mac)
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  Fidelity reauthorization process created duplicate accounts

  Closed crissnyder 172 views 2 comments 0 points Most recent by crissnyder October 2025Download, Add/Update Accounts (Windows)
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  Vanguard Direct Connect Keeps Downloading Unidentified Security

  Closed JayF 61 views 1 comment 1 point Most recent by Quicken Anja October 2025Errors and Troubleshooting (Windows)
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  Add Morningstar Star and/or Medalist Ratings

  Reviewed woodwrk1 11 views 0 comments 2 points Most recent by woodwrk1 October 2025Investments
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  After EWC+ update, Fidelity and Quicken cash balances don't match & other issues

  Answered Closed leishirsute 881 views 26 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  The number of shares in VOYA account is incorrect

  Closed dmurad53 32 views 3 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  E*Trade equity prices $0 for 10/6/2025. Mac Classic Deluxe 8.3.2

  Closed vpswede 12 views 1 comment 0 points Most recent by vpswede October 2025Investing (Mac)
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  Quicken not handling Fidelity Cash Management Account cash positions correctly (QPIAQ, QPCTQ, QPIFQ)

  Closed jcloudm 193 views 5 comments 0 points Most recent by NotACPA October 2025Download, Add/Update Accounts (Windows)
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  Converting a FID MM account to cash for tracking

  Closed John J 124 views 2 comments 0 points Most recent by NotACPA October 2025Investing (Windows)
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  Merged: I am suddenly unable to connect to BNY MELLON PERSHING

  Closed nosneros 21 views 0 comments 1 point Most recent by Minny Moose October 2025Investing (Windows)
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  Q's way of handling Corporate Security Spin-off Causes Issues/Confusion

  Answered Closed Paul Suchma 187 views 3 comments 0 points Most recent by q_lurker October 2025Investing (Windows)
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  Fidelity Investments - security value per share mismatch

  Closed sharpo367 31 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  Correcting investment account cash balance

  Answered Closed asdf7890 53 views 1 comment 0 points Most recent by Tom Young October 2025Registers & Transactions (Windows)
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  Fidelity Cash Management Account keeps having Placeholders added

  Closed System 31 views 2 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Rearrange Positions in Brokerage

  Answered Closed R Strax 54 views 5 comments 0 points Most recent by R Strax October 2025Registers & Transactions (Mac)
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  Fidelity and missing transactions

  Answered Closed Gerry Blue 415 views 18 comments 0 points Most recent by Geobrick October 2025Download, Add/Update Accounts (Windows)
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  Bank of America/Merrill Lynch Cut-Over Migration: keeps prompting to reauthorize [Edited]

  Closed taitelh 1.1K views 47 comments 0 points Most recent by Arkansasdawg October 2025Download, Add/Update Accounts (Windows)
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  add DELETE button to the EDIT window of an investment transaction

  Reviewed LBJS 24 views 1 comment 2 points Most recent by BobS2 October 2025Investments
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  Allow creation of custom investment account groups for Dashboard and Portfolio [EDITED]

  Reviewed Brad L Vandermoon 192 views 6 comments 11 points Most recent by Captain Tim October 2025Investments
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  Quicken - Get your act together over Fidelity [Edited - Language]

  Closed lmbeck65 31 views 1 comment 0 points Most recent by NotACPA October 2025Download, Add/Update Accounts (Windows)