Investments

Discussion List

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  2

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  Investment Accounts Linked To Trusts

  Reviewed EVO-Bob 12 views 0 comments 2 points Started by EVO-Bob July 2025 Ideas for Quicken LifeHub
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  Lifehub Linking Financial Advisor to Investment Accounts

  Reviewed EVO-Bob 12 views 0 comments 2 points Started by EVO-Bob July 2025 Ideas for Quicken LifeHub
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  Reauthorized Merrill Lynch investment account downloads all transactions as deposits/withdrawals

  Closed Peterg99 23 views 1 comment 0 points Most recent by Quicken Kristina July 2025Download, Add/Update Accounts (Windows)
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  What happened to my Investment Registers?

  Answered ✓ Closed OmniDIYer 234 views 6 comments 1 point Most recent by [Deleted User] July 2025Registers & Transactions (Windows)
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  Robinhood not connecting

  Closed Sean Scarmack 53 views 3 comments 0 points Most recent by Quicken Kristina July 2025Investing (Windows)
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  New York Life no longer downloading investments

  Closed Rae94 73 views 3 comments 0 points Most recent by Quicken Anja July 2025Download, Add/Update Accounts (Mac)
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  Merrill Account - Cash Reconciliation

  Closed Michael Manna 94 views 7 comments 0 points Most recent by Quicken Jasmine July 2025Download, Add/Update Accounts (Mac)
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  Account setting changed from complete to simple

  Closed tbf47 168 views 9 comments 0 points Most recent by tbf47 July 2025Investing (Windows)
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  Vanguard connection problem

  Closed DanielC 355 views 17 comments 0 points Most recent by Quicken Kristina July 2025Errors and Troubleshooting (Mac)
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  Market Value In Portfolio Tab And Sidebar Value Does Not Match

  Closed Scott21 47 views 2 comments 0 points Most recent by Quicken Jasmine July 2025Registers & Transactions (Mac)
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  Incorrect Stock/fund values being downloaded

  Closed mjonis 44 views 5 comments 0 points Most recent by Quicken Jasmine July 2025Download, Add/Update Accounts (Windows)
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  Merrill Lynch Account with new connection values incorrect

  Closed gary_n63 233 views 1 comment 0 points Most recent by Quicken Jasmine July 2025Download, Add/Update Accounts (Mac)
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  Downloading Investment Details From SoFi to Quicken For Mac

  Answered Closed Scott21 65 views 4 comments 0 points Most recent by Quicken Kristina July 2025Download, Add/Update Accounts (Mac)
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  Unable to close account, says I have downloaded transactions that need approving... but are none.

  Answered ✓ Closed Marc S 98 views 5 comments 0 points Most recent by Quicken Kristina July 2025Download, Add/Update Accounts (Windows)
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  Security Detail View

  Answered Closed Jerry Pederson 55 views 1 comment 0 points Most recent by mshiggins July 2025Investing (Windows)
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  Bug in lending loan creation

  Closed Mark248 42 views 6 comments 0 points Most recent by Quicken Jasmine July 2025Errors and Troubleshooting (Windows)
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  how do i enter a cd

  Closed scr2302 52 views 2 comments 0 points Most recent by Quicken Jasmine July 2025Download, Add/Update Accounts (Windows)
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  Transaction Download Simplification for Managed Investment Accounts?

  Closed Galaxie 22 views 2 comments 0 points Most recent by Galaxie July 2025Download, Add/Update Accounts (Windows)
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  When I buy a CD, the Buy Bonds changes to Purchase Shares

  Answered Closed John16 43 views 3 comments 0 points Most recent by [Deleted User] July 2025Investing (Windows)
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  How to Move Securities from One Investment Account to Another

  Answered ✓ Closed Bobbo 167 views 7 comments 0 points Most recent by q_lurker July 2025Investing (Windows)
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  Merrill Lynch transitioning from Direct Connect to 'a new connection method' not working

  Closed paladin52 402 views 4 comments -1 point Most recent by Quicken Kristina July 2025Download, Add/Update Accounts (Mac)
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  Mutual fund target date reached

  Answered ✓ Closed Jeff Kantner 61 views 4 comments 0 points Most recent by Jeff Kantner July 2025Investing (Windows)
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  Does the Merrill Lynch EWC+ connection support Complete Investing?

  Closed System 53 views 4 comments 0 points Most recent by Quicken Kristina July 2025Download, Add/Update Accounts (Windows)
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  Can't move investment transactions

  Closed don.kostello 21 views 2 comments 0 points Most recent by Quicken Kristina July 2025Errors and Troubleshooting (Windows)
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  Vanguard Errors

  Answered ✓ Closed Scott Smith 64 views 2 comments 0 points Most recent by Scott Smith July 2025Investing (Windows)
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  Handling Muni Bond Dividends in a taxable account in Quicken for Mac

  Closed Alan Meyer 31 views 2 comments 0 points Most recent by jacobs July 2025Investing (Mac)
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  Decimal placement movement

  Answered Closed RookieUser 31 views 2 comments 0 points Most recent by Quicken Anja July 2025Errors and Troubleshooting (Windows)
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  Add other Canadian Exchanges

  Reviewed D Morley 13 views 0 comments 1 point Started by D Morley July 2025 Canada Windows
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  Trying to add a Can. stock, won't take the Toronto designation

  Closed Tealeaf3 94 views 9 comments 0 points Most recent by Arctic Hare July 2025All Things Canadian (Windows)
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  Coinbase Updated to New Login

  Closed Patrick T Williams 395 views 17 comments 0 points Most recent by Patrick T Williams July 2025Download, Add/Update Accounts (Mac)