Investments

Discussion List

• 
  How can I get my Fidelity Accounts to display the transactions register?

  Closed robert W 31 views 3 comments 0 points Most recent by Quicken Alyssa November 2025Registers & Transactions (Windows)
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  Shares Transferred Between Accounts Errors

  Closed MangoMan 72 views 3 comments 0 points Most recent by MangoMan November 2025Registers & Transactions (Windows)
• 
  Fidelity cash sweep account interest does not change cash balance in Quicken

  Closed Steve Huston 132 views 4 comments 0 points Most recent by Ray November 2025Investing (Windows)
• 
  Fidelity cc 506 error

  Closed kmagnush 212 views 9 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity download share balance error

  Closed Bob@45 151 views 10 comments 0 points Most recent by Bob@45 November 2025Download, Add/Update Accounts (Windows)
• 
  Re: Quicken updating with incorrect stock quotes

  Closed mxbishop 23 views 1 comment 1 point Most recent by Quicken Alyssa November 2025Download, Add/Update Accounts (Windows)
• 
  After Rebalancing 401k, Quicken displaying Incorrect Account Balance

  Closed David Green 186 views 8 comments 0 points Most recent by EvDob November 2025Download, Add/Update Accounts (Windows)
• 
  Reconciling JP Morgan Investment Accounts

  Closed GaryD 11 views 2 comments 0 points Most recent by Chris_QPW November 2025Investing (Mac)
• 
  Fidelity Investments - Dividend transactions for Foreign Stocks are not being automatically recorded

  Closed pcg_quick 817 views 40 comments 1 point Most recent by Chris_QPW November 2025Investing (Windows)
• 
  Fidelity Brokerage Account Transaction Categorization

  Closed apodsim 31 views 1 comment 0 points Most recent by Quicken Kristina November 2025Investing (Windows)
• 
  How is investment return calculated?

  Answered Closed sneff30 123 views 7 comments 0 points Most recent by Chris_QPW November 2025Investing (Mac)
• 
  Cannot get cash balance to reconcile/show accurately (Fidelity)

  Closed Charles Farnell 122 views 5 comments 0 points Most recent by Quicken Alyssa November 2025Registers & Transactions (Windows)
• 
  fidelity investments accounts still showing shares held instead of cash

  Answered Closed rayseidlinger 173 views 11 comments 0 points Most recent by Quicken Kristina November 2025Registers & Transactions (Windows)
• 
  Current Fidelity Instructions

  Answered Closed Bob@45 570 views 9 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
• 
  zzz-fidelity account appeared after migration [Edited]

  Closed aboxbaum 91 views 3 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  Fidelity non-qualified plan fund sales downloaded as withdrawals and missing info

  Closed System 12 views 2 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity NetBenefits transaction posted to Janus account

  Closed System 23 views 2 comments 0 points Most recent by Quicken Kristina November 2025Errors and Troubleshooting (Windows)
• 
  Schwab cc-800

  Closed jtawil777 152 views 12 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
• 
  Wells Fargo Advisors won't download transations

  Closed mhsherman461 497 views 12 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
• 
  Quicken/Fidelity Link wants to link existing Brokerage accounts as checking through online set up

  Closed Dennis Nelson 326 views 8 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity transactions not downloading (QWin)

  Closed System 402 views 15 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
• 
  Merrill Lynch Investments does not update – NO ERROR CODE

  Closed mvwabc 122 views 3 comments 0 points Most recent by Quicken Kristina November 2025Errors and Troubleshooting (Windows)
• 
  New Stock Purchase Does Not Allow Funding Account (Q Mac)

  Closed bill.fry 32 views 2 comments 0 points Most recent by Jon November 2025Investing (Mac)