Investments

Discussion List

• 
  Fidelity converting to Quicken Connect - errors with fund mergers and money market accounts

  Closed qudtp 103 views 2 comments 0 points Most recent by qudtp September 2025Registers & Transactions (Mac)
• 
  Fidelity Sales showing as Withdrawls on Quicken Classic Windows (R64.30)

  Closed J. Snyder 62 views 2 comments 1 point Most recent by Quicken Kristina September 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity reauthorization doesn't list correct "Link to Existing Account"

  Answered Closed BarbGB 93 views 4 comments 0 points Most recent by BarbGB September 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity – Cash Representation

  Closed mvwabc 64 views 3 comments 0 points Most recent by Quicken Alyssa September 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity - Some security quantities incorrect (QWin)

  Closed System 2 views 2 comments 0 points Most recent by Quicken Kristina September 2025Download, Add/Update Accounts (Windows)
• 
  12

  Up
  User generated asset classes

  Reviewed lfields333 23 views 3 comments 12 points Most recent by Quicken Kristina September 2025Product Enhancements
• 
  My Fidelity connection date did not work correctly

  Answered Closed nuttika 151 views 11 comments 0 points Most recent by nuttika September 2025Errors and Troubleshooting (Windows)
• 
  Updated to 8.3.2, can't connect to Fidelity, seeing duplicate accounts and incorrect balances

  Closed System 42 views 2 comments 0 points Most recent by Quicken Alyssa September 2025Investing (Mac)
• 
  Recording changes in the cost of investments

  Answered Closed richt1 22 views 2 comments 0 points Most recent by bmciance September 2025Investing (Windows)
• 
  Phantom Brokerage Account Entry

  Closed Baldlegal 11 views 1 comment 0 points Most recent by Quicken Kristina September 2025Investing (Mac)
• 
  Wrong/Missing Account Type For Newly Added Fidelity 401k Account

  Closed cyberphile 136 views 4 comments 0 points Most recent by EvDob September 2025Errors and Troubleshooting (Windows)
• 
  How do I enter employer 401k contribution if it's done annually?

  Answered Closed vgburke85 105 views 7 comments 0 points Most recent by Tom Young September 2025Registers & Transactions (Windows)
• 
  Quicken R64.25 is not getting correct Cash Balance for Fidelity accounts w/ EWC+

  Closed leishirsute 1.1K views 32 comments 1 point Most recent by Quicken Kristina September 2025Download, Add/Update Accounts (Windows)
• 
  Investment ledger error

  Answered Closed rayrozema 31 views 2 comments 0 points Most recent by Quicken Kristina September 2025Errors and Troubleshooting (Windows)
• 
  Quicken Disaster Today - Fidelity Account Mismatches

  Closed GlennK 32 views 1 comment 0 points Most recent by Quicken Kristina September 2025Errors and Troubleshooting (Windows)
• 
  FZEXX shows the correct balance but the account now has a large negative balance

  Closed System 2 views 2 comments 0 points Most recent by Quicken Kristina September 2025Investing (Mac)
• 
  new method direct connect to merrill lynch from quicken windows

  Closed Dennis Freeman 509 views 11 comments 0 points Most recent by Quicken Kristina September 2025Download, Add/Update Accounts (Windows)
• 
  Fund Name Mismatch - How Not to Lose Price History

  Closed kleinfelter 37 views 3 comments 0 points Most recent by Jim_Harman September 2025Investing (Windows)
• 
  R 64.19 Morningstar X-Ray

  Closed Bob_L 112 views 6 comments 0 points Most recent by Michael Reavell September 2025Investing (Windows)
• 
  Financial institution connection update and zzz meaning.

  Answered ✓ Closed Tony Luers 136 views 3 comments 1 point Most recent by NotACPA September 2025Download, Add/Update Accounts (Windows)
• 
  Incorrect account balance in investment performance report

  Closed MikeC331 42 views 2 comments 0 points Most recent by MikeC331 September 2025Investing (Windows)
• 
  Merrill lynch reauthorization message - keeps showing up for margin account

  Closed MG99 41 views 3 comments 0 points Most recent by Quicken Alyssa September 2025Errors and Troubleshooting (Windows)
• 
  Merged: Continuing issues with Fidelity

  Closed Tammy Van Buren 101 views 0 comments 0 points Most recent by Lew September 2025Errors and Troubleshooting (Windows)
• 
  1

  Up
  Propose Automatic New or Matching Security in Investment Register

  Reviewed SeaStar 21 views 1 comment 1 point Most recent by Chris_QPW September 2025Investments
• 
  1

  Up
  Move Minimum Gain Button to Earlier Screen or Make a Preference

  Reviewed ebrooks999 21 views 0 comments 1 point Most recent by ebrooks999 September 2025Investments
• 
  Errors with updating Fidelity Accounts CC-800

  Answered Closed eurogenes 61 views 1 comment 0 points Most recent by Quicken Anja September 2025Download, Add/Update Accounts (Windows)
• 
  9/24/25 Fidelity Investments - Changes to Money Market/Cash holdings

  Announcement Quicken Anja 3.2K views 0 comments 2 points Most recent by Quicken Anja September 2025Announcements