Investments

Discussion List

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  EWC+ runs and fails to download transactions from Merrill.

  Closed Twoputt. 60 views 3 comments 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
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  Merrill Lynch - Cash & Sweep Accounts never balance properly

  Closed mccardc 24 views 1 comment 0 points Most recent by gabes December 2025Investing (Windows)
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  Unable to add Raymond James Accounts where the last 4 characters contain a letter

  Closed mlurie 144 views 1 comment 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
• 
  New QMac User - Ready to Try Investments But They're Fidelity - Should I Wait?

  Closed qwyattguy 245 views 11 comments 0 points Most recent by Gary Breitbord December 2025Investing (Mac)
• 
  Fidelity 401K downloading the same security for every transaction

  Closed jameswolfe8561 68 views 3 comments 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
• 
  CC-501 trying to setup TreasuryDirect (reopened, still not fixed)

  Closed jbowler 100 views 3 comments 1 point Most recent by DPW-CT December 2025Paying Bills, Online Billers & Reminders (Windows)
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  5

  Up
  Add Roth Conversion Estimator

  Reviewed CowboyNav1 128 views 5 comments 5 points Most recent by CowboyNav1 December 2025Product Enhancements
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  How to record advisor fees in quicken for Mac to impact Rate of return

  Answered Closed Qkndufus 126 views 4 comments 0 points Most recent by Jon December 2025Investing (Mac)
• 
  My error please ignore

  Closed Jeff Bean 23 views 1 comment 0 points Most recent by Quicken Alyssa December 2025Download, Add/Update Accounts (Windows)
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  Fidelity not downloading transactions

  Closed Ghawkeswood 478 views 15 comments 0 points Most recent by 12Fairmount+ December 2025Download, Add/Update Accounts (Windows)
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  Fidelity Investments no longer downloading transaction data

  Answered Closed Nick_Quick 2K views 53 comments 2 points Most recent by Nick_Quick December 2025Investing (Mac)
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  Fidelity Investments - linked checking account not updating [Edited]

  Answered Closed A good dane 91 views 1 comment 0 points Most recent by recursor1 December 2025Download, Add/Update Accounts (Windows)
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  Fidelity Transactions not downloading to Quicken Classic on Windows

  Closed will66pu 2.6K views 41 comments 1 point Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
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  Investment account not syncing with desktop

  Closed ralphf 88 views 3 comments 0 points Most recent by Quicken Anja December 2025Errors and Troubleshooting (Mobile)
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  Financial Account Display Has Changed

  Closed Michael Winnick 83 views 3 comments 0 points Most recent by Rocket J Squirrel December 2025Investing (Windows)
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  This transaction was created from a split transaction

  Closed scottmonte 30 views 1 comment 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
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  Quicken keeps needing to confirm if one Fidelity holding is new or existing

  Closed System 39 views 2 comments 0 points Most recent by Quicken Kristina December 2025Errors and Troubleshooting (Windows)
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  Unable to download transactions from Edward Jones for the last 3 days starting 10/14/2025

  Closed Phardy 157 views 6 comments 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
• 
  Editing an existing core account transaction doesn't work properly

  Closed System 19 views 1 comment 0 points Most recent by elorimer December 2025Download, Add/Update Accounts (Windows)
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  Fidelity cash management account

  Answered Closed JoshFla 312 views 7 comments 0 points Most recent by utexex79@ November 2025Download, Add/Update Accounts (Windows)
• 
  LPL now updating one mutual fund.

  Closed tolich 43 views 3 comments 0 points Most recent by Quicken Alyssa November 2025Errors and Troubleshooting (Windows)
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  Fidelity Trust account not updating [Edited]

  Answered Closed stevenhyman1781 35 views 3 comments 0 points Most recent by Quicken Anja November 2025Download, Add/Update Accounts (Windows)