Investments

Discussion List

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  Cash balance in investment account out of sync - Fidelity

  Closed Jeff2056 113 views 5 comments 0 points Most recent by Quicken Alyssa November 2025Registers & Transactions (Windows)
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  Restoring a backup does not redownload transactions for Fidelity linked cash account

  Closed leishirsute 81 views 7 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  Update on Vanguard moving from Direct Connect to EWC+?

  Closed hansenb40 141 views 3 comments 0 points Most recent by hansenb40 November 2025Download, Add/Update Accounts (Windows)
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  Fidelity Reauthorization

  Closed Lasleyma 563 views 15 comments 0 points Most recent by briankelly November 2025Download, Add/Update Accounts (Windows)
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  Bug with Memorized Payees and Investments

  Closed MGSaeba 43 views 3 comments 1 point Most recent by Jim_Harman November 2025Errors and Troubleshooting (Windows)
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  How to Merge Securities in Quicken Classic for Windows

  Closed aDail 355 views 3 comments 0 points Most recent by aDail October 2025Investing (Windows)
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  Fidelity updates still not working, after deactivate/set-up

  Closed Scott Wieder 82 views 3 comments 0 points Most recent by Quicken Kristina October 2025Errors and Troubleshooting (Windows)
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  NetxInvestor / Pershing Automatic Account Update

  Answered Closed JP McClernon 155 views 3 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  Unable to Connect to Fidelity NetBenefits

  Closed System 233 views 9 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  Fidelity connection migration issue

  Closed StephenCO 164 views 6 comments 0 points Most recent by Jon October 2025Investing (Mac)
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  Fidelity Transactions Still Not Being Dowloaded

  Closed pistolpete 63 views 3 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  Investing securities view Quote/Price shows 'Last Updated' date 2 days old, quotes stale

  Answered Closed Mike650101 111 views 3 comments 0 points Most recent by Mike650101 October 2025Investing (Windows)
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  Fidelity EWC+ 401(k) incorrect transaction--Bought should have been Xout

  Closed EvDob 54 views 3 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Merrill Lynch pending transactions flagging out holdings

  Closed neiltramel 113 views 4 comments 0 points Most recent by Chris_QPW October 2025Download, Add/Update Accounts (Windows)
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  Merrill Lynch CC-501

  Closed System 51 views 4 comments 0 points Most recent by Quicken Kristina October 2025Errors and Troubleshooting (Windows)
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  Transactions downloaded from Merrill Lynch not mapped correctly

  Closed System 2.3K views 74 comments 0 points Most recent by MELCO October 2025Download, Add/Update Accounts (Windows)
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  Tracking Investments in Partnerships

  Closed bkinva 106 views 2 comments 0 points Most recent by GT Stony October 2025Investing (Windows)
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  Fidelity accounts won't update at all after conversion

  Closed jon181 587 views 5 comments 0 points Most recent by Quicken Kristina October 2025Investing (Mac)
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  Fidelity accounts won't update at all after conversion (QWin)

  Closed System 41 views 3 comments 0 points Most recent by Quicken Kristina October 2025Investing (Windows)
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  Fidelity CC-506 error

  Closed System 165 views 8 comments 0 points Most recent by Quicken Kristina October 2025Errors and Troubleshooting (Windows)
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  Fidelity Reauthorization Fails on One Account of Many

  Answered ✓ Closed Scout_998 71 views 4 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Fidelity EWC+ Brokered CD Security Issue

  Closed Boatnmaniac 42 views 1 comment 1 point Most recent by Quicken Kristina October 2025Investing (Windows)
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  Fidelity accounts not updating

  Closed brockmari 1.7K views 15 comments 1 point Most recent by bsprinzmetal October 2025Download, Add/Update Accounts (Windows)