Investments

Discussion List

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  3

  Up
  Add stock indices to the aggregated investment view (Q Mac)

  Reviewed J-PH 1 view 0 comments 3 points Most recent by J-PH September 2025Investments
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  Fidelity CD Pricing Dowload Completely Wrong

  Answered Closed DavidS 408 views 17 comments 4 points Most recent by DavidS September 2025Errors and Troubleshooting (Windows)
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  Several "Options" transaction issues

  Closed ljb1493 111 views 7 comments 0 points Most recent by ljb1493 September 2025Investing (Windows)
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  How to record partial Bond Call?

  Closed mikek753b 233 views 18 comments 0 points Most recent by Tom Young September 2025Investing (Windows)
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  Question About Asset Allocation and Expected Return Regarding Bonds

  Answered Closed recursor1 85 views 5 comments 0 points Most recent by recursor1 September 2025Investing (Windows)
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  Edit/Override security CUSIP ID

  Closed Jeremy Kruse 282 views 7 comments 0 points Most recent by q_lurker September 2025Investing (Windows)
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  Missing mutual fund after Fidelity update

  Closed James Tonn 83 views 7 comments 0 points Most recent by Quicken Kristina September 2025Investing (Mac)
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  Is there a change to Fidelity NetBenefits downloading?

  Answered ✓ Closed AgBrewer97 2.5K views 33 comments 0 points Most recent by kayak September 2025Download, Add/Update Accounts (Windows)
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  Total Value in Investing tab is wrong; Accounts value (left column) is correct

  Closed MPS 13 views 2 comments 0 points Most recent by MPS September 2025Investing (Windows)
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  Fidelity Investment Reauthorizing Accounts

  Closed RobFS 31 views 1 comment 0 points Most recent by Quicken Alyssa September 2025Errors and Troubleshooting (Windows)
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  Since Sept 21 update, Fidelity balance is off

  Closed Lou Meyer 21 views 0 comments 0 points Most recent by Lou Meyer September 2025Investing (Windows)
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  New Quicken Connection with Fidelity treats FZDXX as both Money Market & Cash

  Closed udechwordiEr 295 views 8 comments 0 points Most recent by Quicken Kristina September 2025Investing (Mac)
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  Will Merrill Lynch QFX Work After the Mandatory Cutover to EWC+?

  Closed mrzookie 21 views 3 comments 0 points Most recent by Quicken Kristina September 2025Download, Add/Update Accounts (Windows)
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  sidebar incorrect, fidelity

  Answered Closed kev25865 21 views 1 comment 0 points Most recent by Quicken Kristina September 2025Investing (Mac)
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  Portfolio for Fidelity shows a stock I no longer have [Edited]

  Answered Closed markrich21 53 views 1 comment 0 points Most recent by Quicken Kristina September 2025Registers & Transactions (Mac)
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  Fidelity EWC+ conversion - which account for core MMF selection pop-up?

  Answered Closed leishirsute 133 views 9 comments 0 points Most recent by Quicken Kristina September 2025Download, Add/Update Accounts (Windows)
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  2 Windows computers connected to Fidelity, one more accurate than the other [Edited]

  Closed traderbrian 43 views 3 comments 0 points Most recent by Quicken Kristina September 2025File Conversion and Backup (Windows)
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  Securities Value incorrect after importing

  Answered Closed SilverEagle 96 views 7 comments 0 points Most recent by Jim_Harman September 2025Investing (Windows)
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  Why doesn’t FMOXX show up in the portfolio in my Fidelity account?

  Answered Closed Mark57 23 views 2 comments 0 points Most recent by Quicken Anja September 2025Registers & Transactions (Mac)
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  CD price quotes from Fidelity Investments changed by a factor of 100 after switch to EWC+

  Closed Dave01010100 454 views 19 comments 0 points Most recent by Quicken Kristina September 2025Download, Add/Update Accounts (Windows)
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  2

  Up
  Needs Investment ADVANCED ANALYTICS, not just BASIC TRACKING

  Reviewed NetWorthNinja 102 views 2 comments 2 points Most recent by Ray Cosner September 2025Investments
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  5

  Up
  Expand asset classes-Add Private Credit, Private Real Estate, Crypto, and Real Estate [Edited]

  Reviewed britsoftltd 12 views 0 comments 5 points Most recent by britsoftltd September 2025Product Enhancements
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  Quicken incorrect rename push

  Closed rjt21 21 views 1 comment 0 points Most recent by Quicken Alyssa September 2025Download, Add/Update Accounts (Windows)
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  Prompted to enter cash balance for Fidelity accounts daily

  Closed System 42 views 3 comments 0 points Most recent by 12Fairmount+ September 2025Download, Add/Update Accounts (Windows)
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  Security Comparison Mismatch reported incorrectly

  Answered Closed Ross Dillon 104 views 1 comment 0 points Most recent by Jim_Harman September 2025Investing (Windows)
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  Dashboard and Transaction views disagree

  Closed Dadio1953 13 views 1 comment 0 points Most recent by jacobs September 2025Investing (Mac)