Investments

Discussion List

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  Fidelity Options - Short Sales and Covered SHorts

  Closed rbridges01 34 views 2 comments 0 points Most recent by Warhawk October 2025Download, Add/Update Accounts (Windows)
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  Merged: Fidelity not handling 401(k) rebalancing transactions properly

  Closed BrittMayo 31 views 0 comments 1 point Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Merged: Fidelity NetBenefit Non-Public Traded Funds Share Price Updates Not Downloading

  Closed Ducati 71 views 0 comments 1 point Most recent by EvDob October 2025Download, Add/Update Accounts (Windows)
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  Fidelity EWC+ does not seem to add accounts that have linked cash accounts

  Closed leishirsute 63 views 3 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  New Fidelity Connection - Incorrect # of Shares/Missing Investment Accounts [WIN]

  Closed Marilyn Heidenfelder 6.4K views 120 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  What’s Going On Between Fidelity and Quicken?

  Closed Desiree 37.3K views 587 comments 4 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  No Value Investments

  Answered ✓ Closed Adience 67 views 3 comments 0 points Most recent by Adience October 2025Investing (Windows)
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  Fidelity Reauthorization Loop

  Closed System 315 views 9 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  Citi investment not working again

  Closed DesiArnez 43 views 2 comments 0 points Most recent by Quicken Alyssa October 2025Errors and Troubleshooting (Windows)
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  One Step Update Not Updating Investment Accounts

  Closed Dan13 131 views 3 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  Fidelity NetBenefits 401(k) is still downloading incorrect transactions

  Closed cyberphile 93 views 3 comments 0 points Most recent by Quicken Kristina October 2025Registers & Transactions (Windows)
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  Fidelity cash balance not matching that downloaded for IRA accounts

  Closed chestrenu 103 views 5 comments 0 points Most recent by nothear2talk October 2025Errors and Troubleshooting (Windows)
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  Where are the Morningstar elements in 64.30?

  Closed MMinderbinder 74 views 5 comments 0 points Most recent by NotACPA October 2025Investing (Windows)
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  A phantom/invisible transaction is throwing off my cleared balance. What can I do?

  Answered Closed MWK8 292 views 11 comments 0 points Most recent by Jim_Harman October 2025Registers & Transactions (Windows)
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  Fidelity Money Market Mismatch Message after EWC+

  Closed Bione 84 views 5 comments 0 points Most recent by Chris_QPW October 2025Investing (Windows)
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  The Payee on a reinvested dividends is incorrect

  Answered Closed HLT 92 views 6 comments 0 points Most recent by Jim_Harman October 2025Reports (Windows)
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  Missing transactions in Fidelity IRA and brokerage accounts (QWin)

  Closed System 45 views 2 comments 0 points Most recent by Quicken Kristina October 2025Investing (Windows)
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  Having trouble syncing 3 Fidelity accounts with Quicken

  Closed System 124 views 4 comments 0 points Most recent by Movie Nut October 2025Download, Add/Update Accounts (Windows)
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  where are the registers for investment accounts?

  Answered Closed Corky4 34 views 2 comments 0 points Most recent by Quicken Kristina October 2025Registers & Transactions (Windows)