Investments

Discussion List

• 
  How is investment return calculated?

  Answered Closed sneff30 181 views 7 comments 0 points Most recent by Chris_QPW November 2025Investing (Mac)
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  Cannot get cash balance to reconcile/show accurately (Fidelity)

  Closed Charles Farnell 179 views 5 comments 0 points Most recent by Quicken Alyssa November 2025Registers & Transactions (Windows)
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  fidelity investments accounts still showing shares held instead of cash

  Answered Closed rayseidlinger 267 views 11 comments 0 points Most recent by Quicken Kristina November 2025Registers & Transactions (Windows)
• 
  Current Fidelity Instructions

  Answered Closed Bob@45 686 views 9 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  zzz-fidelity account appeared after migration [Edited]

  Closed aboxbaum 121 views 3 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  Fidelity non-qualified plan fund sales downloaded as withdrawals and missing info

  Closed System 23 views 2 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  Fidelity NetBenefits transaction posted to Janus account

  Closed System 37 views 2 comments 0 points Most recent by Quicken Kristina November 2025Errors and Troubleshooting (Windows)
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  Schwab cc-800

  Closed jtawil777 246 views 12 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
• 
  Wells Fargo Advisors won't download transations

  Closed mhsherman461 666 views 12 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
• 
  Quicken/Fidelity Link wants to link existing Brokerage accounts as checking through online set up

  Closed Dennis Nelson 424 views 8 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  Fidelity transactions not downloading (QWin)

  Closed System 511 views 15 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
• 
  Merrill Lynch Investments does not update – NO ERROR CODE

  Closed mvwabc 186 views 3 comments 0 points Most recent by Quicken Kristina November 2025Errors and Troubleshooting (Windows)
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  New Stock Purchase Does Not Allow Funding Account (Q Mac)

  Closed bill.fry 55 views 2 comments 0 points Most recent by Jon November 2025Investing (Mac)
• 
  Merrill Lynch Reinvestments

  Closed GTmem 633 views 23 comments 0 points Most recent by SomebodyInGNV November 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity Error CC-501 now Error CC-506

  Closed tellis32 167 views 3 comments 0 points Most recent by Quicken Alyssa November 2025Download, Add/Update Accounts (Windows)
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  Fidelity NetBenefits not downloading Complete - Positions and Transactions.

  Closed Ducati 67 views 1 comment 0 points Most recent by Quicken Alyssa November 2025Download, Add/Update Accounts (Windows)
• 
  Getting Old Duplicate Transactions with Fidelity

  Closed BarryMo 19 views 1 comment 0 points Most recent by Quicken Alyssa November 2025Download, Add/Update Accounts (Windows)
• 
  Charles Schwab not downloading?

  Answered Closed VOODIA 519 views 5 comments 2 points Most recent by Quicken Alyssa November 2025Download, Add/Update Accounts (Windows)
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  New Fidelity Connection Method - Service Unavailable message [Edited]

  Answered Closed CharlieG 1.6K views 40 comments 2 points Most recent by smess November 2025Download, Add/Update Accounts (Windows)
• 
  During Fidelity Download, PREVIOUSLY entered transactions are lost

  Closed rwaynerogers 163 views 7 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
• 
  Downloading Fidelity Brokerage accounts

  Closed Cathy Diotte Scott 733 views 13 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)