Investments

Discussion List

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  CC-901 at Fidelity Investments

  EvDob 54 views 6 comments 0 points Most recent by EvDob February 22Download, Add/Update Accounts (Windows)
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  Fidelity authorization prompt results in a duplicate account [Edited]

  RyanJeff 18 views 1 comment 0 points Most recent by Quicken Kristina February 21Download, Add/Update Accounts (Windows)
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  Portfolio X-Ray World Regions diagram always shows mostly in the Americas

  System 19 views 2 comments 0 points Most recent by Quicken Kristina February 21Investing (Windows)
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  Fidelity Transactions Not Downloading this Morning

  rbridges01 93 views 6 comments 0 points Most recent by Chuck56 February 21Download, Add/Update Accounts (Windows)
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  Cannot Edit "Action" in Register for Manual Investment Transaction

  Paddle2419 49 views 5 comments 0 points Most recent by Quicken Kristina February 21Registers & Transactions (Windows)
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  Fidelity investments double downloading transactions

  System 29 views 2 comments 0 points Most recent by Quicken Kristina February 21Download, Add/Update Accounts (Windows)
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  NYS Deferred Comp

  Drew Biondo 12 views 3 comments 0 points Most recent by Drew Biondo February 21Download, Add/Update Accounts (Mac)
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  Since late last year Morningstar X-ray asset allocations for index funds, ETF's and Money Market Fun

  Answered ✓ mcski 38 views 3 comments 0 points Most recent by mcski February 20Investing (Windows)
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  Added a Fidelity investment account

  Answered arauseo 18 views 1 comment 0 points Most recent by Quicken Kristina February 20Download, Add/Update Accounts (Windows)
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  RESOLVED 2/20/26 Fidelity Core Cash Transactions Downloading as “Cover Short Sale (CvrShrt)”

  Quicken Alyssa 2.7K views 3 comments 11 points Most recent by Quicken Janean February 20Alerts, Online Banking & Known Product Issues
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  Fidelity Investments has made changes to the way it shares money market/cash transactional informati

  FEC 251 views 17 comments 0 points Most recent by Quicken Kristina February 20Investing (Windows)
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  Where are oddball Dow prices coming from?

  Answered ✓ Rocket J Squirrel 204 views 15 comments 0 points Most recent by Michael Jones February 20Investing (Windows)
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  Fidelity balances in Quicken for Mac are not recorded properly

  Sean Franklin 90 views 5 comments 0 points Most recent by John_in_NC February 19Download, Add/Update Accounts (Mac)
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  How do I update checking accounts

  Answered Closed reh7760 46 views 4 comments 0 points Most recent by Quicken Alyssa February 19Download, Add/Update Accounts (Windows)
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  Tax Planner Defaulting to Estimate or No Projected Amount

  Tammy Van Buren 87 views 8 comments 0 points Most recent by Tammy Van Buren February 19Budgeting and Planning Tools (Windows)
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  Equity prices not updating when I select "Update" from the Investing/Dashboard screen

  Answered Chuck56 51 views 4 comments 0 points Most recent by Chuck56 February 18Investing (Windows)
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  Downloading 401k transactions as BoughtX/Sold X

  Answered carlyn.irwin 149 views 18 comments 0 points Most recent by Jim_Harman February 18Download, Add/Update Accounts (Windows)
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  As I try to continue reconciling Q Classic Cda to Excel

  Answered Tealeaf3 71 views 4 comments 0 points Most recent by Quicken Kristina February 17All Things Canadian (Windows)
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  Need help changing to one-step update for Merrill Lynch bank accounts

  Bill Gulledge 45 views 8 comments 0 points Most recent by Quicken Kristina February 17Download, Add/Update Accounts (Windows)
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  Quicken re-authorization fails on Quicken side

  Closed b-quick 45 views 4 comments 0 points Most recent by Quicken Alyssa February 17Download, Add/Update Accounts (Windows)
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  Investment accounts dashboard no longer allows editing number of shares

  Answered Closed wilco995 41 views 4 comments 0 points Most recent by Quicken Alyssa February 17Investing (Windows)
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  Fidelity download not recognizing securities

  crg63 50 views 5 comments 0 points Most recent by John_in_NC February 16Errors and Troubleshooting (Mac)
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  Downloading transactions locks up quicken

  Answered dfmeyer 32 views 2 comments 0 points Most recent by Quicken Laura February 16Download, Add/Update Accounts (Windows)
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  Merrill Lynch Holdings

  Answered LordXerxes 29 views 3 comments 0 points Most recent by Quicken Kristina February 16Download, Add/Update Accounts (Windows)
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  Connecting Quicken to E-Trade for detailed tracking

  Closed pedrovanrooij 48 views 4 comments 0 points Most recent by Quicken Alyssa February 16Errors and Troubleshooting (Mac)
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  Transaction Dates Change

  Answered Closed mkeRAD 23 views 4 comments 0 points Most recent by Quicken Alyssa February 16Registers & Transactions (Windows)
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  Philadelphia Deferred Compensation drops decimal places and displays account in millions

  Jordbarnet 16 views 1 comment 0 points Most recent by jacobs February 15Errors and Troubleshooting (Mac)
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  8

  Up
  Please allow user to edit/change auto-populated INDUSTRY classification of securities

  Reviewed gkading 62 views 4 comments 8 points Most recent by reister February 15Investments
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  Fidelity Updates Still Broken after Update

  extravoice 3.9K views 164 comments 2 points Most recent by qudtp February 15Download, Add/Update Accounts (Windows)