Investments

Discussion List

• 
  Whats the status on Ticket #11999090: Fidelity HSA account downloads

  Answered soccerCoffeeMom 117 views 7 comments -1 point Most recent by unknown December 9Errors and Troubleshooting (Windows)
• 
  Fidelity HSA not downloading transactions

  rskurato 285 views 13 comments 1 point Most recent by rskurato December 9Download, Add/Update Accounts (Windows)
• 
  2

  Up
  Show holdings at bottom of Investment register

  Reviewed Lee Tumbleson 31 views 2 comments 2 points Most recent by q_lurker December 8Investments
• 
  Fidelity transactions downloading, but missing information

  System 11 views 3 comments 0 points Most recent by Quicken Kristina December 8Download, Add/Update Accounts (Windows)
• 
  Splitting assets in accounts

  Answered apearlman 21 views 2 comments 0 points Most recent by apearlman December 7Business and Rental Property Tools (Windows)
• 
  Fidelity CMA account question

  es114 21 views 1 comment 0 points Most recent by Quicken Kristina December 7Download, Add/Update Accounts (Windows)
• 
  Quicken requests reauthorization for Fidelity LINKED cash account

  andrew.h.zack 11 views 1 comment 0 points Most recent by Quicken Kristina December 7Download, Add/Update Accounts (Windows)
• 
  FIDELITY CRYPTO ROTH ACCOUNT

  PERSUASION-STX 13 views 1 comment 0 points Most recent by Quicken Kristina December 7Download, Add/Update Accounts (Windows)
• 
  Quicken can't find a CD at my credit union

  lmacmil 21 views 3 comments 0 points Most recent by Quicken Alyssa December 7Errors and Troubleshooting (Windows)
• 
  1
  Downloading detailed Investment transactions

  MacRon14 12 views 1 comment 1 point Most recent by jacobs December 7Investments
• 
  New Download capability from Merrill Lynch Benefits Online downloads incorrect data

  dsclove 490 views 23 comments 1 point Most recent by Quicken Alyssa December 7Download, Add/Update Accounts (Mac)
• 
  Merrill Lynch - Incorrect Investment Account Balance on 401K Bond Funds - shares off by 100x

  Answered LouCan 32 views 3 comments 0 points Most recent by Quicken Alyssa December 7Errors and Troubleshooting (Windows)
• 
  Importing Investment .csv Files Is Not Reliable

  ChrisP. 246 views 17 comments 0 points Most recent by Quicken Kristina December 7Investing (Windows)
• 
  Solution to Fidelity not downloading all transactions into Quicken

  Gary Lucido 177 views 6 comments 2 points Most recent by marcaronson408 December 7Investing (Windows)
• 
  EWC+ runs and fails to download transactions from Merrill.

  Paul LeLievre 21 views 3 comments 0 points Most recent by Quicken Kristina December 6Download, Add/Update Accounts (Windows)
• 
  Merrill Lynch - Cash & Sweep Accounts never balance properly

  mccardc 12 views 1 comment 0 points Most recent by gabes December 6Investing (Windows)
• 
  Investment transaction NOT recorded

  Perry 21 views 2 comments 0 points Most recent by jacobs December 5Errors and Troubleshooting (Mac)
• 
  Unable to add Raymond James Accounts where the last 4 characters contain a letter

  mlurie 23 views 1 comment 0 points Most recent by Quicken Kristina December 5Download, Add/Update Accounts (Windows)
• 
  2

  Up
  Enhancement to Security Detail view

  Reviewed grifman 31 views 3 comments 2 points Most recent by jsnider47 December 5Investments
• 
  Fidelity no muni indicator in memo download

  Answered MACMONEY 32 views 4 comments 0 points Most recent by MACMONEY December 5Download, Add/Update Accounts (Mac)
• 
  New QMac User - Ready to Try Investments But They're Fidelity - Should I Wait?

  qwyattguy 103 views 11 comments 0 points Most recent by Gary Breitbord December 5Investing (Mac)
• 
  Fidelity 401K downloading the same security for every transaction

  jameswolfe8561 32 views 3 comments 0 points Most recent by Quicken Kristina December 5Download, Add/Update Accounts (Windows)
• 
  Honeywell International Spin-Off Of Solstice Advanced Materials - Cost Basis

  Rick8 461 views 4 comments 1 point Most recent by BobP74 December 5Investing (Windows)
• 
  Fidelity NetBenefits and Reinvest Dividends

  John_in_NC 293 views 18 comments 0 points Most recent by Quicken Kristina December 5Investing (Mac)
• 
  CC-501 trying to setup TreasuryDirect (reopened, still not fixed)

  jbowler 31 views 3 comments 1 point Most recent by DPW-CT December 4Paying Bills, Online Billers & Reminders (Windows)
• 
  1

  Up
  Add Roth Conversion Estimator

  Reviewed CowboyNav1 31 views 5 comments 1 point Most recent by CowboyNav1 December 4Product Enhancements
• 
  How to record advisor fees in quicken for Mac to impact Rate of return

  Answered Qkndufus 31 views 4 comments 0 points Most recent by Jon December 3Investing (Mac)
• 
  Fidelity HSA still not downloading transactions

  Dennis Nelson 54 views 1 comment 0 points Most recent by Quicken Alyssa December 3Download, Add/Update Accounts (Windows)