Investments

Discussion List

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  Fidelity issue with Netbenefits/Brokeragelink

  Dan 21 views 3 comments 0 points Most recent by Quicken Kristina January 23Download, Add/Update Accounts (Windows)
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  CLOSED 1/22/26 Charles Schwab Bank - Web Connect bid Discontinued

  Quicken Kristina 799 views 3 comments 1 point Most recent by Quicken Anja January 22Alerts, Online Banking & Known Product Issues
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  Fidelity HSA Download Issue

  Answered pgolda 73 views 3 comments 1 point Most recent by bobandsherry82 January 22Download, Add/Update Accounts (Windows)
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  Fidelity HSA not downloading transactions

  Closed System 191 views 4 comments 0 points Most recent by Quicken Alyssa January 22Download, Add/Update Accounts (Windows)
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  Fidelity HSA Transactions are now downloading Jan 2026

  QWBrad 11 views 1 comment 0 points Most recent by Quicken Alyssa January 22Download, Add/Update Accounts (Windows)
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  Is it Fixed? (No Transactions for Fidelity HSA Accounts (Ticket 11999090))

  rotygolf 43 views 6 comments 0 points Most recent by Quicken Anja January 22Errors and Troubleshooting (Windows)
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  Fidelity HSA not downloading transactions

  rskurato 331 views 14 comments 1 point Most recent by Quicken Anja January 22Download, Add/Update Accounts (Windows)
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  Fidelity HSA Account Not Functional for over 2 months - ETA on Solution?

  Scott413 142 views 2 comments 0 points Most recent by Quicken Anja January 22Download, Add/Update Accounts (Windows)
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  How can I reconcile the securities listed in Quicken with my investment account?

  Answered Chuck56 42 views 5 comments 0 points Most recent by Chuck56 January 22Investing (Windows)
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  Fidelity HSA still not downloading transactions

  Dennis Nelson 91 views 2 comments 0 points Most recent by Quicken Alyssa January 22Download, Add/Update Accounts (Windows)
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  Quicken requests reauthorization for Fidelity LINKED cash account

  andrew.h.zack 32 views 4 comments 0 points Most recent by leishirsute January 22Download, Add/Update Accounts (Windows)
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  Estimated Income on Portfolio screen from Investing tab

  Answered Gringgo 371 views 5 comments 0 points Most recent by fdragan January 22Investing (Windows)
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  A step closer to treating sweep account as cash for Vanguard?

  Geobrick 211 views 24 comments 0 points Most recent by Geobrick January 21Download, Add/Update Accounts (Windows)
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  Capital Gains Estimator

  MMinderbinder 111 views 12 comments 0 points Most recent by Cyclist January 21Investing (Windows)
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  List most recent security used at top of QuickFill list

  New JAMKCMO 1 view 1 comment 1 point Most recent by UKR January 21Investments
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  Add Qualified Dividend As Option For Income (Div, Int, etc.) and Income Reinvested Transactions

  Under Consideration f0445780 1.6K views 31 comments 53 points Most recent by SomebodyInGNV January 21Investments
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  Error with Merrill Lynch downloads

  Answered ✓ gslaby 42 views 4 comments 0 points Most recent by Quicken Alyssa January 20Errors and Troubleshooting (Windows)
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  Fidelity monthly share sales download with generic info

  System 82 views 12 comments 0 points Most recent by Quicken Alyssa January 20Download, Add/Update Accounts (Windows)
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  Sub-Accounts for Retirement

  Cyrano 72 views 11 comments 0 points Most recent by Jon January 20Investing (Mac)
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  Whack share price updates over the weekend

  RazorbackRick 91 views 11 comments 0 points Most recent by Jim_Harman January 19Download, Add/Update Accounts (Windows)
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  Fidelity balances in Quicken for Mac are not recorded properly

  Sean Franklin 32 views 2 comments 0 points Most recent by John_in_NC January 19Download, Add/Update Accounts (Mac)
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  Custom Asset Class Not Appearing on Asset Allocation Chart

  richradi 21 views 1 comment 0 points Most recent by Quicken Kristina January 18Investing (Windows)
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  Problem downloading data from Vanguard

  Answered ✓ HelenT 82 views 5 comments 0 points Most recent by Quicken Kristina January 18Download, Add/Update Accounts (Windows)
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  Connectivity issues with Brokerages- Thanks for the help!

  erik b 32 views 3 comments 0 points Most recent by Quicken Alyssa January 18Errors and Troubleshooting (Windows)
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  Robinhood won't update values or transactions

  dguenthner 1 view 2 comments 0 points Most recent by Quicken Kristina January 18Errors and Troubleshooting (Windows)
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  Account update

  cstuart 32 views 2 comments 0 points Most recent by Quicken Kristina January 18Download, Add/Update Accounts (Windows)
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  Merrill Lynch LMA link no longer working - wants to create a new LMA credit card account.

  MG99 11 views 3 comments 0 points Most recent by Quicken Kristina January 18Errors and Troubleshooting (Windows)
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  New Fidelity Connection Method problems

  pauljasmine 21 views 2 comments 0 points Most recent by Quicken Kristina January 18Download, Add/Update Accounts (Windows)
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  Merrill Lynch not reflecting correct cash balance

  gabes 21 views 2 comments 0 points Most recent by Quicken Kristina January 18Errors and Troubleshooting (Mac)