Investments

Discussion List

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  Ability to transfer cross- or multi-listed stocks directly between accounts

  New tmuirhead 22 views 1 comment 1 point Most recent by Chris_QPW March 10Investments
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  Fidelity HSA - No Downloaded Transactions

  System 15 views 2 comments 0 points Most recent by Quicken Laura March 10Errors and Troubleshooting (Windows)
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  Merrill Lynch - Investment Account incorrect cash balance

  gabes 57 views 6 comments 0 points Most recent by Quicken Laura March 10Errors and Troubleshooting (Mac)
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  Fidelity download issues 3-3-26

  berryjt 272 views 16 comments 1 point Most recent by TiH March 10Investing (Windows)
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  Error connecting when setting up Fidelity accounts

  lgt 32 views 1 comment 0 points Most recent by Quicken Kristina March 9Registers & Transactions (Mac)
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  Need help changing to one-step update for Merrill Lynch bank accounts

  Bill Gulledge 68 views 10 comments 0 points Most recent by Quicken Kristina March 9Download, Add/Update Accounts (Windows)
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  BYDDF – “Stock Splits May Be Missing”. Anyone Still Seeing This?

  TexMike 62 views 7 comments 0 points Most recent by Quicken Kristina March 9Download, Add/Update Accounts (Windows)
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  Fidelity Investments - Download issues

  Answered ✓ Franklin S. 138 views 4 comments 0 points Most recent by SierraRyderRanch March 9Download, Add/Update Accounts (Windows)
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  Unable to enter investment transaction / Quicken version R66-26

  Answered Ram 23 views 1 comment 0 points Most recent by Quicken Laura March 9Using Quicken on the Web
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  Downloading transactions locks up quicken

  Answered dfmeyer 41 views 3 comments 0 points Most recent by Quicken Laura March 9Download, Add/Update Accounts (Windows)
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  What is happening between Quicken and Fidelity in the past couple of days. Quicken Deluxe, Windows

  stenan7 105 views 3 comments -1 point Most recent by Quicken Laura March 9Download, Add/Update Accounts (Windows)
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  Certificate of Deposit Maturity

  Retired Banker 30 views 2 comments 1 point Most recent by Retired Banker March 9Investing (Windows)
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  Case Number Ticket ID Ticket ID":"12003415 - THIS PROBLEM HAS NOT BEEN FIXED

  dsclove 44 views 2 comments 0 points Most recent by Quicken Kristina March 8Download, Add/Update Accounts (Mac)
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  What is EWC?

  Answered Leland Payne 44 views 2 comments 0 points Most recent by NotACPA March 8Download, Add/Update Accounts (Windows)
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  Any ETA on resolution of CC-601 Error with Fidelity accounts/

  Answered NiralS 37 views 1 comment 0 points Most recent by NotACPA March 8Download, Add/Update Accounts (Windows)
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  Can no longer see detailed listing for Vanguard account

  System 13 views 2 comments 0 points Most recent by Quicken Kristina March 8Errors and Troubleshooting (Windows)
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  ACB (Cost Basis) Calculation

  Reviewed mark16 46 views 5 comments 2 points Most recent by Quicken Kristina March 8Canada Mac
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  Fidelity Stopped updating

  ejvette1998 33 views 1 comment 0 points Most recent by Quicken Alyssa March 8Download, Add/Update Accounts (Windows)
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  Empower Retirement Downloads give Zero Balance

  F1Fun 10 views 1 comment 0 points Most recent by Quicken Kristina March 7Errors and Troubleshooting (Windows)
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  Fidelity Money Market (SPAXX) Not Showing in Quicken After Recent Update

  System 34 views 3 comments 0 points Most recent by NotACPA March 7Download, Add/Update Accounts (Windows)
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  CC-601 on all Fidelity accounts + CC-800 on US Bank and Chase accounts

  Mike129 186 views 6 comments 1 point Most recent by Quicken Kristina March 7Errors and Troubleshooting (Windows)
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  Creating year-end archive for any past date

  Reviewed hotjava 34 views 1 comment 1 point Most recent by unknown March 7Backups and File Conversions
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  Portfolio X-Ray not recognizing ETF stock funds

  Answered ✓ Langston Holland 1.2K views 81 comments 2 points Most recent by Jim_Harman March 7Investing (Windows)
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  Investment accounts are loading very slowly

  fmashby 138 views 18 comments 0 points Most recent by SirWm March 6Registers & Transactions (Windows)
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  Securities are not reflecting accurate cost information when sold.

  Answered pianolady 22 views 2 comments 0 points Most recent by Jon March 5Investing (Mac)
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  Add number of shares to Security List

  Reviewed Rocket J Squirrel 91 views 9 comments 19 points Most recent by NotACPA March 5Investments
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  How to add a 401K account portion that is not based on ticker

  Answered cfauvel 97 views 7 comments 0 points Most recent by Quicken Laura March 5Investing (Windows)
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  New JP Morgan Investment accounts are not being added

  Answered LJDM 22 views 1 comment 0 points Most recent by Quicken Alyssa March 5Download, Add/Update Accounts (Mac)
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  is there an error importing .csv investment file into a brokerage account

  Answered ✓ benjamin123 413 views 25 comments 0 points Most recent by ddavec March 5Investing (Windows)
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  Fidelity Cash Management account not showing up

  Answered Avi Dee 130 views 7 comments 0 points Most recent by Stephen Fox March 4Download, Add/Update Accounts (Mac)