Investments

Discussion List

• 
  Fidelity CC-901/Reauthorization Loop

  Closed System 486 views 21 comments 0 points Most recent by Movie Nut September 2025Download, Add/Update Accounts (Windows)
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  Fidelity & RobinHood Suddenly Not Downloading Correctly

  Answered Closed kyoung221 77 views 3 comments 0 points Most recent by kyoung221 September 2025Investing (Mac)
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  Investment Chart Displays Sawtooth Pattern

  Answered Closed PhilP` 17 views 1 comment 0 points Most recent by Chris_QPW September 2025Investing (Mac)
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  Placeholder

  Answered Closed aLfGordon 76 views 3 comments 0 points Most recent by Quicken Kristina September 2025Investing (Windows)
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  Ascensus - RP Link connectivity problem (QWin)

  Closed System 19 views 4 comments 0 points Most recent by DSK55 September 2025Download, Add/Update Accounts (Windows)
• 
  Corrupted after update ? I guess

  Closed Perry Smith 128 views 4 comments 0 points Most recent by Perry Smith September 2025Installing and Updating (Mac)
• 
  Please clarify exactly what changed with R64.30

  Closed Chris_QPW 461 views 12 comments 2 points Most recent by Geobrick September 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity Sales showing as Withdrawls on Quicken Classic Windows (R64.30)

  Closed J. Snyder 64 views 2 comments 1 point Most recent by Quicken Kristina September 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity reauthorization doesn't list correct "Link to Existing Account"

  Answered Closed BarbGB 128 views 4 comments 0 points Most recent by BarbGB September 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity – Cash Representation

  Closed mvwabc 73 views 3 comments 0 points Most recent by Quicken Alyssa September 2025Download, Add/Update Accounts (Windows)
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  Fidelity - Some security quantities incorrect (QWin)

  Closed System 5 views 2 comments 0 points Most recent by Quicken Kristina September 2025Download, Add/Update Accounts (Windows)
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  User generated asset classes

  Reviewed lfields333 37 views 3 comments 13 points Most recent by Quicken Kristina September 2025Product Enhancements
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  My Fidelity connection date did not work correctly

  Answered Closed nuttika 184 views 11 comments 0 points Most recent by nuttika September 2025Errors and Troubleshooting (Windows)
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  Updated to 8.3.2, can't connect to Fidelity, seeing duplicate accounts and incorrect balances

  Closed System 59 views 2 comments 0 points Most recent by Quicken Alyssa September 2025Investing (Mac)
• 
  Recording changes in the cost of investments

  Answered Closed richt1 25 views 2 comments 0 points Most recent by bmciance September 2025Investing (Windows)
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  Phantom Brokerage Account Entry

  Closed Baldlegal 20 views 1 comment 0 points Most recent by Quicken Kristina September 2025Investing (Mac)
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  Wrong/Missing Account Type For Newly Added Fidelity 401k Account

  Closed cyberphile 176 views 4 comments 0 points Most recent by EvDob September 2025Errors and Troubleshooting (Windows)
• 
  How do I enter employer 401k contribution if it's done annually?

  Answered Closed vgburke85 160 views 7 comments 0 points Most recent by Tom Young September 2025Registers & Transactions (Windows)
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  Quicken R64.25 is not getting correct Cash Balance for Fidelity accounts w/ EWC+

  Closed leishirsute 1.2K views 32 comments 1 point Most recent by Quicken Kristina September 2025Download, Add/Update Accounts (Windows)
• 
  Investment ledger error

  Answered Closed rayrozema 33 views 2 comments 0 points Most recent by Quicken Kristina September 2025Errors and Troubleshooting (Windows)
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  Quicken Disaster Today - Fidelity Account Mismatches

  Closed GlennK 35 views 1 comment 0 points Most recent by Quicken Kristina September 2025Errors and Troubleshooting (Windows)
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  FZEXX shows the correct balance but the account now has a large negative balance

  Closed System 5 views 2 comments 0 points Most recent by Quicken Kristina September 2025Investing (Mac)
• 
  new method direct connect to merrill lynch from quicken windows

  Closed Dennis Freeman 580 views 11 comments 0 points Most recent by Quicken Kristina September 2025Download, Add/Update Accounts (Windows)
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  Fund Name Mismatch - How Not to Lose Price History

  Closed kleinfelter 47 views 3 comments 0 points Most recent by Jim_Harman September 2025Investing (Windows)