Investments

Discussion List

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  Fidelity Donor Advised Fund and Quicken

  Closed gsquaredmarg 164 views 1 comment 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Fidelity Accounts Transaction Downloading Has Once Again Stopped Working

  Closed Jean-Marie 161 views 3 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Reauthorizing Fidelity accounts caused a duplicate account and other issues

  Closed System 108 views 6 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Grossly Incorrect Account Values When Downloading Fidelity HSA

  Answered Closed clh8712 21 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  What works when the subscription is over?

  Answered Closed MauryJ 186 views 6 comments 0 points Most recent by MauryJ October 2025Investing (Windows)
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  Downloaded transaction errors after Fidelity reauthorize

  Closed John McCoy 123 views 4 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Option Prices Not Updating/downloading

  Closed BRETTB 221 views 10 comments 0 points Most recent by BRETTB October 2025Download, Add/Update Accounts (Windows)
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  Fidelity Options - Short Sales and Covered SHorts

  Closed rbridges01 35 views 2 comments 0 points Most recent by Warhawk October 2025Download, Add/Update Accounts (Windows)
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  Merged: Fidelity not handling 401(k) rebalancing transactions properly

  Closed BrittMayo 31 views 0 comments 1 point Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Merged: Fidelity NetBenefit Non-Public Traded Funds Share Price Updates Not Downloading

  Closed Ducati 71 views 0 comments 1 point Most recent by EvDob October 2025Download, Add/Update Accounts (Windows)
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  Fidelity EWC+ does not seem to add accounts that have linked cash accounts

  Closed leishirsute 71 views 3 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  New Fidelity Connection - Incorrect # of Shares/Missing Investment Accounts [WIN]

  Closed Marilyn Heidenfelder 6.8K views 120 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  What’s Going On Between Fidelity and Quicken?

  Closed Desiree 40.2K views 587 comments 4 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  No Value Investments

  Answered ✓ Closed Adience 75 views 3 comments 0 points Most recent by Adience October 2025Investing (Windows)
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  Fidelity Reauthorization Loop

  Closed System 371 views 9 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  Citi investment not working again

  Closed DesiArnez 52 views 2 comments 0 points Most recent by Quicken Alyssa October 2025Errors and Troubleshooting (Windows)
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  One Step Update Not Updating Investment Accounts

  Closed Dan13 146 views 3 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  Fidelity NetBenefits 401(k) is still downloading incorrect transactions

  Closed cyberphile 98 views 3 comments 0 points Most recent by Quicken Kristina October 2025Registers & Transactions (Windows)