Investments

Discussion List

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  Fidelity Transactions Still Not Being Dowloaded

  Closed pistolpete 87 views 3 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  Investing securities view Quote/Price shows 'Last Updated' date 2 days old, quotes stale

  Answered Closed Mike650101 151 views 3 comments 0 points Most recent by Mike650101 October 2025Investing (Windows)
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  Fidelity EWC+ 401(k) incorrect transaction--Bought should have been Xout

  Closed EvDob 89 views 3 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Merrill Lynch pending transactions flagging out holdings

  Closed neiltramel 183 views 4 comments 0 points Most recent by Chris_QPW October 2025Download, Add/Update Accounts (Windows)
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  Merrill Lynch CC-501

  Closed System 86 views 4 comments 0 points Most recent by Quicken Kristina October 2025Errors and Troubleshooting (Windows)
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  Transactions downloaded from Merrill Lynch not mapped correctly

  Closed System 2.9K views 74 comments 0 points Most recent by MELCO October 2025Download, Add/Update Accounts (Windows)
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  Tracking Investments in Partnerships

  Closed bkinva 136 views 2 comments 0 points Most recent by GT Stony October 2025Investing (Windows)
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  Fidelity accounts won't update at all after conversion

  Closed jon181 666 views 5 comments 0 points Most recent by Quicken Kristina October 2025Investing (Mac)
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  Fidelity accounts won't update at all after conversion (QWin)

  Closed System 62 views 3 comments 0 points Most recent by Quicken Kristina October 2025Investing (Windows)
• 
  Fidelity CC-506 error

  Closed System 230 views 8 comments 0 points Most recent by Quicken Kristina October 2025Errors and Troubleshooting (Windows)
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  Fidelity Reauthorization Fails on One Account of Many

  Answered ✓ Closed Scout_998 97 views 4 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Fidelity EWC+ Brokered CD Security Issue

  Closed Boatnmaniac 55 views 1 comment 1 point Most recent by Quicken Kristina October 2025Investing (Windows)
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  Fidelity accounts not updating

  Closed brockmari 1.9K views 15 comments 1 point Most recent by bsprinzmetal October 2025Download, Add/Update Accounts (Windows)
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  Fidelity dividends and fees not downloading correctly

  Closed System 129 views 5 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Fidelity Downloads - security mismatches

  Answered Closed H0YT22 65 views 3 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Merged: Fidelity CDs showing 2 places instead of 3

  Closed System 1 view 0 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
• 
  Schwab......again

  Closed egldvrbags 811 views 10 comments 0 points Most recent by Eric Perrone October 2025Download, Add/Update Accounts (Windows)
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  Fidelity EWC+ Migration and Fully Paid Lending

  Closed GermanBlueRam 104 views 3 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Recording Covered Calls in Quicken Mac

  Answered ✓ Closed ChocolateLabMan 110 views 4 comments 0 points Most recent by Quicken Kristina October 2025Investing (Mac)
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  No option for cash representation and Chase accounts won't reconnect

  Closed System 54 views 2 comments 0 points Most recent by Quicken Kristina October 2025Errors and Troubleshooting (Windows)
• 
  Fidelity web-connect

  Closed rkr833 67 views 2 comments 0 points Most recent by NotACPA October 2025Errors and Troubleshooting (Windows)
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  Investment registers only show cash balance transaction instead of all transactions.

  Closed kurtkramer 45 views 1 comment 0 points Most recent by Quicken Kristina October 2025Registers & Transactions (Windows)
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  Fidelity money market account after quicken classic premier connect update

  Closed dac987 44 views 1 comment 0 points Most recent by Quicken Kristina October 2025Investing (Windows)