Investments

Closed Bob_L 136 views 6 comments 0 points Most recent by Michael Reavell September 2025Investing (Windows)

Financial institution connection update and zzz meaning.

Answered ✓ Closed Tony Luers 157 views 3 comments 1 point Most recent by NotACPA September 2025Download, Add/Update Accounts (Windows)

Incorrect account balance in investment performance report

Closed MikeC331 43 views 2 comments 0 points Most recent by MikeC331 September 2025Investing (Windows)

Merrill lynch reauthorization message - keeps showing up for margin account

Closed MG99 57 views 3 comments 0 points Most recent by Quicken Alyssa September 2025Errors and Troubleshooting (Windows)

Merged: Continuing issues with Fidelity

Closed Tammy Van Buren 101 views 0 comments 0 points Most recent by Lew September 2025Errors and Troubleshooting (Windows)

Errors with updating Fidelity Accounts CC-800

Answered Closed eurogenes 63 views 1 comment 0 points Most recent by Quicken Anja September 2025Download, Add/Update Accounts (Windows)

9/24/25 Fidelity Investments - Changes to Money Market/Cash holdings

Announcement Quicken Anja 3.3K views 0 comments 2 points Most recent by Quicken Anja September 2025Announcements

Fidelity CD Pricing Dowload Completely Wrong

Answered Closed DavidS 472 views 17 comments 4 points Most recent by DavidS September 2025Errors and Troubleshooting (Windows)

Several "Options" transaction issues

Closed ljb1493 128 views 7 comments 0 points Most recent by ljb1493 September 2025Investing (Windows)

How to record partial Bond Call?

Closed mikek753b 273 views 18 comments 0 points Most recent by Tom Young September 2025Investing (Windows)

Question About Asset Allocation and Expected Return Regarding Bonds

Answered Closed recursor1 98 views 5 comments 0 points Most recent by recursor1 September 2025Investing (Windows)

Edit/Override security CUSIP ID

Closed Jeremy Kruse 412 views 7 comments 0 points Most recent by q_lurker September 2025Investing (Windows)

Missing mutual fund after Fidelity update

Closed James Tonn 94 views 7 comments 0 points Most recent by Quicken Kristina September 2025Investing (Mac)

Is there a change to Fidelity NetBenefits downloading?

Answered ✓ Closed AgBrewer97 2.7K views 33 comments 0 points Most recent by kayak September 2025Download, Add/Update Accounts (Windows)

Total Value in Investing tab is wrong; Accounts value (left column) is correct

Closed MPS 24 views 2 comments 0 points Most recent by MPS September 2025Investing (Windows)

Fidelity Investment Reauthorizing Accounts

Closed RobFS 32 views 1 comment 0 points Most recent by Quicken Alyssa September 2025Errors and Troubleshooting (Windows)

Since Sept 21 update, Fidelity balance is off

Closed Lou Meyer 24 views 0 comments 0 points Most recent by Lou Meyer September 2025Investing (Windows)

New Quicken Connection with Fidelity treats FZDXX as both Money Market & Cash

Closed udechwordiEr 335 views 8 comments 0 points Most recent by Quicken Kristina September 2025Investing (Mac)

Will Merrill Lynch QFX Work After the Mandatory Cutover to EWC+?

Closed mrzookie 22 views 3 comments 0 points Most recent by Quicken Kristina September 2025Download, Add/Update Accounts (Windows)

sidebar incorrect, fidelity

Answered Closed kev25865 24 views 1 comment 0 points Most recent by Quicken Kristina September 2025Investing (Mac)

Fidelity EWC+ conversion - which account for core MMF selection pop-up?

Answered Closed leishirsute 163 views 9 comments 0 points Most recent by Quicken Kristina September 2025Download, Add/Update Accounts (Windows)

2 Windows computers connected to Fidelity, one more accurate than the other [Edited]

Closed traderbrian 54 views 3 comments 0 points Most recent by Quicken Kristina September 2025File Conversion and Backup (Windows)

Securities Value incorrect after importing

Answered Closed SilverEagle 122 views 7 comments 0 points Most recent by Jim_Harman September 2025Investing (Windows)

CD price quotes from Fidelity Investments changed by a factor of 100 after switch to EWC+

Closed Dave01010100 520 views 19 comments 0 points Most recent by Quicken Kristina September 2025Download, Add/Update Accounts (Windows)

Investments

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