Investments

Discussion List

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  Fidelity and missing transactions

  Answered Closed Gerry Blue 550 views 18 comments 0 points Most recent by Geobrick October 2025Download, Add/Update Accounts (Windows)
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  Bank of America/Merrill Lynch Cut-Over Migration: keeps prompting to reauthorize [Edited]

  Closed taitelh 1.3K views 47 comments 0 points Most recent by Arkansasdawg October 2025Download, Add/Update Accounts (Windows)
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  Allow creation of custom investment account groups for Dashboard and Portfolio [EDITED]

  Reviewed Brad L Vandermoon 211 views 6 comments 11 points Most recent by Captain Tim October 2025Investments
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  Quicken - Get your act together over Fidelity [Edited - Language]

  Closed lmbeck65 31 views 1 comment 0 points Most recent by NotACPA October 2025Download, Add/Update Accounts (Windows)
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  Dividend cash transfers not reflecting in the cash listing

  Closed System 53 views 5 comments 0 points Most recent by Chuck77 October 2025Investing (Windows)
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  Investment >Account Overview Holdings Cash Balance Does not Equal Linked Cash Balance

  Closed BRETTB 626 views 11 comments 0 points Most recent by Quicken Kristina October 2025Investing (Windows)
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  Cannot Add Back One of My Fidelty IRA's to Quicken after Transition

  Answered ✓ Closed Bione 71 views 3 comments 0 points Most recent by Quicken Kristina October 2025Investing (Windows)
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  I have 4 Vanguard brokerage accounts. Need help. One does not work w/one step update

  Answered Closed Chuck M 93 views 3 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  Fidelity download gives "Unidentified Security" on new downloads

  Closed Ben12 124 views 2 comments 0 points Most recent by Quicken Anja October 2025Download, Add/Update Accounts (Windows)
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  Fixed income prices not updating (schwab/Fidelity)

  Closed ghstudio 54 views 2 comments 0 points Most recent by ghstudio October 2025Errors and Troubleshooting (Windows)
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  Fidelity Investments Overstated

  Closed Velvil 31 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Investing (Mac)
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  More Merrill Edge problems since the change to EWC+

  Closed gulf83 101 views 3 comments 0 points Most recent by rakeshg October 2025Download, Add/Update Accounts (Windows)
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  Fidelity Investment Account cash/money market

  Closed proflaw 202 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  Money Market Mutual Fund not showing in Cash account linked to Merrill Lynch Investment Account

  Answered Closed sjmsing 122 views 3 comments 0 points Most recent by Quicken Alyssa October 2025Registers & Transactions (Windows)
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  Why has one of my Vanguard accounts become invisible to Quicken?

  Answered Closed Twincaman 66 views 2 comments 0 points Most recent by Twincaman October 2025Download, Add/Update Accounts (Windows)
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  Portfolio view Return (%) YTD

  Answered ✓ Closed agent511 42 views 3 comments 0 points Most recent by agent511 October 2025Errors and Troubleshooting (Windows)
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  Fidelity Bond Prices

  Closed Snakebit12 72 views 4 comments 0 points Most recent by Lou Meyer October 2025Errors and Troubleshooting (Windows)
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  Latest update (R64.30) breaks Fidelity CD download

  Closed Chuck77 193 views 6 comments 0 points Most recent by Lou Meyer October 2025Investing (Windows)
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  quicken not updating any investment prices at all

  Closed ghstudio 93 views 2 comments 0 points Most recent by Quicken Anja October 2025Errors and Troubleshooting (Windows)
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  Update: Fidelity Transactions not Downloading

  Closed rbridges01 52 views 3 comments 0 points Most recent by proflaw October 2025Download, Add/Update Accounts (Windows)
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  New Merrill Connection - Matching Security Query and Repeat Downloads

  Closed MangoMan 668 views 40 comments 0 points Most recent by MangoMan October 2025Download, Add/Update Accounts (Windows)
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  Investment Account Transfer of Assets

  Answered ✓ Closed OldSwimmer1650 135 views 8 comments 0 points Most recent by Jim_Harman September 2025Investing (Windows)
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  Fidelity CC-901/Reauthorization Loop

  Closed System 485 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 71 views 3 comments 0 points Most recent by kyoung221 September 2025Investing (Mac)
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  Investment Chart Displays Sawtooth Pattern

  Answered Closed PhilP` 12 views 1 comment 0 points Most recent by Chris_QPW September 2025Investing (Mac)
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  Placeholder

  Answered Closed aLfGordon 71 views 3 comments 0 points Most recent by Quicken Kristina September 2025Investing (Windows)