Investments

Discussion List

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  Fidelity cash balance not matching that downloaded for IRA accounts

  Closed chestrenu 121 views 5 comments 0 points Most recent by nothear2talk October 2025Errors and Troubleshooting (Windows)
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  Where are the Morningstar elements in 64.30?

  Closed MMinderbinder 81 views 5 comments 0 points Most recent by NotACPA October 2025Investing (Windows)
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  A phantom/invisible transaction is throwing off my cleared balance. What can I do?

  Answered Closed MWK8 372 views 11 comments 0 points Most recent by Jim_Harman October 2025Registers & Transactions (Windows)
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  Fidelity Money Market Mismatch Message after EWC+

  Closed Bione 92 views 5 comments 0 points Most recent by Chris_QPW October 2025Investing (Windows)
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  The Payee on a reinvested dividends is incorrect

  Answered Closed HLT 116 views 6 comments 0 points Most recent by Jim_Harman October 2025Reports (Windows)
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  Missing transactions in Fidelity IRA and brokerage accounts (QWin)

  Closed System 64 views 2 comments 0 points Most recent by Quicken Kristina October 2025Investing (Windows)
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  Having trouble syncing 3 Fidelity accounts with Quicken

  Closed System 135 views 4 comments 0 points Most recent by Movie Nut October 2025Download, Add/Update Accounts (Windows)
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  where are the registers for investment accounts?

  Answered Closed Corky4 34 views 2 comments 0 points Most recent by Quicken Kristina October 2025Registers & Transactions (Windows)
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  Fidelity Changes to your connected services in Quicken

  Closed Ethan1991 608 views 4 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Investment register went BLANK; recovered by restarting Quicken

  Closed Rx 74 views 1 comment 0 points Most recent by Tom Young October 2025Investing (Windows)
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  R 64.19: improved portfolio x-ray not working

  Answered Closed tanapoli 1K views 33 comments 0 points Most recent by Jim_Harman October 2025Investing (Windows)
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  Fidelity Price History for US Treasuries Doesn't update

  Closed HCJoe 187 views 8 comments 1 point Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Why am I seeing duplicate entries from Fidelity?

  Answered Closed jah47Ed 407 views 10 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Fidelity Investment Update Incorrect beginning 8/28/25

  Answered Closed Nozgroup 341 views 9 comments 1 point Most recent by Quicken Kristina October 2025Errors and Troubleshooting (Windows)
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  Treasury Direct - Treasury Bond Purchase - Sale, Interest and Tax withholding

  Reviewed Sammy 207 views 4 comments 18 points Most recent by budsloan October 2025Investments
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  when did Quicken for MAC decide to delete past transactions in investments on their own????q

  Answered Closed egghead 96 views 3 comments 0 points Most recent by Quicken Victoria October 2025Investing (Mac)
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  Fidelity accounts with multipile Quicken files - reset needed?

  Answered Closed markswot 82 views 1 comment 1 point Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  Problem managing cash in Fidelity account after switch to EWC+

  Closed Rocket J Squirrel 2.4K views 51 comments 1 point Most recent by pablomiller October 2025Investing (Windows)
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  Quicken mis-interpreting Broker Shares in One Step Update

  Answered Closed bw2 78 views 4 comments 0 points Most recent by q_lurker October 2025Investing (Windows)
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  Why are Non-core Fidelity MMF investments no longer in some Fidelity accounts with 8.3 update

  Answered Closed Lane1983 898 views 31 comments 1 point Most recent by luyendyk October 2025Investing (Mac)
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  Fidelity reauthorization process created duplicate accounts

  Closed crissnyder 212 views 2 comments 0 points Most recent by crissnyder October 2025Download, Add/Update Accounts (Windows)
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  Vanguard Direct Connect Keeps Downloading Unidentified Security

  Closed JayF 84 views 1 comment 1 point Most recent by Quicken Anja October 2025Errors and Troubleshooting (Windows)
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  After EWC+ update, Fidelity and Quicken cash balances don't match & other issues

  Answered Closed leishirsute 1.1K views 26 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  The number of shares in VOYA account is incorrect

  Closed dmurad53 35 views 3 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)