Investments

Discussion List

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  E*Trade equity prices $0 for 10/6/2025. Mac Classic Deluxe 8.3.2

  Closed vpswede 15 views 1 comment 0 points Most recent by vpswede October 2025Investing (Mac)
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  Quicken not handling Fidelity Cash Management Account cash positions correctly (QPIAQ, QPCTQ, QPIFQ)

  Closed jcloudm 273 views 5 comments 0 points Most recent by NotACPA October 2025Download, Add/Update Accounts (Windows)
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  Converting a FID MM account to cash for tracking

  Closed John J 156 views 2 comments 0 points Most recent by NotACPA October 2025Investing (Windows)
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  Merged: I am suddenly unable to connect to BNY MELLON PERSHING

  Closed nosneros 21 views 0 comments 1 point Most recent by Minny Moose October 2025Investing (Windows)
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  Q's way of handling Corporate Security Spin-off Causes Issues/Confusion

  Answered Closed Paul Suchma 303 views 3 comments 0 points Most recent by q_lurker October 2025Investing (Windows)
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  Fidelity Investments - security value per share mismatch

  Closed sharpo367 33 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  Correcting investment account cash balance

  Answered Closed asdf7890 63 views 1 comment 0 points Most recent by Tom Young October 2025Registers & Transactions (Windows)
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  Fidelity Cash Management Account keeps having Placeholders added

  Closed System 67 views 2 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Fidelity and missing transactions

  Answered Closed Gerry Blue 608 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 1.4K 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 231 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 34 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 67 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 694 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 80 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 109 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 136 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 65 views 2 comments 0 points Most recent by ghstudio October 2025Errors and Troubleshooting (Windows)
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  Fidelity Investments Overstated

  Closed Velvil 34 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 106 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 204 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)