Investments

Discussion List

• 
  Recording changes in the cost of investments

  Answered Closed richt1 27 views 2 comments 0 points Most recent by bmciance September 2025Investing (Windows)
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  Phantom Brokerage Account Entry

  Closed Baldlegal 14 views 1 comment 0 points Most recent by Quicken Kristina September 2025Investing (Mac)
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  Wrong/Missing Account Type For Newly Added Fidelity 401k Account

  Closed cyberphile 210 views 4 comments 0 points Most recent by EvDob September 2025Errors and Troubleshooting (Windows)
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  How do I enter employer 401k contribution if it's done annually?

  Answered Closed vgburke85 205 views 7 comments 0 points Most recent by Tom Young September 2025Registers & Transactions (Windows)
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  Quicken R64.25 is not getting correct Cash Balance for Fidelity accounts w/ EWC+

  Closed leishirsute 1.3K views 32 comments 1 point Most recent by Quicken Kristina September 2025Download, Add/Update Accounts (Windows)
• 
  Investment ledger error

  Answered Closed rayrozema 37 views 2 comments 0 points Most recent by Quicken Kristina September 2025Errors and Troubleshooting (Windows)
• 
  Quicken Disaster Today - Fidelity Account Mismatches

  Closed GlennK 34 views 1 comment 0 points Most recent by Quicken Kristina September 2025Errors and Troubleshooting (Windows)
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  FZEXX shows the correct balance but the account now has a large negative balance

  Closed System 5 views 2 comments 0 points Most recent by Quicken Kristina September 2025Investing (Mac)
• 
  new method direct connect to merrill lynch from quicken windows

  Closed Dennis Freeman 686 views 11 comments 0 points Most recent by Quicken Kristina September 2025Download, Add/Update Accounts (Windows)
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  Fund Name Mismatch - How Not to Lose Price History

  Closed kleinfelter 52 views 3 comments 0 points Most recent by Jim_Harman September 2025Investing (Windows)
• 
  R 64.19 Morningstar X-Ray

  Closed Bob_L 152 views 6 comments 0 points Most recent by Michael Reavell September 2025Investing (Windows)
• 
  Financial institution connection update and zzz meaning.

  Answered ✓ Closed Tony Luers 159 views 3 comments 1 point Most recent by NotACPA September 2025Download, Add/Update Accounts (Windows)
• 
  Incorrect account balance in investment performance report

  Closed MikeC331 46 views 2 comments 0 points Most recent by MikeC331 September 2025Investing (Windows)
• 
  Merrill lynch reauthorization message - keeps showing up for margin account

  Closed MG99 54 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 3.4K views 0 comments 2 points Most recent by Quicken Anja September 2025Announcements
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  Fidelity CD Pricing Dowload Completely Wrong

  Answered Closed DavidS 530 views 17 comments 4 points Most recent by DavidS September 2025Errors and Troubleshooting (Windows)
• 
  Several "Options" transaction issues

  Closed ljb1493 134 views 7 comments 0 points Most recent by ljb1493 September 2025Investing (Windows)
• 
  How to record partial Bond Call?

  Closed mikek753b 339 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 116 views 5 comments 0 points Most recent by recursor1 September 2025Investing (Windows)
• 
  Edit/Override security CUSIP ID

  Closed Jeremy Kruse 492 views 7 comments 0 points Most recent by q_lurker September 2025Investing (Windows)
• 
  Missing mutual fund after Fidelity update

  Closed James Tonn 106 views 7 comments 0 points Most recent by Quicken Kristina September 2025Investing (Mac)
• 
  Is there a change to Fidelity NetBenefits downloading?

  Answered ✓ Closed AgBrewer97 2.9K 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 30 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 21 views 0 comments 0 points Most recent by Lou Meyer September 2025Investing (Windows)
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  New Quicken Connection with Fidelity treats FZDXX as both Money Market & Cash

  Closed udechwordiEr 368 views 8 comments 0 points Most recent by Quicken Kristina September 2025Investing (Mac)