Investments

Discussion List

• 
  Merrill lynch reauthorization message - keeps showing up for margin account

  Closed MG99 82 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)
• 
  9/24/25 Fidelity Investments - Changes to Money Market/Cash holdings

  Announcement Quicken Anja 3.5K views 0 comments 2 points Most recent by Quicken Anja September 2025Announcements
• 
  Fidelity CD Pricing Dowload Completely Wrong

  Answered Closed DavidS 716 views 17 comments 4 points Most recent by DavidS September 2025Errors and Troubleshooting (Windows)
• 
  Several "Options" transaction issues

  Closed ljb1493 205 views 7 comments 0 points Most recent by ljb1493 September 2025Investing (Windows)
• 
  How to record partial Bond Call?

  Closed mikek753b 498 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 159 views 5 comments 0 points Most recent by recursor1 September 2025Investing (Windows)
• 
  Edit/Override security CUSIP ID

  Closed Jeremy Kruse 625 views 7 comments 0 points Most recent by q_lurker September 2025Investing (Windows)
• 
  Missing mutual fund after Fidelity update

  Closed James Tonn 167 views 7 comments 0 points Most recent by Quicken Kristina September 2025Investing (Mac)
• 
  Total Value in Investing tab is wrong; Accounts value (left column) is correct

  Closed MPS 39 views 2 comments 0 points Most recent by MPS September 2025Investing (Windows)
• 
  Fidelity Investment Reauthorizing Accounts

  Closed RobFS 46 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 31 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 430 views 8 comments 0 points Most recent by Quicken Kristina September 2025Investing (Mac)
• 
  sidebar incorrect, fidelity

  Answered Closed kev25865 37 views 1 comment 0 points Most recent by Quicken Kristina September 2025Investing (Mac)
• 
  2 Windows computers connected to Fidelity, one more accurate than the other [Edited]

  Closed traderbrian 87 views 3 comments 0 points Most recent by Quicken Kristina September 2025File Conversion and Backup (Windows)
• 
  Securities Value incorrect after importing

  Answered Closed SilverEagle 213 views 7 comments 0 points Most recent by Jim_Harman September 2025Investing (Windows)
• 
  Security Comparison Mismatch reported incorrectly

  Answered Closed Ross Dillon 204 views 1 comment 0 points Most recent by Jim_Harman September 2025Investing (Windows)