Investments

everything went wrong!

Adience 839 views 27 comments 1 point Most recent by Quicken Levetta October 12Errors and Troubleshooting (Mac)

RChan 164 views 5 comments 0 points Most recent by Quicken Kristina October 12Errors and Troubleshooting (Windows)

OSU Fidelity Issue

Closed es114 117 views 5 comments 0 points Most recent by Quicken Laura October 12Download, Add/Update Accounts (Windows)

3

Cost basis line on Portfolio chart

Reviewed SarahR 40 views 0 comments 3 points Started by SarahR October 12 Investments

How do I transfer an investment account from one firm to another?

Answered Paul4907 460 views 12 comments 0 points Most recent by Ray October 11Investing (Windows)

Does TastyTrade offer Direct Connect?

Answered Closed jsclark 167 views 5 comments 0 points Most recent by Boatnmaniac October 10Download, Add/Update Accounts (Windows)

ONEOK INC Merger Security Exchange - FALCON TOPCO INC

Closed wdnkl 225 views 9 comments 0 points Most recent by wdnkl October 10Investing (Windows)

Schwab SPI (Personal/Direct Investing Accounts)

Closed krose 56 views 1 comment 0 points Most recent by Quicken Carlos October 10Investing (Windows)

Stock Lot Details in “Holdings” view showing incorrect info

Closed G_raffe 394 views 12 comments 0 points Most recent by 1994 October 10Errors and Troubleshooting (Windows)

MORNING STAR no longer works

Answered Closed Ken267 170 views 7 comments 0 points Most recent by Quicken Kristina October 10Investing (Windows)

Cash Balances are wrong in my investment accounts downloaded from Ameriprise Financial

Answered ✓ Closed JROMANO100 115 views 1 comment 0 points Most recent by Quicken Kristina October 9Download, Add/Update Accounts (Mac)

Cannot add E-trade account - sign-in form does not open in browser

Closed madbrain 267 views 7 comments 0 points Most recent by Quicken Laura October 8Download, Add/Update Accounts (Windows)

1099-R Investment Account Withdrawals and Transfers not showing in Tax Reports or Tax Planner

Closed LearPilot714 207 views 5 comments 0 points Most recent by Quicken Alyssa October 8Reports (Windows)

Verify Cash Value Bug

Closed tkstaple 540 views 24 comments 1 point Most recent by tkstaple October 7Errors and Troubleshooting (Windows)

Issue with downloading LPL Stock Updates

Answered Closed MB_2026 155 views 5 comments 0 points Most recent by Quicken Laura October 7Investing (Windows)

7

Allow cash management accounts to have an Account Intent of Checking or Savings

Reviewed BrittMayo 1.2K views 39 comments 7 points Most recent by BrittMayo October 7Product Enhancements

State Employees Credit Union - NC: A previously linked IRA account no longer links.

Closed System 493 views 22 comments 0 points Most recent by CJ1215 October 6Download, Add/Update Accounts (Windows)

Brokerage account being transferred to an existing brokerage

Closed Gary R 115 views 4 comments 0 points Most recent by Gary R October 6Investing (Windows)

Portfolio Xray issue

Answered Closed ChiliDog 291 views 6 comments 0 points Most recent by Quicken Kristina October 5Errors and Troubleshooting (Windows)

Ameriprise balance don't match

Answered Closed MAKSAN 114 views 4 comments 0 points Most recent by Quicken Kristina October 4Investing (Mac)

Fidelity transactions download continues to degrade

Closed AtlCenter 171 views 8 comments 0 points Most recent by Quicken Kristina October 4Download, Add/Update Accounts (Windows)

Started tracking Fidelity 401k in Quicken

Closed DrJHF 197 views 7 comments 0 points Most recent by Quicken Kristina October 4Errors and Troubleshooting (Quicken on the Web)

Recurring issue between BMY and BP in a managed ML account

Closed System 62 views 1 comment 0 points Most recent by MauryJ October 4Investing (Mac)

Has a request been made to add "match manually" when accepting brokerage transactions?

Answered Closed Jim_Scuba_Diver 114 views 3 comments 0 points Most recent by Quicken Kristina October 4Download, Add/Update Accounts (Windows)

Investments

Discussion List