Investments

Discussion List

• 
  Merrill Lynch Account with new connection values incorrect (QWin)

  Closed System 277 views 17 comments 0 points Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Windows)
• 
  Schwab downloaded transactions with wrong security

  Closed Jon2 202 views 8 comments 0 points Most recent by Jon2 August 2025Investing (Windows)
• 
  Bond Price Updates

  Answered Closed Cyclist 154 views 3 comments 0 points Most recent by Strup August 2025Investing (Windows)
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  Merged: Quicken and Fidelity Stopped Downloading Transactions on 8/2/2025

  Closed Just Me and Not Someone Else 1 view 0 comments 0 points Most recent by Just Me and Not Someone Else August 2025Download, Add/Update Accounts (Windows)
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  Merged: Fidelity Cutover Migration

  Closed jcoley2 5 views 1 comment 0 points Most recent by Quicken Anja August 2025Download, Add/Update Accounts (Windows)
• 
  "Some" transactions through Schwab... (Q Mac)

  Answered Closed TomTab 23 views 1 comment 0 points Most recent by Quicken Kristina August 2025Investing (Mac)
• 
  CD holdings missing from Edward Jones download (QWin)

  Closed System 54 views 6 comments 0 points Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Windows)
• 
  No longer able to reconcile share balance in a brokerage account?

  Closed nhttip 81 views 3 comments 0 points Most recent by Quicken Kristina August 2025Investing (Windows)
• 
  Merged: multiple duplicate downloaded transactions in an investment account

  Closed Wiley Won 11 views 0 comments 0 points Most recent by Wiley Won July 2025Download, Add/Update Accounts (Windows)
• 
  Employer Matches

  Answered Closed kweller 53 views 3 comments 0 points Most recent by Jim_Harman July 2025Investing (Windows)
• 
  Can't log in to Wealthscape Investor

  Answered ✓ Closed Gary Moody 1.2K views 3 comments 0 points Most recent by Quicken Jasmine July 2025Investing (Windows)
• 
  How to record a Roth IRA rollover to another Roth IRA

  Answered ✓ Closed dennis.f.warren 346 views 11 comments 0 points Most recent by Boatnmaniac July 2025Investing (Windows)
• 
  False New Security & Matching Security Pop Up

  Closed Ray 145 views 6 comments 0 points Most recent by Ray July 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity mutual fund merger has me confused how to enter into QWin

  Answered Closed Rocket J Squirrel 1.3K views 10 comments 0 points Most recent by Chris_QPW July 2025Investing (Windows)
• 
  Vanguard Issues QQQ & MSFT Prices Won’t Update

  Answered ✓ Closed egldvrbags 640 views 24 comments 0 points Most recent by egldvrbags July 2025Download, Add/Update Accounts (Windows)
• 
  How do I enter employer 401k match

  Closed vgburke85 263 views 5 comments 0 points Most recent by Chris_QPW July 2025Registers & Transactions (Windows)
• 
  Fidelity account issues: balance variance and unaccepted transactions

  Answered Closed annetteward5 122 views 4 comments 0 points Most recent by Quicken Anja July 2025Errors and Troubleshooting (Windows)
• 
  Merrill / B of A EWC+

  Closed SomebodyInGNV 83 views 3 comments 0 points Most recent by SomebodyInGNV July 2025Download, Add/Update Accounts (Windows)
• 
  Any ETA to fix TreasuryDirect connection?

  Closed mikek753b 491 views 16 comments -1 point Most recent by mikek753b July 2025Download, Add/Update Accounts (Windows)
• 
  Edward Jones Investment Holdings are Incorrect

  Answered Closed G Contini 102 views 3 comments 0 points Most recent by q_lurker July 2025Investing (Windows)
• 
  Reauthorized Merrill Lynch investment account downloads all transactions as deposits/withdrawals

  Closed Peterg99 23 views 1 comment 0 points Most recent by Quicken Kristina July 2025Download, Add/Update Accounts (Windows)
• 
  What happened to my Investment Registers?

  Answered ✓ Closed OmniDIYer 421 views 6 comments 1 point Most recent by [Deleted User] July 2025Registers & Transactions (Windows)
• 
  Robinhood not connecting

  Closed Sean Scarmack 81 views 3 comments 0 points Most recent by Quicken Kristina July 2025Investing (Windows)