Investments

Discussion List

• 
  Return of Capital does not adjust cost basis

  Closed elmo 108 views 4 comments 0 points Most recent by Quicken Jasmine August 2025Investing (Mac)
• 
  Schwab downloaded transactions with wrong security

  Closed Jon2 273 views 8 comments 0 points Most recent by Jon2 August 2025Investing (Windows)
• 
  Bond Price Updates

  Answered Closed Cyclist 210 views 3 comments 0 points Most recent by Strup August 2025Investing (Windows)
• 
  "Some" transactions through Schwab... (Q Mac)

  Answered Closed TomTab 32 views 1 comment 0 points Most recent by Quicken Kristina August 2025Investing (Mac)
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  No longer able to reconcile share balance in a brokerage account?

  Closed nhttip 107 views 3 comments 0 points Most recent by Quicken Kristina August 2025Investing (Windows)
• 
  Employer Matches

  Answered Closed kweller 60 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 403 views 11 comments 0 points Most recent by Boatnmaniac July 2025Investing (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)
• 
  How do I enter employer 401k match

  Closed vgburke85 329 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 154 views 4 comments 0 points Most recent by Quicken Anja July 2025Errors and Troubleshooting (Windows)
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  Edward Jones Investment Holdings are Incorrect

  Answered Closed G Contini 125 views 3 comments 0 points Most recent by q_lurker July 2025Investing (Windows)