Investments

Discussion List

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  Fidelity Brokerage Account Transaction Categorization

  Closed apodsim 21 views 1 comment 0 points Most recent by Quicken Kristina November 9Investing (Windows)
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  How is investment return calculated?

  Answered Closed sneff30 93 views 7 comments 0 points Most recent by Chris_QPW November 9Investing (Mac)
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  Cannot get cash balance to reconcile/show accurately (Fidelity)

  Closed Charles Farnell 82 views 5 comments 0 points Most recent by Quicken Alyssa November 9Registers & Transactions (Windows)
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  Fidelity not updating

  Closed sycamore1234 152 views 10 comments 0 points Most recent by Quicken Alyssa November 9Errors and Troubleshooting (Mac)
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  fidelity investments accounts still showing shares held instead of cash

  Answered Closed rayseidlinger 111 views 11 comments 0 points Most recent by Quicken Kristina November 9Registers & Transactions (Windows)
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  Current Fidelity Instructions

  Answered Closed Bob@45 187 views 9 comments 0 points Most recent by Quicken Kristina November 8Download, Add/Update Accounts (Windows)
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  zzz-fidelity account appeared after migration [Edited]

  Closed aboxbaum 75 views 3 comments 0 points Most recent by Quicken Kristina November 8Download, Add/Update Accounts (Windows)
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  Fidelity Investments

  Closed Sparky8652 31 views 3 comments 0 points Most recent by Quicken Anja November 8Download, Add/Update Accounts (Mac)
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  Fidelity non-qualified plan fund sales downloaded as withdrawals and missing info

  Closed System 11 views 2 comments 0 points Most recent by Quicken Kristina November 8Download, Add/Update Accounts (Windows)
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  Fidelity NetBenefits transaction posted to Janus account

  Closed System 11 views 2 comments 0 points Most recent by Quicken Kristina November 8Errors and Troubleshooting (Windows)
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  ONGOING! 11/8/25 Charles Schwab Bank - Web Connect bid Discontinued

  Quicken Kristina 678 views 2 comments 1 point Most recent by Quicken Kristina November 8Alerts, Online Banking & Known Product Issues
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  Fidelity Accounts have to reconnect with each new Quicken Mac session

  Closed 1954 11 views 1 comment 0 points Most recent by Quicken Kristina November 7Download, Add/Update Accounts (Mac)
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  Quicken mischaracterizing Fidelity NetBenefits 401(k) loan repayments

  Closed Jimal 11 views 1 comment 0 points Most recent by Quicken Kristina November 7Download, Add/Update Accounts (Mac)
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  Autoreconcile works until it doesn't (Q Mac)

  Closed dan.greenberg.ct 133 views 11 comments 0 points Most recent by Quicken Kristina November 7Errors and Troubleshooting (Mac)
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  Schwab cc-800

  Closed jtawil777 102 views 12 comments 0 points Most recent by Quicken Kristina November 7Download, Add/Update Accounts (Windows)
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  Wells Fargo Advisors won't download transations

  Closed mhsherman461 145 views 12 comments 0 points Most recent by Quicken Kristina November 7Download, Add/Update Accounts (Windows)
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  Quicken/Fidelity Link wants to link existing Brokerage accounts as checking through online set up

  Closed Dennis Nelson 172 views 8 comments 0 points Most recent by Quicken Kristina November 7Download, Add/Update Accounts (Windows)
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  Fidelity transactions not downloading (QWin)

  Closed System 304 views 15 comments 0 points Most recent by Quicken Kristina November 7Download, Add/Update Accounts (Windows)
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  Merrill Lynch Investments does not update – NO ERROR CODE

  Closed mvwabc 82 views 3 comments 0 points Most recent by Quicken Kristina November 7Errors and Troubleshooting (Windows)
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  New Stock Purchase Does Not Allow Funding Account (Q Mac)

  Closed bill.fry 11 views 2 comments 0 points Most recent by Jon November 7Investing (Mac)
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  Merrill Lynch Reinvestments

  Closed GTmem 232 views 23 comments 0 points Most recent by SomebodyInGNV November 7Download, Add/Update Accounts (Windows)
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  Fidelity updates create new securities

  Answered Closed andy 32 views 3 comments 0 points Most recent by John_in_NC November 6Download, Add/Update Accounts (Mac)
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  Fidelity Error CC-501 now Error CC-506

  Closed tellis32 81 views 3 comments 0 points Most recent by Quicken Alyssa November 6Download, Add/Update Accounts (Windows)
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  Fidelity NetBenefits not downloading Complete - Positions and Transactions.

  Closed Ducati 51 views 1 comment 0 points Most recent by Quicken Alyssa November 6Download, Add/Update Accounts (Windows)
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  Quicken - A Fidelty Download Problem -- Mac

  Closed gwpotter 41 views 3 comments 0 points Most recent by gwpotter November 6Registers & Transactions (Mac)
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  Getting Old Duplicate Transactions with Fidelity

  Closed BarryMo 11 views 1 comment 0 points Most recent by Quicken Alyssa November 6Download, Add/Update Accounts (Windows)
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  Charles Schwab not downloading?

  Answered Closed VOODIA 175 views 5 comments 2 points Most recent by Quicken Alyssa November 5Download, Add/Update Accounts (Windows)
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  New Fidelity Connection Method - Service Unavailable message [Edited]

  Answered Closed CharlieG 845 views 40 comments 2 points Most recent by smess November 4Download, Add/Update Accounts (Windows)
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  Fidelity new connection issue (Fidelity NetBenefits now gone)

  Closed Rick2022 814 views 20 comments 1 point Most recent by Quicken Kristina November 4Download, Add/Update Accounts (Mac)
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  During Fidelity Download, PREVIOUSLY entered transactions are lost

  Closed rwaynerogers 82 views 7 comments 0 points Most recent by Quicken Kristina November 4Download, Add/Update Accounts (Windows)