Investments

Discussion List

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  Fidelity HSA Download Issue

  Answered Closed pgolda 83 views 3 comments 1 point Most recent by bobandsherry82 January 22Download, Add/Update Accounts (Windows)
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  Fidelity HSA not downloading transactions

  Closed System 194 views 4 comments 0 points Most recent by Quicken Alyssa January 22Download, Add/Update Accounts (Windows)
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  Fidelity HSA Transactions are now downloading Jan 2026

  Closed QWBrad 17 views 1 comment 0 points Most recent by Quicken Alyssa January 22Download, Add/Update Accounts (Windows)
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  Is it Fixed? (No Transactions for Fidelity HSA Accounts (Ticket 11999090))

  Closed rotygolf 45 views 6 comments 0 points Most recent by Quicken Anja January 22Errors and Troubleshooting (Windows)
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  Fidelity HSA not downloading transactions

  Closed rskurato 335 views 14 comments 1 point Most recent by Quicken Anja January 22Download, Add/Update Accounts (Windows)
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  Fidelity HSA Account Not Functional for over 2 months - ETA on Solution?

  Closed Scott413 148 views 2 comments 0 points Most recent by Quicken Anja January 22Download, Add/Update Accounts (Windows)
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  How can I reconcile the securities listed in Quicken with my investment account?

  Answered Closed Chuck56 49 views 5 comments 0 points Most recent by Chuck56 January 22Investing (Windows)
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  Fidelity HSA still not downloading transactions

  Closed Dennis Nelson 94 views 2 comments 0 points Most recent by Quicken Alyssa January 22Download, Add/Update Accounts (Windows)
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  Quicken requests reauthorization for Fidelity LINKED cash account

  Closed andrew.h.zack 36 views 4 comments 0 points Most recent by leishirsute January 22Download, Add/Update Accounts (Windows)
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  Estimated Income on Portfolio screen from Investing tab

  Answered Closed Gringgo 374 views 5 comments 0 points Most recent by fdragan January 22Investing (Windows)
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  A step closer to treating sweep account as cash for Vanguard?

  Closed Geobrick 256 views 24 comments 0 points Most recent by Geobrick January 21Download, Add/Update Accounts (Windows)
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  Capital Gains Estimator

  Closed MMinderbinder 117 views 12 comments 0 points Most recent by Cyclist January 21Investing (Windows)
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  List most recent security used at top of QuickFill list

  New JAMKCMO 3 views 1 comment 1 point Most recent by UKR January 21Investments
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  Fidelity monthly share sales download with generic info

  Closed System 94 views 12 comments 0 points Most recent by Quicken Alyssa January 20Download, Add/Update Accounts (Windows)
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  Sub-Accounts for Retirement

  Closed Cyrano 82 views 11 comments 0 points Most recent by Jon January 20Investing (Mac)
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  Whack share price updates over the weekend

  Closed RazorbackRick 96 views 11 comments 0 points Most recent by Jim_Harman January 19Download, Add/Update Accounts (Windows)
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  Connectivity issues with Brokerages- Thanks for the help!

  Closed erik b 36 views 3 comments 0 points Most recent by Quicken Alyssa January 18Errors and Troubleshooting (Windows)
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  Robinhood won't update values or transactions

  Closed dguenthner 4 views 2 comments 0 points Most recent by Quicken Kristina January 18Errors and Troubleshooting (Windows)
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  Account update

  Closed cstuart 34 views 2 comments 0 points Most recent by Quicken Kristina January 18Download, Add/Update Accounts (Windows)
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  Merrill Lynch LMA link no longer working - wants to create a new LMA credit card account.

  Closed MG99 14 views 3 comments 0 points Most recent by Quicken Kristina January 18Errors and Troubleshooting (Windows)
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  New Fidelity Connection Method problems

  Closed pauljasmine 21 views 2 comments 0 points Most recent by Quicken Kristina January 18Download, Add/Update Accounts (Windows)
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  Merrill Lynch not reflecting correct cash balance

  Closed gabes 25 views 2 comments 0 points Most recent by Quicken Kristina January 18Errors and Troubleshooting (Mac)
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  Download shows cash deducted from Fidelity Money Account. This did not happed

  Answered Closed Charles E. Ritter 11 views 2 comments 0 points Most recent by Quicken Kristina January 18Download, Add/Update Accounts (Mac)
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  How do I fix web connection with Ameriprise?

  Answered Closed Margo2024 15 views 3 comments 0 points Most recent by Quicken Kristina January 18Errors and Troubleshooting (Windows)
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  Downloads from LPL stopped working

  Answered Closed wjcaldwell 74 views 4 comments 0 points Most recent by Quicken Kristina January 18Errors and Troubleshooting (Windows)
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  Reverse stock split with new stock in lieu of cash

  Closed Bruce on Molokai 47 views 3 comments 0 points Most recent by q_lurker January 18Investing (Windows)
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  Edward Jones tracking method changed

  Closed System 18 views 3 comments 0 points Most recent by Quicken Kristina January 18Download, Add/Update Accounts (Windows)
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  E*Trade Direct Connect fails

  Closed aikoaiko3 125 views 3 comments 0 points Most recent by Quicken Kristina January 18Download, Add/Update Accounts (Windows)
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  YTD Return % instead of Avg Annual Return YTD %

  Reviewed jdevanoff 19 views 1 comment 1 point Most recent by Jim_Harman January 17Investments