Investments

Discussion List

• 
  E*Trade duplicating a security

  Closed TheLuckBox 21 views 0 comments 0 points Most recent by TheLuckBox June 2023Errors and Troubleshooting (Mac)
• 
  Synchronize individual accounts from an institution

  Closed dcmm14 11 views 1 comment 0 points Most recent by Quicken Kristina June 2023Investing (Mac)
• 
  Merged: Nationwide 401k not displaying details

  Closed hornickj 1 view 0 comments 0 points Most recent by hornickj June 2023Download, Add/Update Accounts (Mac)
• 
  Merged: Ameriprise Sync Error QCS-403-1

  MacUserPalmDesert 11 views 0 comments 0 points Most recent by MacUserPalmDesert June 2023Errors and Troubleshooting (Mac)
• 
  Fidelity Investments not downloading transactions

  Answered Closed aellenders 263 views 3 comments 0 points Most recent by aellenders June 2023Errors and Troubleshooting (Windows)
• 
  Wells Fargo Advisors Investment Accounts Crashing when Accepting Transactions

  Closed Dora123 61 views 4 comments 0 points Most recent by Dora123 June 2023Investing (Windows)
• 
  Graph randomly re-appear in Portfolio, even if closed before (Q Mac)

  Closed Gilles9 51 views 8 comments 0 points Most recent by Quicken Kristina June 2023Investing (Mac)
• 
  Can't add T to brokerage account. EasyAction cannot be applied to ESPP security type.

  Closed Jim13@ 21 views 3 comments 0 points Most recent by q_lurker June 2023Errors and Troubleshooting (Windows)
• 
  Search Investment Registers Only

  Closed jtgostars 33 views 3 comments 0 points Most recent by q_lurker June 2023Registers & Transactions (Windows)
• 
  Is anyone having trouble reconciling their brokerage accounts?

  Answered Closed alanna 41 views 2 comments 0 points Most recent by Jon June 2023Errors and Troubleshooting (Mac)
• 
  Fidelity download consistenty overwrites manual transaction with wrong number of shares

  Closed Michael Schmitt 72 views 7 comments 0 points Most recent by Quicken Kristina June 2023Investing (Mac)
• 
  New brokerage account

  Answered Closed Dwhite183 23 views 2 comments 0 points Most recent by Dwhite183 June 2023Investing (Windows)
• 
  Does Memorize Investment Transactions work?

  Answered ✓ Closed Garry Blamble 363 views 7 comments 0 points Most recent by Garry Blamble June 2023Investing (Windows)
• 
  Quicken adds entries to my investment accounts "0/0/2027 MiscExp

  Closed SkiRX 21 views 0 comments 0 points Most recent by SkiRX June 2023Investing (Windows)
• 
  Problems with Placeholders in Fidelity Account

  Closed System 61 views 6 comments 0 points Most recent by J. Holmes June 2023Investing (Mac)
• 
  NetXInvestor (Pershing)

  Closed solostorm 681 views 2 comments 0 points Most recent by solostorm May 2023Download, Add/Update Accounts (Windows)
• 
  Missing Cash Position from Ameritrade Accounts

  Closed Flightlead 51 views 4 comments 0 points Most recent by Quicken Jasmine May 2023Investing (Mac)
• 
  How to link a settlement account to a brokerage account?

  Answered ✓ Closed martianewell 112 views 3 comments 1 point Most recent by martianewell May 2023Investing (Mac)
• 
  Account stopped working online

  Answered Closed jeffrub27 66 views 4 comments 0 points Most recent by Quicken Kristina May 2023Download, Add/Update Accounts (Windows)
• 
  Quicken not downloading American Funds brokerage accounts

  Closed kingbruche 91 views 1 comment 0 points Most recent by Quicken Kristina May 2023Download, Add/Update Accounts (Mac)
• 
  Duplicate Holdings in Vanguard Account

  Closed Mark Androw 51 views 0 comments 0 points Most recent by Mark Androw May 2023Investing (Mac)
• 
  Stock Quote Updates Stuck on Waiting

  Closed Calvin Kirk 71 views 1 comment 0 points Most recent by Quicken Kristina May 2023Registers & Transactions (Windows)
• 
  SWGXX dividends download as zero

  Answered Closed robert m 33 views 3 comments 0 points Most recent by robert m May 2023Investing (Mac)
• 
  Cannot connect to E*Trade account (Q Mac)

  Closed Flightlead 573 views 3 comments 0 points Most recent by Quicken Kristina May 2023Investing (Mac)