Investments

Discussion List

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  CC-901 at Fidelity Investments

  Closed EvDob 62 views 6 comments 0 points Most recent by EvDob February 22Download, Add/Update Accounts (Windows)
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  Portfolio X-Ray World Regions diagram always shows mostly in the Americas

  Closed System 22 views 2 comments 0 points Most recent by Quicken Kristina February 21Investing (Windows)
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  Fidelity Transactions Not Downloading this Morning

  Closed rbridges01 93 views 6 comments 0 points Most recent by Chuck56 February 21Download, Add/Update Accounts (Windows)
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  Cannot Edit "Action" in Register for Manual Investment Transaction

  Closed Paddle2419 51 views 5 comments 0 points Most recent by Quicken Kristina February 21Registers & Transactions (Windows)
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  NYS Deferred Comp

  Closed Drew Biondo 12 views 3 comments 0 points Most recent by Drew Biondo February 21Download, Add/Update Accounts (Mac)
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  Since late last year Morningstar X-ray asset allocations for index funds, ETF's and Money Market Fun

  Answered ✓ Closed mcski 43 views 3 comments 0 points Most recent by mcski February 20Investing (Windows)
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  RESOLVED 2/20/26 Fidelity Core Cash Transactions Downloading as “Cover Short Sale (CvrShrt)”

  Closed Quicken Alyssa 3.1K views 3 comments 11 points Most recent by Quicken Janean February 20Alerts, Online Banking & Known Product Issues
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  Where are oddball Dow prices coming from?

  Answered ✓ Closed Rocket J Squirrel 232 views 15 comments 0 points Most recent by Michael Jones February 20Investing (Windows)
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  Fidelity balances in Quicken for Mac are not recorded properly

  Closed Sean Franklin 122 views 5 comments 0 points Most recent by John_in_NC February 19Download, Add/Update Accounts (Mac)
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  How do I update checking accounts

  Answered Closed reh7760 45 views 4 comments 0 points Most recent by Quicken Alyssa February 19Download, Add/Update Accounts (Windows)
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  Tax Planner Defaulting to Estimate or No Projected Amount

  Closed Tammy Van Buren 105 views 8 comments 0 points Most recent by Tammy Van Buren February 19Budgeting and Planning Tools (Windows)
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  Equity prices not updating when I select "Update" from the Investing/Dashboard screen

  Answered Closed Chuck56 65 views 4 comments 0 points Most recent by Chuck56 February 18Investing (Windows)
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  Downloading 401k transactions as BoughtX/Sold X

  Answered Closed carlyn.irwin 194 views 18 comments 0 points Most recent by Jim_Harman February 18Download, Add/Update Accounts (Windows)
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  Quicken re-authorization fails on Quicken side

  Closed b-quick 44 views 4 comments 0 points Most recent by Quicken Alyssa February 17Download, Add/Update Accounts (Windows)
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  Investment accounts dashboard no longer allows editing number of shares

  Answered Closed wilco995 45 views 4 comments 0 points Most recent by Quicken Alyssa February 17Investing (Windows)
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  Fidelity download not recognizing securities

  Closed crg63 51 views 5 comments -1 point Most recent by John_in_NC February 16Errors and Troubleshooting (Mac)
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  Connecting Quicken to E-Trade for detailed tracking

  Closed pedrovanrooij 55 views 4 comments 0 points Most recent by Quicken Alyssa February 16Errors and Troubleshooting (Mac)
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  Transaction Dates Change

  Answered Closed mkeRAD 22 views 4 comments 0 points Most recent by Quicken Alyssa February 16Registers & Transactions (Windows)
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  Philadelphia Deferred Compensation drops decimal places and displays account in millions

  Closed Jordbarnet 11 views 1 comment 0 points Most recent by jacobs February 15Errors and Troubleshooting (Mac)
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  Fidelity Updates Still Broken after Update

  Closed extravoice 4K views 164 comments 2 points Most recent by qudtp February 15Download, Add/Update Accounts (Windows)
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  Has a solution to Portfolio X-Ray not recognizing ETF stock funds been found?

  Answered Closed lrcatlett 92 views 3 comments 0 points Most recent by bd-tx February 15Investing (Windows)
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  Xerox Spinoff 2 12 2026

  Answered Closed jjrichards 91 views 4 comments 0 points Most recent by jjrichards February 14Download, Add/Update Accounts (Mac)
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  As of February 11, my Fidelity checking account has getting bad data in the Quicken download

  Answered Closed mannyg 33 views 1 comment 0 points Most recent by Quicken Kristina February 14Download, Add/Update Accounts (Mac)
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  Corporate Action for Astrozenica (Q Mac)

  Answered Closed beneisenstein 33 views 1 comment 0 points Most recent by Quicken Kristina February 14Investing (Mac)
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  can't seem to memorize an investment transaction if it has the MiscExp Action

  Answered Closed Jeff Pobst 33 views 2 comments 1 point Most recent by Jeff Pobst February 14Registers & Transactions (Windows)
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  Are Fidelity Netbenefits Workplace 401k downloads still an OPEN Quicken issue?

  Answered Closed Snakeyes 42 views 4 comments 0 points Most recent by Quicken Kristina February 14Download, Add/Update Accounts (Mac)
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  Downloaded Fidelity Securities Unknown - One Step Update

  Answered Closed cneriley 70 views 1 comment 0 points Most recent by NotACPA February 14Download, Add/Update Accounts (Windows)
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  John Hancock 401k balance not posting

  Answered Closed LarryT9999 25 views 2 comments 0 points Most recent by Douwe February 14Registers & Transactions (Mac)
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  Continuing issues with Quicken /Fidelity in reporting shares of Money Market FDRXX and Cash

  Closed Matthew Boone 1.1K views 35 comments 3 points Most recent by Steve Long Time User February 13Investing (Windows)