Investments

Discussion List

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  Merril Lynch transactions not downloading

  Closed Opescatore 22 views 2 comments 0 points Most recent by Quicken Laura April 22Errors and Troubleshooting (Windows)
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  Why are the balances inaccurate for my Edward Jones accounts directly connected to Quicken Classic?

  Answered Closed Douglas Carr 46 views 4 comments 0 points Most recent by Quicken Kristina April 21Investing (Mac)
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  Registry different from Portfolio view

  Closed FarmHills 66 views 7 comments 0 points Most recent by Quicken Kristina April 21Investing (Windows)
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  fidelity transfer from ira to roth

  Closed traderbrian 42 views 5 comments 0 points Most recent by Quicken Kristina April 21Download, Add/Update Accounts (Windows)
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  Roth IRA Withdrawals - Why am I asked to specify a tax lot or average cost?

  Closed ssryan2 42 views 5 comments 0 points Most recent by Quicken Kristina April 21Registers & Transactions (Windows)
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  Other investment account shows as 'account not synced' on Quicken Mobile

  Answered Closed Jill2026 38 views 5 comments 0 points Most recent by Quicken Kristina April 21Errors and Troubleshooting (Mac)
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  Adjusting share balance without affecting ACB?

  Answered Closed Microfiche 127 views 9 comments 0 points Most recent by Microfiche April 21All Things Canadian (Windows)
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  One of 6 Fidelity accounts unable to update

  Answered Closed joblingm 68 views 3 comments 0 points Most recent by joblingm April 20Errors and Troubleshooting (Windows)
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  Fidelity Money Market account and cash balance problems

  Closed Bobalaska 33 views 1 comment 0 points Most recent by Quicken Laura April 20Errors and Troubleshooting (Mac)
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  "An unexpected error occurred, please try again later" error with TIAA

  Closed System 70 views 9 comments 0 points Most recent by Quicken Kristina April 19Download, Add/Update Accounts (Mac)
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  Schwab CC-501 error [Edited]

  Answered Closed Tman 25 views 4 comments 0 points Most recent by Quicken Kristina April 19Download, Add/Update Accounts (Windows)
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  Vanguard transaction download message "an Error has occurred"

  Closed Marvin2020 31 views 3 comments 0 points Most recent by Quicken Laura April 19Download, Add/Update Accounts (Windows)
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  2

  Up
  Track Qualified Dividends

  Reviewed Ted Durant 50 views 2 comments 2 points Most recent by Chris_QPW April 19Product Enhancements
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  2

  Up
  Net Amount Invested

  Reviewed loukas 33 views 0 comments 2 points Started by loukas April 19 Investments
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  Quicken add Fidelity acct stuck on "bank hosted sign-in page"

  Closed vlee194546 185 views 19 comments 0 points Most recent by vlee194546 April 18Download, Add/Update Accounts (Windows)
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  1

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  Need Improvements and Contingency For Options and downloads because of ISSUES.

  Reviewed BRETTB 23 views 0 comments 1 point Started by BRETTB April 18 Ideas for Windows Classic
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  Does anyone else have problems downloading transactions and portfolio values from Schwab?

  Closed MishawakaKirk 161 views 12 comments 0 points Most recent by Quicken Kristina April 17Investing (Windows)
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  As I try to continue reconciling Q Classic Cda to Excel

  Answered Closed Tealeaf3 161 views 7 comments 0 points Most recent by Quicken Kristina April 17All Things Canadian (Windows)
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  Merrill Lynch Holdings

  Answered Closed LordXerxes 60 views 6 comments 0 points Most recent by Quicken Kristina April 17Download, Add/Update Accounts (Windows)
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  Periodically, downloading from Schwab and bank accounts stops working [Edited]

  Answered Closed rama23 44 views 5 comments 0 points Most recent by Quicken Kristina April 17Download, Add/Update Accounts (Windows)
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  Fidelity Investments has made changes to the way it shares money market/cash transactional informati

  Closed FEC 313 views 20 comments 0 points Most recent by Quicken Kristina April 17Investing (Windows)
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  Added a Fidelity investment account

  Answered Closed arauseo 31 views 4 comments 0 points Most recent by Quicken Kristina April 17Download, Add/Update Accounts (Windows)
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  Fidelity investments double downloading transactions

  Closed System 37 views 5 comments 0 points Most recent by Quicken Kristina April 17Download, Add/Update Accounts (Windows)
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  Fidelity authorization prompt results in a duplicate account [Edited]

  Closed RyanJeff 26 views 4 comments 0 points Most recent by Quicken Kristina April 17Download, Add/Update Accounts (Windows)
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  How do I fix a single Schwab Account that will sync with Quicken Classic Deluxe for Mac only once?

  Answered Closed Micro151 23 views 4 comments 0 points Most recent by Quicken Kristina April 17Errors and Troubleshooting (Mac)
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  Mac Quicken/Fidelity Investments Interface

  Closed Sparky8652 73 views 4 comments 1 point Most recent by Quicken Kristina April 17Errors and Troubleshooting (Mac)
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  Holdings that have been sold still reflect in portfolio

  Closed System 27 views 5 comments 0 points Most recent by Quicken Kristina April 17Errors and Troubleshooting (Mac)
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  Transfers to investment accounts

  Answered Closed fallen0047 30 views 1 comment 0 points Most recent by Quicken Carlos April 17Using Quicken on the Web