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Re: How to track 'Interest Rate Linked Structured Investments'?
I'm not aware of any function in Q that can follow this type of investment. SO, I'd be inclined to just live with what Chuck downloads until maturity. OR, you can make manual adjustments to…1 -
Re: Fidelity Investments not able to sync
What type(s) of accounts do you have at Fidelity … because Fidelity goes by multiple names in Q depending upon the account type. "Fidelity Investments" is for retail brokerage and mutual fu…1 -
Re: New to Quicken why dont my Brokerage numbers line up
On a security by security basis, have you compared the shares/units held in each security? And, for any where those numbers don't agree … have you made the corrections? And then, have you compar…1 -
Re: Change my Fidelity Cash Management from Brokerage to Banking
Fidelity Investments is a brokerage firm … not a bank. By law, they can't issue true "checking" accounts. BUT, as we both know, a Fidelity MMF works pretty much the same as a checking …1 -
Re: Is there some way to reclassify the Vanguard Savings Account? It comes in as brokerage
Vanguard is a brokerage firm, not a bank. THUS, by law, it can't offer a true "savings account" (or, a checking account). What it can do, however is offer accounts that act like "…1
