Investments

HSA Bank - HSA Invest account is missing holdings and transactions (edited)

The Merg 96 views 15 comments 0 points Most recent by Coach Jon June 17Adding and Updating Accounts

Quicken Simplifi not importing investment data from Fidelity and Schwab (edited)

Mely75 40 views 3 comments 0 points Most recent by SRC54 June 15Adding and Updating Accounts

1

John Hancock Freedom 529 Accounts

The Merg 19 views 0 comments 1 point Started by The Merg June 13 Report Missing Financial Institution or Biller

13

Cetera and AdviceWorks

Active bwinchester 620 views 23 comments 13 points Most recent by Shorjeff June 10Report Missing Financial Institution or Biller

NetX Investor connects but doesn't download holdings or transactions

phlsphr 68 views 4 comments 0 points Most recent by phlsphr June 8Adding and Updating Accounts

E*TRADE stocks are missing from the portfolio view (edited)

vladinator 135 views 11 comments 0 points Most recent by Coach Natalie June 5Adding and Updating Accounts

117

Add an HSA Investment account type (edited)

In Review MDG39518 1.1K views 23 comments 117 points Most recent by FutureEye June 4Feature Requests

38

Ability to include any/all Investment Transaction in Reports and the Spending Plan (edited)

Active cmordas 1.1K views 47 comments 38 points Most recent by danielp_ June 4Feature Requests

Toronto Stock Exchange Symbols Not Working

donnajean 133 views 16 comments 0 points Most recent by Coach Jon June 1Investments

Merged: Save Filtering Selections in Investments

Closed swterry91 1 view 0 comments 1 point Started by swterry91 May 30 Feature Requests

12

Add 457b Retirement Account Type (edited)

Active Domino82 142 views 10 comments 12 points Most recent by TiggerTrainer May 29Feature Requests

Investments Dashboard Total Incorrect (edited)

MoMoney99 54 views 8 comments 0 points Most recent by MoMoney99 May 29Troubleshooting

Investment dashboard card is not retaining the custom date range set within investment balances

Manny512 21 views 1 comment 0 points Most recent by Coach Jon May 20Troubleshooting

Feedback on Dashboard > Investments plus differences between web and app version

Closed kdwilson 16 views 1 comment 0 points Most recent by Coach Jon May 14Feedback

Morgan Stanley Private Bank Doesn't Import Holdings (edited)

Closed Jeff79 31 views 5 comments 0 points Most recent by Coach Jon May 13Adding and Updating Accounts

Capital Gains, Losses and Tax Reporting

Closed Mortimer Duke 39 views 2 comments 0 points Most recent by Mortimer Duke May 7Investments

Alight - Abbott Laboratories. - "Something went wrong" error (edited)

Closed Nate Simons 216 views 21 comments 0 points Most recent by Coach Jon May 5Adding and Updating Accounts

Added purchases in investment account, but there are no holdings present (edited)

Closed lynchbro 40 views 5 comments 0 points Most recent by Coach Natalie May 4Investments

T. Rowe Price Retirement Accounts Missing Holdings

The Merg 211 views 23 comments 0 points Most recent by Coach Janean May 3Investments

14

Allow Investment Transactions to Impact Manual Investment Account Balances/Portfolio Value (edited)

Active tonymfernandez 116 views 11 comments 14 points Most recent by Coach Janean May 2Feature Requests

Robinhood - BTC / ETH investment tracking referencing Grayscale ETF prices (edited)

theotherjay 484 views 31 comments 2 points Most recent by CorporateZombee May 1Investments

Time Weighted Return + Cash Flow Transactions

kgpreet 340 views 33 comments 1 point Most recent by Coach Jon May 1Report a Bug

SPLG holdings incorrectly labeled.

Closed Karim Benbourenane 156 views 14 comments 0 points Most recent by Coach Natalie May 1Investments

Fidelity NetBenefits Mutual Fund Names

Closed ricklamb0810 402 views 23 comments 0 points Most recent by Coach Natalie May 1Adding and Updating Accounts

19

Edit ticker symbol and holdings

Planned bobluck 255 views 13 comments 19 points Most recent by hangingchad April 26Feature Requests

Unable to find WBREOX in the holdings list (edited)

Closed jmqn7 34 views 3 comments 0 points Most recent by Coach Jon April 17Investments

24

Ability to remove 'Related News' from Investments Portfolio

Completed Closed mcnbmcnb 285 views 16 comments 24 points Most recent by Coach Natalie April 16Feature Requests

25

Investment performance comparisons (1 Merged Vote)

Active willya 166 views 13 comments 25 points Most recent by gerard143 April 12Feature Requests

Improve the look of the lines on the investment performance chart and include S&P 500 comparison

Closed gerard143 13 views 1 comment 0 points Most recent by Coach Natalie April 8Feedback

Investments

Discussion List