Investments

Discussion List

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  Is the Stifel balance issue being worked?

  Question mdzenk 4 views 0 comments 0 points Started by mdzenk May 19 Adding and Updating Accounts
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  Corebridge Financial not pulling holdings info

  Mankow 107 views 33 comments 0 points Most recent by Coach Jon May 19Adding and Updating Accounts
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  Robinhood Performance not updating since March 7th 2024 (edited)

  reddog1987 278 views 38 comments 1 point Most recent by Coach Natalie May 19Adding and Updating Accounts
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  Issue connecting two logins with Vanguard (edited)

  Jeff C 213 views 23 comments 2 points Most recent by Coach Jon May 19Adding and Updating Accounts
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  Add 'Cryptocurrency' as an Investment Account Type [edited] (1 Merged Vote)

  Active tapierce 44 views 2 comments 12 points Most recent by Mankow May 18Feature Requests
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  Merged: Crypto Category for investment accounts [Edited]

  Closed Mankow 10 views 0 comments 1 point Started by Mankow May 18 Feature Requests
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  Coinbase Account Holdings Not Accurate

  whyme 196 views 35 comments 3 points Most recent by Deihmos May 18Adding and Updating Accounts
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  BTC / ETH investment tracking referencing Grayscale ETF prices

  theotherjay 188 views 20 comments 0 points Most recent by Marcun May 16Investments
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  Robinhood managed IRA accounts supported?

  fullmetalomelette 43 views 9 comments 0 points Most recent by fullmetalomelette May 15Adding and Updating Accounts
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  Vanguard - what worked for me

  Kalkrish 58 views 2 comments 1 point Most recent by KP_9 May 9Adding and Updating Accounts
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  Why Are Account Roll-Up Totals Incorrect? (edited)

  BobThings 63 views 5 comments 0 points Most recent by Coach Jon May 9Investments
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  Investment Holdings is incorrect in the mobile application

  System 16 views 4 comments 0 points Most recent by Coach Jon May 8Investments
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  Robinhood Cash separate from stock / Duplication

  rmquick25 35 views 5 comments 0 points Most recent by Coach Natalie May 6Investments
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  TreasuryDirect converted bonds incorrect balance

  trewbux 72 views 13 comments 2 points Most recent by Coach Natalie May 6Adding and Updating Accounts
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  Fidelity NetBenefits Mutual Fund Names

  ricklamb0810 249 views 19 comments 0 points Most recent by Coach Natalie May 5Adding and Updating Accounts
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  SPLG holdings incorrectly labeled.

  Karim Benbourenane 83 views 10 comments 0 points Most recent by Coach Natalie May 5Investments
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  Allow Investment Transactions to Impact Manual Investment Account Balances/Portfolio Value (edited)

  Active tonymfernandez 60 views 6 comments 4 points Most recent by CharlieVA May 5Feature Requests
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  Ability to mark Investment Transactions as Recurring (edited)

  Active orange_rijder 45 views 2 comments 2 points Most recent by SRC54 May 4Feature Requests
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  Thrift Savings Plan - Display Lifecycle and Individual Holdings in Investments Portfolio Tab

  Hackstar18 107 views 5 comments 1 point Most recent by Coach Natalie April 28Investments
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  Manual Investment Accounts aren't updating in Balances and Performance (since February 21)

  mariafed 92 views 18 comments 0 points Most recent by Coach Jon April 25Troubleshooting
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  Merged: Please add eQuipt

  Closed Chilly 4 views 0 comments 1 point Started by Chilly April 23 Business Accounts
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  Ability to remove 'Related News' from Investments Portfolio

  Active mcnbmcnb 140 views 7 comments 11 points Most recent by BHazeltine April 22Feature Requests
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  M1 Finance Not showing Money Market account when Syncing

  gms 481 views 32 comments 1 point Most recent by Coach Jon April 21Adding and Updating Accounts
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  Alight - Abbott Laboratories. - "Something went wrong" error (edited)

  Nate Simons 87 views 18 comments 0 points Most recent by Coach Jon April 21Adding and Updating Accounts
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  Dashboard Holdings Card Does Not Show Holdings (edited)

  Closed Chagall 34 views 6 comments 0 points Most recent by Chagall April 19Troubleshooting
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  HSA Bank Investment Account

  Closed HRick 14 views 1 comment 1 point Most recent by Coach Jon April 18Adding and Updating Accounts
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  Getting "Invalid Symbol" for one or more Fidelity mutual funds

  Closed John Wells 26 views 2 comments 0 points Most recent by John Wells April 18Investments
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  Add 457b Retirement Account Type (edited)

  Active Domino82 96 views 6 comments 8 points Most recent by Dinga April 17Feature Requests
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  Fidelity's investing portfolio does not update total cost

  Closed dlezama 13 views 1 comment 0 points Most recent by SRC54 April 16Investments
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  Add shareholder subdomain from Primerica

  Scotties 299 views 35 comments 2 points Most recent by welestgw April 14Adding and Updating Accounts