Discussion List

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  Manual Investment Accounts aren't updating in Balances and Performance (since February 21)

  mariafed 86 views 18 comments 0 points Most recent by Coach Jon April 25Troubleshooting
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  Corebridge Financial not pulling holdings info

  Mankow 48 views 19 comments 0 points Most recent by Coach Jon April 25Adding and Updating Accounts
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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 137 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 442 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 76 views 18 comments 0 points Most recent by Coach Jon April 21Adding and Updating Accounts
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  Robinhood Cash separate from stock / Duplication

  rmquick25 28 views 4 comments 0 points Most recent by rmquick25 April 21Investments
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  Dashboard Holdings Card Does Not Show Holdings (edited)

  Chagall 28 views 6 comments 0 points Most recent by Chagall April 19Troubleshooting
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  HSA Bank Investment Account

  HRick 10 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

  John Wells 19 views 2 comments 0 points Most recent by John Wells April 18Investments
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  Add 457b Retirement Account Type (edited)

  Active Domino82 95 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

  dlezama 8 views 1 comment 0 points Most recent by SRC54 April 16Investments
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  Add shareholder subdomain from Primerica

  Scotties 289 views 35 comments 2 points Most recent by welestgw April 14Adding and Updating Accounts
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  Allow Investment Transactions to Impact Manual Investment Account Balances/Portfolio Value (edited)

  Active tonymfernandez 45 views 3 comments 4 points Most recent by dlezama April 14Feature Requests
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  Tracking Manual Accounts and Investments

  Answered ✓ Jamessmck 20 views 1 comment 0 points Most recent by Coach Kristina April 12Investments
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  Vanguard connections resetting everyday

  Elvin 152 views 9 comments 0 points Most recent by ssparrish April 11Adding and Updating Accounts
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  TreasuryDirect converted bonds incorrect balance

  trewbux 67 views 12 comments 2 points Most recent by Coach Natalie April 11Adding and Updating Accounts
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  SEI Client Connect - Incorrect Holdings, Balance, Market Value, and no Investment Transactions

  davidcwalls 161 views 26 comments 0 points Most recent by Coach Natalie April 8Adding and Updating Accounts
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  Adding a private placement stock

  rbsimplifi 12 views 1 comment 0 points Most recent by SRC54 April 6Investments
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  Can't find U.S. Bank investment account

  bitluna 11 views 1 comment 0 points Most recent by Coach Jon April 3Adding and Updating Accounts
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  Why has one Fidelity Investment got a Fidelity Icon But not the others?

  SRC54 21 views 3 comments 0 points Most recent by SRC54 April 2Investments
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  Could we add some more tickers, BTC-CND perhaps?

  jmcdouall 17 views 3 comments 0 points Most recent by Coach Jon April 2Investments
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  Simple vs Complete Investment Tracking

  Active AaronJB 214 views 14 comments 9 points Most recent by BhupeshGajria April 1Feature Requests
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  Ability to include any/all Investment Transaction in Reports and the Spending Plan (edited)

  Active cmordas 693 views 40 comments 18 points Most recent by RobWilk April 1Feature Requests
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  How to get BTC to track Bitcoin and not Grayscale Bitcoin Mini Trust ETF

  revsue 20 views 2 comments 0 points Most recent by revsue March 30Troubleshooting
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  Support for Old National Wealth Management Client Portal

  Active tagtyoureit 5 views 0 comments 1 point Started by tagtyoureit March 23 Report Missing Financial Institution
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  Stifel Incorrect Balance/Holdings Issue (edited)

  fredct 68 views 11 comments 0 points Most recent by Coach Kristina March 23Adding and Updating Accounts
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  Ability to add notes to the Investments Balances graph (edited)

  Active Flopbot 14 views 1 comment 2 points Most recent by UrsulaA March 17Feature Requests
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  TD Canada Trust and missing RRSP and TFSA investment accounts

  Closed oliverdavid 62 views 9 comments 0 points Most recent by oliverdavid March 14Adding and Updating Accounts
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  T. Rowe Price Retirement Accounts Missing Holdings

  Closed The Merg 25 views 5 comments 0 points Most recent by Coach Kristina March 9Investments