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Investments

NEW 9/21/22: Unable to close a manual investment account

Announcement Closed Coach Natalie 17 views 0 comments 0 points Started by Coach Natalie September 21 Known Product Issues
Ledger Live Account

Answered mverbree 22 views 2 comments 0 points Most recent by mverbree September 21Adding and Updating Accounts
Early Access Users: Introducing Investment Transactions -- Share your feedback here!

Announcement Coach Nicole 124 views 4 comments 3 points Most recent by RichD September 14Feedback
1

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Display tax lots for investments (edited)

Active corefi 14 views 0 comments 1 point Started by corefi September 14 Feature Requests
3

Ability to track transactions for Manual Investment Accounts (edited)

Completed bankofdad 57 views 7 comments 3 points Most recent by bbertchie September 13Feature Requests
4

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Need details of investments like market value and cost basis (edited)

Active Cincinnati-Boy 9 views 1 comment 4 points Most recent by Coach Natalie September 12Feature Requests
2

For investment income, be able to create a rule so these get sorted differently

Completed Laura 32 views 3 comments 2 points Most recent by Coach Natalie September 12Feature Requests
Is it possible to recategorize previous transfers to the proper investment accounts?

Answered ✓ DannyB 28 views 2 comments 0 points Most recent by DannyB September 12Investments
3

Ability to create 'Transfers' To/From IRA and Investment Accounts [edited] (3 Merged Votes)

Completed ZZPSP 166 views 5 comments 3 points Most recent by Coach Natalie September 9Feature Requests
18

Show Investment Transactions (1 Merged Vote)

Completed jpv121 497 views 21 comments 18 points Most recent by Coach Natalie September 9Feature Requests
Setting up recurring transfer from CHECKING to ROTH IRA.

Answered ✓ Flopbot 18 views 2 comments 0 points Most recent by Coach Natalie September 9Investments
New Feature Alert: Investment Transactions and Investing Performance Over Time

Closed Coach Natalie 181 views 0 comments 2 points Started by Coach Natalie September 9 Updates From the Product Team
0

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Add 'Precious Metals' as an Investment Account Type (edited)

Active Gcran 17 views 1 comment 0 points Most recent by Coach Natalie August 29Feature Requests
Morgan Stanley Wealth Management

Answered ✓ Closed kibby 7 views 1 comment 0 points Most recent by Coach Natalie August 15Investments
Adding fractional crypto or stock shares using the mobile app?

Closed Bob1 19 views 7 comments 0 points Most recent by Coach Natalie August 12Investments
8

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Add an HSA Investment account type (edited)

Active MDG39518 31 views 2 comments 8 points Most recent by mverbree August 11Feature Requests
11

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Manual Crypto Asset Tracking (edited)

Active Nick Davis 103 views 6 comments 11 points Most recent by mverbree August 11Feature Requests
Bitcoin price not updating in mobile app

Closed Bob1 23 views 2 comments 0 points Most recent by Coach Natalie August 10Report a Bug
Crypto account not updating in Balance Over Time section (edited)

Closed inspector_gadget 34 views 10 comments 0 points Most recent by Coach Natalie July 5Investments
[RESOLVED] 3/22/22: Unable to add VUSXX Vanguard Treasury Money Market Fund

Closed Coach Natalie 55 views 4 comments 0 points Most recent by Coach Natalie June 30Archived Posts
Merged: Add Functionality: Using Brokerage Accounts for Savings Goals

username1 24 views 0 comments 1 point Started by username1 June 10 Feature Requests
Is there a workaround for the lack of transactions in investment accounts?

Answered ✓ Closed JimSimpkins 49 views 8 comments 0 points Most recent by JimSimpkins June 10Investments
Unable to connect to Goldman Sachs 401k

Closed jonk4m 23 views 3 comments 0 points Most recent by Coach Natalie June 6Adding and Updating Accounts
1

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Manually update holdings information for manual Investment accounts [edited] (2 Merged Votes)

Active Phantom 35 views 5 comments 1 point Most recent by giuvincenzi May 31Feature Requests
Need the ability to deduct, not just add, to an investment account.

Closed JoanneA 14 views 1 comment 0 points Most recent by Coach Natalie May 27Investments
[RESOLVED] 5/9/22: Unable to add manual holdings with a special character in the name

Closed Coach Natalie 34 views 1 comment 0 points Most recent by Coach Blake May 12Archived Posts
[RESOLVED] 5/9/22: Holdings with a single letter aren't pulling in a price per share

Closed Coach Natalie 30 views 1 comment 0 points Most recent by Coach Natalie May 12Archived Posts
Incorrect holdings/data with Fidelity (edited)

Closed bobluck 14 views 1 comment 1 point Most recent by Coach Natalie May 2Investments
1

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Edit ticker symbol and holdings

Active bobluck 1 view 0 comments 1 point Started by bobluck May 2 Feature Requests
Incorrect Security Symbol Interpreted

Answered ✓ Closed jtjones0304 21 views 7 comments 0 points Most recent by Coach Natalie April 29Investments

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