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Investments

Incorrect shares and market value for T. Rowe Price account

System 100 views 20 comments 0 points Most recent by Coach Natalie January 30Investments
30

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CryptoCurrency Support

Active shaunquinton2 566 views 15 comments 30 points Most recent by Bertations January 26Feature Requests
Zero balance on connected Interactive Brokers account

LADL00k 37 views 4 comments 0 points Most recent by Coach Natalie January 12Adding and Updating Accounts
Investment and retirement account transactions in Reports

Answered ✓ drakej 26 views 1 comment 0 points Most recent by Coach Natalie January 5Reports
Early Access Users: Introducing Investment Transactions -- Share your feedback here!

Announcement Coach Nicole 431 views 20 comments 3 points Most recent by Coach Natalie January 3Early Access User Feedback
Is Development planning on including transactions from the Investment / Brokerage side into Reports?

Answered ✓ Graystoke 28 views 3 comments 0 points Most recent by Graystoke January 3Reports
Is there something going on with investment account transactions?

Answered ✓ Closed DannyB 21 views 1 comment 0 points Most recent by DannyB December 2022Investments
Merged: Please add support for Booz Allen ECAP Retirement

capozzme 1 view 0 comments 0 points Started by capozzme December 2022 Adding and Updating Accounts
Fidelity gone crazy

Closed SRC54 100 views 13 comments 0 points Most recent by SRC54 December 2022Adding and Updating Accounts
Government Thrift Savings Plan (TSP) Connection Issues

Closed MC-ConRaiders 32 views 1 comment 0 points Most recent by Coach Natalie December 2022Adding and Updating Accounts
"FLEXINSURED" cash/money market is not $FLEX symbol

Closed pst 2 views 1 comment 0 points Most recent by Coach Natalie December 2022Investments
9

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Investment Tab Upgrades

Active adizzlefoto 117 views 7 comments 9 points Most recent by Coach Natalie December 2022Feature Requests
1

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Add Expense Ratio column to Investing Portfolio tab?

Active Ulysses 22 views 0 comments 1 point Started by Ulysses December 2022 Feature Requests
17

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Investment Portfolio Allocations with Graph [edited] (1 Merged Voted)

Active TGP 72 views 4 comments 17 points Most recent by Ulysses December 2022Feature Requests
Incorrect balance for Robinhood investment account

Closed Far 17 views 1 comment 0 points Most recent by Coach Natalie December 2022Investments
New features

Closed Seeker7 11 views 1 comment 0 points Most recent by Coach Natalie November 2022Feedback
Incorrect holdings displayed for Pershing LLC accounts (edited)

Answered ✓ Closed DannyB 45 views 4 comments 0 points Most recent by DannyB November 2022Report a Bug
Investment Transactions Unreviewed

Answered ✓ Closed meoge 37 views 5 comments 0 points Most recent by Coach Natalie November 2022Investments
How to remove cash holdings from Fidelity NetBenefits update?

Closed ShellyB 35 views 4 comments 0 points Most recent by Flopbot November 2022Adding and Updating Accounts
Investment transaction downloads defaulting to "Health Insurance" category

DannyB 50 views 7 comments 0 points Most recent by Coach Natalie November 2022Report a Bug
Merged: Wealthfront brokerage transaction weirdness

Pieter 12 views 0 comments 0 points Started by Pieter November 2022 Investments
New Mobile Features!

Closed Coach Natalie 173 views 0 comments 4 points Started by Coach Natalie November 2022 Updates From the Product Team
Fidelity Investments wrong number of shares

Closed bobluck 68 views 18 comments 0 points Most recent by bobluck November 2022Investments
Try Fidelity Rewards Credit Card if Fidelity accounts aren't updating (edited)

Closed ZHailWayne 54 views 1 comment 1 point Most recent by Coach Natalie November 2022Adding and Updating Accounts
Recurring Investment Transaction Transfers Do Not Appear in Mobile (edited)

Answered ✓ Closed bcrossman 20 views 1 comment 0 points Most recent by Coach Natalie November 2022Investments
1

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Show Cash Balances separately in Portfolio and Balances sections of Investments (edited)

Active ANDERMY 25 views 1 comment 1 point Most recent by Coach Natalie November 2022Feature Requests
Investment Transactions repeat themselves

Closed RichD 16 views 1 comment 0 points Most recent by Coach Natalie November 2022Investments
Finally contributing to Roth IRA - now what?

Closed Flopbot 66 views 10 comments 0 points Most recent by DannyB November 2022Investments
19

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Improvements to Investing Capabilities

Active Trevor Miller 103 views 8 comments 19 points Most recent by Coach Natalie October 2022Feature Requests

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