Investments

Discussion List

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  HSA Bank - HSA Invest account is missing/no holdings data (edited)

  The Merg 705 views 60 comments 1 point Most recent by Coach Natalie August 28Adding and Updating Accounts
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  Regarding the inability to get the correct information for cost basis in Fidelity Accounts

  Robert345678 26 views 2 comments 0 points Most recent by Robert345678 August 25Feedback
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  Ability to include any/all Investment Transaction in Reports and the Spending Plan (edited)

  Active cmordas 1.3K views 51 comments 39 points Most recent by Bek0862 August 20Feature Requests
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  Robinhood - BTC / ETH investment tracking referencing Grayscale ETF prices (edited)

  theotherjay 653 views 32 comments 2 points Most recent by Smile and Dance August 12Investments
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  Kraken not tracking stocks holding correctly

  tjipz 130 views 11 comments 0 points Most recent by Coach Natalie August 3Adding and Updating Accounts
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  Add shareholder subdomain from Primerica

  Scotties 824 views 39 comments 2 points Most recent by Coach Natalie August 3Adding and Updating Accounts
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  Non Functioning Downloading Quotes After Corporate Stock Split (HON - Honeywell)

  PhilipJD 29 views 1 comment 0 points Most recent by Coach Kristina August 2Adding and Updating Accounts
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  Allow Investment Transactions to Impact Manual Investment Account Balances/Portfolio Value (edited)

  Active tonymfernandez 158 views 12 comments 15 points Most recent by TigerQueen July 29Feature Requests
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  E*TRADE stocks are missing from the portfolio view (edited)

  vladinator 259 views 12 comments 0 points Most recent by vladinator July 28Adding and Updating Accounts
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  Projected Cash Flow needs to allow you to identify a Brokerage Account

  Closed tstirsman 56 views 2 comments 0 points Most recent by RobI July 27Projected Cash Flow
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  DA Davidson Account Balances and Investment Holdings and Balances Are Wrong (edited)

  Closed JBB 198 views 11 comments 0 points Most recent by Coach Natalie July 23Adding and Updating Accounts
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  T. Rowe Price Retirement Accounts Missing Holdings

  The Merg 338 views 26 comments 0 points Most recent by lwyman July 15Investments
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  How to enter a buy transaction CUSIP for Tbill

  Answered ✓ Closed RobI 88 views 4 comments 0 points Most recent by RobI July 14Investments
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  How to get manual Investment ("Other Investment") account to update?

  Closed supermatthew 93 views 9 comments 0 points Most recent by Coach Jon July 10Adding and Updating Accounts
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  ONGOING 7/7/26: Fidelity investment accounts displaying incorrect Cost Basis

  Coach Kristina 291 views 1 comment 0 points Most recent by Coach Natalie July 7Current Online Banking Issues
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  Significant difference ($35000 or 2-3% of portfolio) between connected Investments total and Balance

  Closed kdwilson 36 views 3 comments 0 points Most recent by Coach Natalie July 1Adding and Updating Accounts
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  Investments dashboard card not matching between web and mobile (edited)

  Closed kdwilson 51 views 2 comments 0 points Most recent by Coach Natalie July 1Troubleshooting
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  Investment Cost Basis Field Locked & Manual Edits Reverted to Broker Data (edited)

  Closed rosachin21k 64 views 3 comments 0 points Most recent by Coach Kristina June 20Troubleshooting
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  Quicken Simplifi not importing investment data from Fidelity and Schwab (edited)

  Closed Mely75 79 views 3 comments 0 points Most recent by SRC54 June 15Adding and Updating Accounts
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  John Hancock Freedom 529 Accounts

  The Merg 25 views 0 comments 1 point Started by The Merg June 13 Report Missing Financial Institution or Biller
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  Cetera and AdviceWorks

  Active bwinchester 840 views 23 comments 13 points Most recent by Shorjeff June 10Report Missing Financial Institution or Biller
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  NetX Investor connects but doesn't download holdings or transactions

  Closed phlsphr 78 views 4 comments 0 points Most recent by phlsphr June 8Adding and Updating Accounts
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  Add an HSA Investment account type (edited)

  In Review MDG39518 1.2K views 23 comments 117 points Most recent by FutureEye June 4Feature Requests
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  Toronto Stock Exchange Symbols Not Working

  donnajean 215 views 16 comments 0 points Most recent by Coach Jon June 1Investments
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  Merged: Save Filtering Selections in Investments

  Closed swterry91 1 view 0 comments 1 point Started by swterry91 May 30 Feature Requests
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  Add 457b Retirement Account Type (edited)

  Active Domino82 164 views 10 comments 14 points Most recent by TiggerTrainer May 29Feature Requests
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  Investments Dashboard Total Incorrect (edited)

  Closed MoMoney99 126 views 8 comments 0 points Most recent by MoMoney99 May 29Troubleshooting
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  Investment dashboard card is not retaining the custom date range set within investment balances

  Closed Manny512 23 views 1 comment 0 points Most recent by Coach Jon May 20Troubleshooting
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  Feedback on Dashboard > Investments plus differences between web and app version

  Closed kdwilson 23 views 1 comment 0 points Most recent by Coach Jon May 14Feedback