Investments

Discussion List

• 
  Add shareholder subdomain from Primerica

  Scotties 94 views 13 comments 2 points Most recent by Scotties 2:08AMAdding and Updating Accounts
• 
  4

  Up Down
  Add a column that shows the percent of total for each position held in your portfolio (edited)

  Active bretstu 15 views 1 comment 4 points Most recent by Lytol November 20Feature Requests
• 
  Buy/Sell Investment Transactions don't update Holdings

  akogan 13 views 1 comment 0 points Most recent by Coach Jon November 20Feedback
• 
  1

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

  Active ANDERMY 25 views 2 comments 1 point Most recent by Coach Natalie November 20Feature Requests
• 
  1

  Up Down
  Add support for the CBOE Canada (NEO) Exchange (edited)

  Active akogan 12 views 1 comment 1 point Most recent by Coach Natalie November 20Feature Requests
• 
  BTC / ETH investment tracking referencing Grayscale ETF prices

  theotherjay 53 views 11 comments 0 points Most recent by theotherjay November 19Investments
• 
  On my Robinhood Investment account, margin account debits show up as a positive number (edited)

  Dan6912 13 views 1 comment 0 points Most recent by Coach Jon November 18Adding and Updating Accounts
• 
  TreasuryDirect converted bonds incorrect balance

  trewbux 36 views 6 comments 1 point Most recent by Coach Natalie November 18Adding and Updating Accounts
• 
  Investment Total Cost & Gains: Share your feedback here!

  Announcement Coach Natalie 968 views 57 comments 0 points Most recent by Coach Natalie November 18Feedback
• 
  TreasuryDirect - ibond & tbond issues (edited)

  Closed Nu2Money 1.8K views 48 comments 1 point Most recent by Coach Natalie November 15Investments
• 
  Manual Investment Account isn't updating in Balances, Performance, or Net Worth Report (edited)

  brianperry263 154 views 25 comments 0 points Most recent by Coach Natalie November 13Adding and Updating Accounts
• 
  4

  Up Down
  Ability to manage Investment Categories under Settings (edited)

  Active FutureEye 53 views 1 comment 4 points Most recent by mb996 November 8Feature Requests
• 
  1

  Up Down
  Dashboard - Holdings Tile - Restore Functionality Prior to Top Movers (edited)

  Active today32 10 views 0 comments 1 point Started by today32 November 2 Feature Requests
• 
  Investments

  Dafelhandler 16 views 1 comment 1 point Most recent by Coach Natalie October 31Feedback
• 
  23

  Up Down
  Investment performance comparisons (1 Merged Vote)

  Active willya 131 views 11 comments 23 points Most recent by ebig123321 October 28Feature Requests
• 
  Introducing Investment Transactions -- Share your feedback here!

  Closed Coach Nicole 1.9K views 59 comments 7 points Most recent by Coach Natalie October 25Feedback
• 
  3

  Up
  Schwab Retirement Technologies

  Active chrisnre 147 views 5 comments 3 points Most recent by chrisnre October 23Report Missing Financial Institution
• 
  Merged: Helpful

  Closed BHazeltine 5 views 0 comments 1 point Most recent by DannyB October 22Feedback
• 
  11

  Up Down
  Investment Tab Upgrades

  Active adizzlefoto 144 views 9 comments 11 points Most recent by DPLowsley October 20Feature Requests
• 
  16

  Up Down
  Ability to Download/Export Net Worth and Investment Balance Data (edited)

  Active SimpliJSHL 202 views 2 comments 16 points Most recent by cweiland October 17Feature Requests
• 
  Manually Tracking Crypto

  Answered ✓ Closed anold 43 views 3 comments 0 points Most recent by Coach Natalie October 16Investments
• 
  Cost basis not updating

  Closed krmjo 33 views 4 comments 0 points Most recent by krmjo October 15Report a Bug
• 
  "Cost Basis Feedback" Banner steals focus from search field on Investment Page

  Closed RockLee 30 views 5 comments 0 points Most recent by DannyB October 11Report a Bug
• 
  Retirement Investment Account Classification: What Do You Think?

  Closed DannyB 41 views 5 comments 1 point Most recent by DannyB October 11Investments
• 
  Investments>Portfolio Symbol cut off if longer than 4 characters

  Closed UrsulaA 30 views 3 comments 0 points Most recent by UrsulaA October 10Report a Bug
• 
  Valic/AIG broken again

  Closed N4KHQ 115 views 20 comments 0 points Most recent by N4KHQ October 9Adding and Updating Accounts
• 
  3

  Up Down
  Ability to Mark Holdings as Cash in Connected Investment Accounts (edited)

  Active Jordandryce 15 views 0 comments 3 points Started by Jordandryce October 8 Feature Requests
• 
  7

  Up Down
  Add 457b Retirement Account Type (edited)

  Active Domino82 85 views 5 comments 7 points Most recent by RobertoT October 7Feature Requests
• 
  New Feature Alert: Investment Total Cost & Gains!

  Closed Coach Natalie 496 views 1 comment 0 points Most recent by Coach Natalie October 4Updates From the Product Team