Investments

Discussion List

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  Regarding the inability to get the correct information for cost basis in Fidelity Accounts

  Closed Robert345678 49 views 2 comments 0 points Most recent by Robert345678 August 25Feedback
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  Kraken not tracking stocks holding correctly

  Closed tjipz 194 views 11 comments 0 points Most recent by Coach Natalie August 3Adding and Updating Accounts
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  Add shareholder subdomain from Primerica

  Closed Scotties 1.1K 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)

  Closed PhilipJD 46 views 1 comment 0 points Most recent by Coach Kristina August 2Adding and Updating Accounts
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  E*TRADE stocks are missing from the portfolio view (edited)

  Closed vladinator 384 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 76 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 335 views 11 comments 0 points Most recent by Coach Natalie July 23Adding and Updating Accounts
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  How to enter a buy transaction CUSIP for Tbill

  Answered ✓ Closed RobI 126 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 153 views 9 comments 0 points Most recent by Coach Jon July 10Adding and Updating Accounts
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  Significant difference ($35000 or 2-3% of portfolio) between connected Investments total and Balance

  Closed kdwilson 46 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 91 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 84 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 127 views 3 comments 0 points Most recent by SRC54 June 15Adding and Updating Accounts
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  John Hancock Freedom 529 Accounts

  Active The Merg 35 views 0 comments 1 point Started by The Merg June 13 Report Missing Financial Institution or Biller
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  13

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  Cetera and AdviceWorks

  Active bwinchester 1.1K 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 123 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 1.4K views 23 comments 118 points Most recent by FutureEye June 4Feature Requests
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  Toronto Stock Exchange Symbols Not Working

  donnajean 284 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 236 views 10 comments 14 points Most recent by TiggerTrainer May 29Feature Requests
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  Investments Dashboard Total Incorrect (edited)

  Closed MoMoney99 197 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 33 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 51 views 1 comment 0 points Most recent by Coach Jon May 14Feedback
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  Morgan Stanley Private Bank Doesn't Import Holdings (edited)

  Closed Jeff79 207 views 5 comments 0 points Most recent by Coach Jon May 13Adding and Updating Accounts
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  Capital Gains, Losses and Tax Reporting

  Closed Mortimer Duke 63 views 2 comments 0 points Most recent by Mortimer Duke May 7Investments
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  Alight - Abbott Laboratories. - "Something went wrong" error (edited)

  Closed Nate Simons 451 views 21 comments 0 points Most recent by Coach Jon May 5Adding and Updating Accounts
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  Added purchases in investment account, but there are no holdings present (edited)

  Closed lynchbro 136 views 5 comments 0 points Most recent by Coach Natalie May 4Investments
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  Time Weighted Return + Cash Flow Transactions

  kgpreet 591 views 33 comments 1 point Most recent by Coach Jon May 1Report a Bug
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  SPLG holdings incorrectly labeled.

  Closed Karim Benbourenane 273 views 14 comments 0 points Most recent by Coach Natalie May 1Investments