Investments

Investment Cost Basis Field Locked & Manual Edits Reverted to Broker Data (edited)

Closed rosachin21k 71 views 3 comments 0 points Most recent by Coach Kristina June 20Troubleshooting

Quicken Simplifi not importing investment data from Fidelity and Schwab (edited)

Closed Mely75 91 views 3 comments 0 points Most recent by SRC54 June 15Adding and Updating Accounts

1

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

13

Cetera and AdviceWorks

Active bwinchester 926 views 23 comments 13 points Most recent by Shorjeff June 10Report Missing Financial Institution or Biller

NetX Investor connects but doesn't download holdings or transactions

Closed phlsphr 95 views 4 comments 0 points Most recent by phlsphr June 8Adding and Updating Accounts

117

Add an HSA Investment account type (edited)

In Review MDG39518 1.3K views 23 comments 117 points Most recent by FutureEye June 4Feature Requests

Toronto Stock Exchange Symbols Not Working

donnajean 240 views 16 comments 0 points Most recent by Coach Jon June 1Investments

Merged: Save Filtering Selections in Investments

Closed swterry91 1 view 0 comments 1 point Started by swterry91 May 30 Feature Requests

14

Add 457b Retirement Account Type (edited)

Active Domino82 166 views 10 comments 14 points Most recent by TiggerTrainer May 29Feature Requests

Investments Dashboard Total Incorrect (edited)

Closed MoMoney99 143 views 8 comments 0 points Most recent by MoMoney99 May 29Troubleshooting

Investment dashboard card is not retaining the custom date range set within investment balances

Closed Manny512 25 views 1 comment 0 points Most recent by Coach Jon May 20Troubleshooting

Feedback on Dashboard > Investments plus differences between web and app version

Closed kdwilson 27 views 1 comment 0 points Most recent by Coach Jon May 14Feedback

Morgan Stanley Private Bank Doesn't Import Holdings (edited)

Closed Jeff79 135 views 5 comments 0 points Most recent by Coach Jon May 13Adding and Updating Accounts

Capital Gains, Losses and Tax Reporting

Closed Mortimer Duke 58 views 2 comments 0 points Most recent by Mortimer Duke May 7Investments

Alight - Abbott Laboratories. - "Something went wrong" error (edited)

Closed Nate Simons 369 views 21 comments 0 points Most recent by Coach Jon May 5Adding and Updating Accounts

Added purchases in investment account, but there are no holdings present (edited)

Closed lynchbro 84 views 5 comments 0 points Most recent by Coach Natalie May 4Investments

Time Weighted Return + Cash Flow Transactions

kgpreet 453 views 33 comments 1 point Most recent by Coach Jon May 1Report a Bug

SPLG holdings incorrectly labeled.

Closed Karim Benbourenane 218 views 14 comments 0 points Most recent by Coach Natalie May 1Investments

Fidelity NetBenefits Mutual Fund Names

Closed ricklamb0810 512 views 23 comments 0 points Most recent by Coach Natalie May 1Adding and Updating Accounts

19

Edit ticker symbol and holdings

Planned bobluck 371 views 13 comments 19 points Most recent by hangingchad April 26Feature Requests

Unable to find WBREOX in the holdings list (edited)

Closed jmqn7 69 views 3 comments 0 points Most recent by Coach Jon April 17Investments

24

Ability to remove 'Related News' from Investments Portfolio

Completed Closed mcnbmcnb 337 views 16 comments 24 points Most recent by Coach Natalie April 16Feature Requests

25

Investment performance comparisons (1 Merged Vote)

Active willya 239 views 13 comments 25 points Most recent by gerard143 April 12Feature Requests

Improve the look of the lines on the investment performance chart and include S&P 500 comparison

Closed gerard143 12 views 1 comment 0 points Most recent by Coach Natalie April 8Feedback

Stocks from my E*TRADE account don't show up as investments in Simplifi / FDP-141 (edited)

Closed vladinator 259 views 14 comments 0 points Most recent by Coach Jon April 2Adding and Updating Accounts

4

Schwab Retirement Technologies

Active chrisnre 296 views 7 comments 4 points Most recent by SimplifyQuestions March 22Report Missing Financial Institution or Biller

Financial News panel on Investments page (edited)

Closed Elroyo 37 views 2 comments 0 points Most recent by Coach Natalie March 12Feedback

How to manage unvested RSUs in Schwab

Answered ✓ Closed MarineMan72 47 views 1 comment 0 points Most recent by Coach Jon March 11Adding and Updating Accounts

1

Add security symbol CDAY to holdings database (edited)

Active grant.souter 5 views 0 comments 1 point Most recent by grant.souter March 9Feature Requests

Investments

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