Investments

Discussion List

• 
  Investment Holdings is incorrect in the mobile application

  Closed System 35 views 5 comments 0 points Most recent by HMagh May 21Investments
• 
  Stifel balance is incorrect (edited)

  Closed mdzenk 15 views 1 comment 0 points Most recent by Coach Natalie May 20Adding and Updating Accounts
• 
  Stifel Incorrect Balance/Holdings Issue (edited)

  Closed fredct 99 views 12 comments 0 points Most recent by ACMinde May 20Adding and Updating Accounts
• 
  Robinhood Performance not updating since March 7th 2024 (edited)

  Closed reddog1987 279 views 38 comments 1 point Most recent by Coach Natalie May 19Adding and Updating Accounts
• 
  13

  Up Down
  Add 'Cryptocurrency' as an Investment Account Type [edited] (1 Merged Vote)

  Active tapierce 45 views 2 comments 13 points Most recent by Mankow May 18Feature Requests
• 
  Merged: Crypto Category for investment accounts [Edited]

  Closed Mankow 1 view 0 comments 1 point Started by Mankow May 18 Feature Requests
• 
  Robinhood managed IRA accounts supported?

  Closed fullmetalomelette 93 views 9 comments 0 points Most recent by fullmetalomelette May 15Adding and Updating Accounts
• 
  Vanguard - what worked for me

  Closed Kalkrish 85 views 2 comments 1 point Most recent by KP_9 May 9Adding and Updating Accounts
• 
  Why Are Account Roll-Up Totals Incorrect? (edited)

  Closed BobThings 63 views 5 comments 0 points Most recent by Coach Jon May 9Investments
• 
  Thrift Savings Plan - Display Lifecycle and Individual Holdings in Investments Portfolio Tab

  Closed Hackstar18 112 views 5 comments 1 point Most recent by Coach Natalie April 28Investments
• 
  Manual Investment Accounts aren't updating in Balances and Performance (since February 21)

  Closed mariafed 91 views 18 comments 0 points Most recent by Coach Jon April 25Troubleshooting
• 
  Merged: Please add eQuipt

  Closed Chilly 1 view 0 comments 1 point Started by Chilly April 23 Business Accounts
• 
  M1 Finance Not showing Money Market account when Syncing

  Closed gms 544 views 32 comments 1 point Most recent by Coach Jon April 21Adding and Updating Accounts
• 
  Dashboard Holdings Card Does Not Show Holdings (edited)

  Closed Chagall 38 views 6 comments 0 points Most recent by Chagall April 19Troubleshooting
• 
  HSA Bank Investment Account

  Closed HRick 44 views 1 comment 1 point Most recent by Coach Jon April 18Adding and Updating Accounts
• 
  Getting "Invalid Symbol" for one or more Fidelity mutual funds

  Closed John Wells 33 views 2 comments 0 points Most recent by John Wells April 18Investments
• 
  Fidelity's investing portfolio does not update total cost

  Closed dlezama 39 views 1 comment 0 points Most recent by SRC54 April 16Investments
• 
  Tracking Manual Accounts and Investments

  Answered ✓ Closed Jamessmck 29 views 1 comment 0 points Most recent by Coach Kristina April 12Investments
• 
  Vanguard connections resetting everyday

  Closed Elvin 436 views 9 comments 0 points Most recent by ssparrish April 11Adding and Updating Accounts
• 
  SEI Client Connect - Incorrect Holdings, Balance, Market Value, and no Investment Transactions

  Closed davidcwalls 216 views 26 comments 0 points Most recent by Coach Natalie April 8Adding and Updating Accounts
• 
  Adding a private placement stock

  Closed rbsimplifi 18 views 1 comment 0 points Most recent by SRC54 April 6Investments
• 
  Can't find U.S. Bank investment account

  Closed bitluna 12 views 1 comment 0 points Most recent by Coach Jon April 3Adding and Updating Accounts
• 
  Why has one Fidelity Investment got a Fidelity Icon But not the others?

  Closed SRC54 22 views 3 comments 0 points Most recent by SRC54 April 2Investments
• 
  Could we add some more tickers, BTC-CND perhaps?

  Closed jmcdouall 16 views 3 comments 0 points Most recent by Coach Jon April 2Investments
• 
  How to get BTC to track Bitcoin and not Grayscale Bitcoin Mini Trust ETF

  Closed revsue 24 views 2 comments 0 points Most recent by revsue March 30Troubleshooting
• 
  1

  Up
  Support for Old National Wealth Management Client Portal

  Active tagtyoureit 2 views 0 comments 1 point Started by tagtyoureit March 23 Report Missing Financial Institution
• 
  3

  Up Down
  Ability to add notes to the Investments Balances graph (edited)

  Active Flopbot 11 views 1 comment 3 points Most recent by UrsulaA March 17Feature Requests
• 
  TD Canada Trust and missing RRSP and TFSA investment accounts

  Closed oliverdavid 89 views 9 comments 0 points Most recent by oliverdavid March 14Adding and Updating Accounts
• 
  What's the proper way to track changes in private stock value over time? (edited)

  Answered ✓ Closed PaleBlueDot67 18 views 1 comment 0 points Most recent by Coach Jon March 4Investments