Investments

Edward Jones will not connect! FDP-106 Error

Closed Clark 197 views 16 comments 0 points Most recent by Coach Natalie April 8Adding and Updating Accounts

1

Add sparklines for accounts and investment holdings

Active jsy42 22 views 4 comments 1 point Most recent by jsy42 April 6Feature Requests

Human Interest shares are zero

Closed pph 24 views 3 comments 0 points Most recent by Coach Jon April 2Investments

Manually Update Investment Account Balances

Closed LBC82 129 views 1 comment 1 point Most recent by Coach Natalie April 1Adding and Updating Accounts

Feature request: allow non-bank accounts to be used for Goals

Closed Karim Benbourenane 39 views 2 comments 0 points Most recent by Karim Benbourenane March 30Using Savings Goals

Merged: Allow stocks/RSUs sold to be counted as income

jiehan 11 views 0 comments 1 point Started by jiehan March 27 Feature Requests

Cannot Connect To TradePMR FDP-103 error (edited)

Closed woodswayne 41 views 3 comments 0 points Most recent by Coach Jon March 27Adding and Updating Accounts

Manual Investment Account isn't updating in Balances, Performance, or Net Worth Report (edited)

Closed Steve574 266 views 6 comments 1 point Most recent by Coach Natalie March 26Report a Bug

Balance Issues with Stifel Wealth Tracker (edited)

Closed JG888 451 views 23 comments 0 points Most recent by Coach Natalie March 22Feedback

Merged: Can't sync Shareworks Solium account (Morgan Stanley)

votr 1 view 0 comments 1 point Started by votr March 22 Report Missing Financial Institution

5

Investment balances should be consistent across the app

Active sprugman 94 views 4 comments 5 points Most recent by tbo45 March 21Feature Requests

Dashboard and Investments

Answered ✓ Closed tbo45 77 views 2 comments 0 points Most recent by Coach Jon March 20Investments

Bug - Mobile app updates to investments

Closed botjnilt 32 views 2 comments 0 points Most recent by botjnilt March 17Report a Bug

Savings goal won’t let me contribute to IRA?

Answered ✓ Closed ethanwalker98 40 views 1 comment 0 points Most recent by Flopbot March 16Using Savings Goals

Investment Report

Closed DOhalloran 36 views 1 comment 1 point Most recent by Coach Natalie March 13Feedback

1

Please add Thrivent Mutual Funds (edited)

Active JerTech 78 views 6 comments 1 point Most recent by JerTech March 12Report Missing Financial Institution

Investment asset allocation

Closed michaelhubbard 38 views 1 comment 0 points Most recent by Coach Jon March 11Investments

Investment - Balances - Default duration shown for 30 days. Can that be updated

Closed RajOnTrack 14 views 1 comment 0 points Most recent by UrsulaA March 7Investments

2

Ability to track short positions in the Investments Portfolio

Active System 78 views 7 comments 2 points Most recent by SimpliJSHL March 7Feature Requests

Are there plans to allow tracking of investment accounts towards savings goals?

Answered ✓ Closed netty125 56 views 3 comments 0 points Most recent by netty125 March 5Feedback

Entering fund reinvestments with the correct price at time of transaction

Answered ✓ Closed Phil61 34 views 1 comment 0 points Most recent by Bgz March 2Investments

Manual Investment Historical Cost Basis Suggestion

Closed Makingspace 27 views 1 comment 0 points Most recent by UrsulaA February 28Investments

how to create custom goals with account different than savings

Answered ✓ Closed oscarh 25 views 1 comment 0 points Most recent by UrsulaA February 27Using Savings Goals

Total Gain/Loss?

Closed JACK-UK 38 views 3 comments 0 points Most recent by JACK-UK February 27Investments

3

Ability to Subtotal by Account Type in the Investments Tab (edited)

Active alkaboy 26 views 1 comment 3 points Most recent by Kim E February 27Feature Requests

Merged: Separate out more Investment Account Types from Other subtotals

alkaboy 1 view 0 comments 1 point Started by alkaboy February 27 Feature Requests

Can you manually adjust investment performance

Answered ✓ Closed Wedo778 80 views 3 comments 0 points Most recent by Wedo778 February 23Investments

4

Default 'closed' investment accounts as unselected in the Investment pages (edited)

Active Wedo778 32 views 0 comments 4 points Started by Wedo778 February 23 Feature Requests

Investments

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