Investments

Discussion List

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  Edward Jones will not connect! FDP-106 Error

  Closed Clark 199 views 16 comments 0 points Most recent by Coach Natalie April 2024Adding and Updating Accounts
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  Add sparklines for accounts and investment holdings

  Active jsy42 22 views 4 comments 1 point Most recent by jsy42 April 2024Feature Requests
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  Human Interest shares are zero

  Closed pph 27 views 3 comments 0 points Most recent by Coach Jon April 2024Investments
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  Manually Update Investment Account Balances

  Closed LBC82 222 views 1 comment 1 point Most recent by Coach Natalie April 2024Adding and Updating Accounts
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  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 2024Using Savings Goals
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  Merged: Allow stocks/RSUs sold to be counted as income

  jiehan 11 views 0 comments 1 point Started by jiehan March 2024 Feature Requests
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  Cannot Connect To TradePMR FDP-103 error (edited)

  Closed woodswayne 42 views 3 comments 0 points Most recent by Coach Jon March 2024Adding and Updating Accounts
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  Manual Investment Account isn't updating in Balances, Performance, or Net Worth Report (edited)

  Closed Steve574 283 views 6 comments 1 point Most recent by Coach Natalie March 2024Report a Bug
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  Balance Issues with Stifel Wealth Tracker (edited)

  Closed JG888 474 views 23 comments 0 points Most recent by Coach Natalie March 2024Feedback
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  Merged: Can't sync Shareworks Solium account (Morgan Stanley)

  votr 1 view 0 comments 1 point Started by votr March 2024 Report Missing Financial Institution
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  Investment balances should be consistent across the app

  Active sprugman 102 views 4 comments 6 points Most recent by tbo45 March 2024Feature Requests
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  Dashboard and Investments

  Answered ✓ Closed tbo45 89 views 2 comments 0 points Most recent by Coach Jon March 2024Investments
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  Bug - Mobile app updates to investments

  Closed botjnilt 32 views 2 comments 0 points Most recent by botjnilt March 2024Report a Bug
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  Savings goal won’t let me contribute to IRA?

  Answered ✓ Closed ethanwalker98 45 views 1 comment 0 points Most recent by Flopbot March 2024Using Savings Goals
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  Investment Report

  Closed DOhalloran 41 views 1 comment 1 point Most recent by Coach Natalie March 2024Feedback
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  Please add Thrivent Mutual Funds (edited)

  Active JerTech 87 views 6 comments 1 point Most recent by JerTech March 2024Report Missing Financial Institution
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  Investment asset allocation

  Closed michaelhubbard 48 views 1 comment 0 points Most recent by Coach Jon March 2024Investments
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  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 2024Investments
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  Ability to track short positions in the Investments Portfolio

  Active System 79 views 7 comments 2 points Most recent by SimpliJSHL March 2024Feature Requests
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  Are there plans to allow tracking of investment accounts towards savings goals?

  Answered ✓ Closed netty125 58 views 3 comments 0 points Most recent by netty125 March 2024Feedback
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  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 2024Investments
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  Manual Investment Historical Cost Basis Suggestion

  Closed Makingspace 29 views 1 comment 0 points Most recent by UrsulaA February 2024Investments
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  how to create custom goals with account different than savings

  Answered ✓ Closed oscarh 25 views 1 comment 0 points Most recent by UrsulaA February 2024Using Savings Goals
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  Total Gain/Loss?

  Closed JACK-UK 38 views 3 comments 0 points Most recent by JACK-UK February 2024Investments
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  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 2024Feature Requests
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  Merged: Separate out more Investment Account Types from Other subtotals

  alkaboy 1 view 0 comments 1 point Started by alkaboy February 2024 Feature Requests
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  Can you manually adjust investment performance

  Answered ✓ Closed Wedo778 85 views 3 comments 0 points Most recent by Wedo778 February 2024Investments
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  Default 'closed' investment accounts as unselected in the Investment pages (edited)

  Active Wedo778 32 views 0 comments 4 points Started by Wedo778 February 2024 Feature Requests