Investments

Discussion List

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  Investments Balances: Highlight the account in the graph by hovering over the account in the legend

  Active John Dressel 1 view 1 comment 1 point Most recent by Coach Natalie June 2025Feature Requests
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  Coinbase Account Holdings Not Accurate

  Closed whyme 638 views 38 comments 4 points Most recent by Coach Natalie June 2025Adding and Updating Accounts
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  Ability to Add Employer Retirement Investment

  Closed BudgetYogi 16 views 1 comment 0 points Most recent by Coach Jon May 2025Adding and Updating Accounts
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  Investment Holdings is incorrect in the mobile application

  Closed System 33 views 5 comments 0 points Most recent by HMagh May 2025Investments
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  Stifel balance is incorrect (edited)

  Closed mdzenk 13 views 1 comment 0 points Most recent by Coach Natalie May 2025Adding and Updating Accounts
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  Stifel Incorrect Balance/Holdings Issue (edited)

  Closed fredct 106 views 12 comments 0 points Most recent by ACMinde May 2025Adding and Updating Accounts
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  Robinhood Performance not updating since March 7th 2024 (edited)

  Closed reddog1987 302 views 38 comments 1 point Most recent by Coach Natalie May 2025Adding and Updating Accounts
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  Add 'Cryptocurrency' as an Investment Account Type [edited] (1 Merged Vote)

  Active tapierce 43 views 2 comments 13 points Most recent by Mankow May 2025Feature Requests
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  Merged: Crypto Category for investment accounts [Edited]

  Closed Mankow 1 view 0 comments 1 point Most recent by Mankow May 2025Feature Requests
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  Robinhood managed IRA accounts supported?

  Closed fullmetalomelette 111 views 9 comments 0 points Most recent by fullmetalomelette May 2025Adding and Updating Accounts
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  Vanguard - what worked for me

  Closed Kalkrish 86 views 2 comments 1 point Most recent by KP_9 May 2025Adding and Updating Accounts
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  Why Are Account Roll-Up Totals Incorrect? (edited)

  Closed BobThings 110 views 5 comments 0 points Most recent by Coach Jon May 2025Investments
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  Thrift Savings Plan - Display Lifecycle and Individual Holdings in Investments Portfolio Tab

  Closed Hackstar18 116 views 5 comments 1 point Most recent by Coach Natalie April 2025Investments
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  Manual Investment Accounts aren't updating in Balances and Performance (since February 21)

  Closed mariafed 203 views 18 comments 0 points Most recent by Coach Jon April 2025Troubleshooting
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  Merged: Please add eQuipt

  Closed Chilly 1 view 0 comments 1 point Most recent by Chilly April 2025Managing Businesses
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  M1 Finance Not showing Money Market account when Syncing

  Closed gms 559 views 32 comments 1 point Most recent by Coach Jon April 2025Adding and Updating Accounts
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  Dashboard Holdings Card Does Not Show Holdings (edited)

  Closed Chagall 31 views 6 comments 0 points Most recent by Chagall April 2025Troubleshooting
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  HSA Bank Investment Account

  Closed HRick 69 views 1 comment 1 point Most recent by Coach Jon April 2025Adding and Updating Accounts
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  Getting "Invalid Symbol" for one or more Fidelity mutual funds

  Closed John Wells 42 views 2 comments 0 points Most recent by John Wells April 2025Investments
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  Fidelity's investing portfolio does not update total cost

  Closed dlezama 60 views 1 comment 0 points Most recent by SRC54 April 2025Investments
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  Tracking Manual Accounts and Investments

  Answered ✓ Closed Jamessmck 61 views 1 comment 0 points Most recent by Coach Kristina April 2025Investments
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  Vanguard connections resetting everyday

  Closed Elvin 495 views 9 comments 0 points Most recent by ssparrish April 2025Adding and Updating Accounts
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  SEI Client Connect - Incorrect Holdings, Balance, Market Value, and no Investment Transactions

  Closed davidcwalls 436 views 26 comments 0 points Most recent by Coach Natalie April 2025Adding and Updating Accounts
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  Adding a private placement stock

  Closed rbsimplifi 36 views 1 comment 0 points Most recent by SRC54 April 2025Investments
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  Can't find U.S. Bank investment account

  Closed bitluna 17 views 1 comment 0 points Most recent by Coach Jon April 2025Adding and Updating Accounts
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  Why has one Fidelity Investment got a Fidelity Icon But not the others?

  Closed SRC54 47 views 3 comments 0 points Most recent by SRC54 April 2025Investments
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  Could we add some more tickers, BTC-CND perhaps?

  Closed jmcdouall 11 views 3 comments 0 points Most recent by Coach Jon April 2025Investments
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  How to get BTC to track Bitcoin and not Grayscale Bitcoin Mini Trust ETF

  Closed revsue 45 views 2 comments 0 points Most recent by revsue March 2025Troubleshooting
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  Support for Old National Wealth Management Client Portal

  Active tagtyoureit 2 views 0 comments 1 point Most recent by tagtyoureit March 2025Report Missing Financial Institution or Biller
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  Ability to add notes to the Investments Balances graph (edited)

  Active Flopbot 12 views 1 comment 3 points Most recent by UrsulaA March 2025Feature Requests