Investments

Discussion List

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  Merged: Please add eQuipt

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

  Closed gms 554 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 57 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 33 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 55 views 1 comment 0 points Most recent by SRC54 April 2025Investments
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  Tracking Manual Accounts and Investments

  Answered ✓ Closed Jamessmck 46 views 1 comment 0 points Most recent by Coach Kristina April 2025Investments
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  Vanguard connections resetting everyday

  Closed Elvin 477 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 321 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 34 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 12 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 35 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 36 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 1 view 0 comments 1 point Started by tagtyoureit March 2025 Report Missing Financial Institution
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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
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  TD Canada Trust and missing RRSP and TFSA investment accounts

  Closed oliverdavid 113 views 9 comments 0 points Most recent by oliverdavid March 2025Adding and Updating Accounts
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  What's the proper way to track changes in private stock value over time? (edited)

  Answered ✓ Closed PaleBlueDot67 24 views 1 comment 0 points Most recent by Coach Jon March 2025Investments
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  Help with Valic/AIG/Corebridge

  Closed N4KHQ 148 views 19 comments 0 points Most recent by Coach Natalie March 2025Adding and Updating Accounts
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  What to do with Investment Holding that I don't know the Total Cost Basis?

  Closed trd716 43 views 5 comments 0 points Most recent by Coach Jon February 2025Investments
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  Why are EXCLUSIONS the DEFAULT option???

  Closed nogorman 12 views 1 comment 1 point Most recent by Coach Jon February 2025Feedback
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  19
  Edit ticker symbol and holdings

  Planned bobluck 233 views 12 comments 19 points Most recent by Harley February 2025Feature Requests
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  Vanguard Brokerage Balances Untimely and Don't Match Between Screens

  Closed TomAter 378 views 6 comments 1 point Most recent by TomAter February 2025Adding and Updating Accounts
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  Cost Basis from Fidelity, Automatically Populate

  Closed TiggerTrainer 95 views 6 comments 0 points Most recent by TiggerTrainer February 2025Investments
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  [ONGOING] 1/29/25: TreasuryDirect - $0 Balance when Adding Investment Account

  Coach Natalie 52 views 1 comment 0 points Most recent by Coach Natalie February 2025Current Online Banking Issues
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  Investment Balances in Dashboard are different from Balances in “Insights-Investments”

  Closed Jlexky 11 views 2 comments 0 points Most recent by Jlexky February 2025Troubleshooting