Discussion List

• 
  Morgan Stanley Stock Connect- FDP-103

  Closed Luvy Arora 94 views 1 comment 0 points Most recent by Coach Kristina June 2024Adding and Updating Accounts
• 
  7

  Up Down
  Memorize Investment Transactions/Transaction Rules for Investment Transactions (edited)

  Active DannyB 91 views 2 comments 7 points Most recent by DannyB May 2024Feature Requests
• 
  Balance Issues with Stifel Wealth Tracker

  Closed jtribble 81 views 9 comments 0 points Most recent by Rosc May 2024Adding and Updating Accounts
• 
  Investment Performance - how is it calculated

  Answered ✓ Closed simpli_struggle 31 views 1 comment 0 points Most recent by DannyB May 2024Investments
• 
  American Funds 401k missing Holdings (edited)

  Closed LyT 312 views 17 comments 0 points Most recent by Coach Natalie May 2024Investments
• 
  FDP-103 error connecting to Pershing LLC

  Closed johnl 44 views 1 comment 0 points Most recent by Coach Jon May 2024Adding and Updating Accounts
• 
  Missing Transaction from Fidelity 401k contributions.

  Closed Another Stephen 102 views 6 comments 0 points Most recent by Another Stephen May 2024Adding and Updating Accounts
• 
  Income blocked from reports

  Closed JXXS 51 views 4 comments 0 points Most recent by JXXS May 2024Investments
• 
  Merged: Option to add ticker symbols manually

  Closed brian.marturana 121 views 0 comments 9 points Most recent by X. Tao May 2024Feature Requests
• 
  Merged: Ability to edit the symbols for holdings on connected accounts [Edited]

  X. Tao 11 views 0 comments 1 point Started by X. Tao May 2024 Feature Requests
• 
  Merrill Edge Holdings Updating Incorrectly

  Closed RichTexas 51 views 1 comment 0 points Most recent by Coach Natalie May 2024Adding and Updating Accounts
• 
  Fidelity - Extra transactions; "Redemption From Core"

  Closed JTJG 1.4K views 34 comments 8 points Most recent by Coach Kristina April 2024Adding and Updating Accounts
• 
  T Rowe Price - Difference in values between Dashboard and Investment detail

  Closed lwyman 82 views 5 comments 0 points Most recent by Coach Jon April 2024Investments
• 
  No balances, holdings, or transactions downloading for Thrivent Financial accounts (edited)

  Closed gskluzacek 85 views 4 comments 0 points Most recent by Coach Jon April 2024Adding and Updating Accounts
• 
  9

  Up Down
  Add support for tracking crypto cold wallet addresses

  Active asjss1186 181 views 7 comments 9 points Most recent by kmr1 April 2024Feature Requests
• 
  Several accounts do not seem to respond to the refresh button

  Closed Neubadger 164 views 9 comments 0 points Most recent by Coach Jon April 2024Adding and Updating Accounts
• 
  2

  Up Down
  Add an "Account" column/view to the Investments Portfolio page (edited)

  Active Gerry C 21 views 1 comment 2 points Most recent by rickj April 2024Feature Requests
• 
  How can I manually track investments over time?

  Closed tonymfernandez 93 views 3 comments 0 points Most recent by Coach Jon April 2024Managing Your Transactions
• 
  Edward Jones will not connect! FDP-106 Error

  Closed Clark 201 views 16 comments 0 points Most recent by Coach Natalie April 2024Adding and Updating Accounts
• 
  1

  Up Down
  Add sparklines for accounts and investment holdings

  Active jsy42 21 views 4 comments 1 point Most recent by jsy42 April 2024Feature Requests
• 
  Human Interest shares are zero

  Closed pph 21 views 3 comments 0 points Most recent by Coach Jon April 2024Investments
• 
  Manually Update Investment Account Balances

  Closed LBC82 282 views 1 comment 1 point Most recent by Coach Natalie April 2024Adding and Updating Accounts
• 
  Feature request: allow non-bank accounts to be used for Goals

  Closed Karim Benbourenane 31 views 2 comments 0 points Most recent by Karim Benbourenane March 2024Using Savings Goals
• 
  Merged: Allow stocks/RSUs sold to be counted as income

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

  Closed woodswayne 41 views 3 comments 0 points Most recent by Coach Jon March 2024Adding and Updating Accounts
• 
  Manual Investment Account isn't updating in Balances, Performance, or Net Worth Report (edited)

  Closed Steve574 282 views 6 comments 1 point Most recent by Coach Natalie March 2024Report a Bug
• 
  Balance Issues with Stifel Wealth Tracker (edited)

  Closed JG888 494 views 23 comments 0 points Most recent by Coach Natalie March 2024Feedback