Investments

Discussion List

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  Investment down 500% over 60 days?

  Closed Bella Li 11 views 2 comments 0 points Most recent by Coach Natalie June 2025Troubleshooting
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  "Investments" section in the mobile app is showing incorrect balances

  Closed krishnak 163 views 12 comments 0 points Most recent by krishnak June 2025Troubleshooting
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  Add a Report for Capital Gains (edited)

  Active Jim M. 2 views 0 comments 1 point Most recent by Jim M. June 2025Feature Requests
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  Investments Balances: Highlight the account in the graph by hovering over the account in the legend

  Active John Dressel 2 views 1 comment 1 point Most recent by Coach Natalie June 2025Feature Requests
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  Coinbase Account Holdings Not Accurate

  Closed whyme 652 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 11 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 31 views 5 comments 0 points Most recent by HMagh May 2025Investments
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  Stifel balance is incorrect (edited)

  Closed mdzenk 11 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 101 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 327 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 41 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 81 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 114 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 111 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 202 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 552 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 34 views 6 comments 0 points Most recent by Chagall April 2025Troubleshooting
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  HSA Bank Investment Account

  Closed HRick 63 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 63 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 504 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 434 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 31 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 11 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 44 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