Investments

Stifel balance is incorrect (edited)

Closed mdzenk 66 views 1 comment 0 points Most recent by Coach Natalie May 2025Adding and Updating Accounts

Stifel Incorrect Balance/Holdings Issue (edited)

Closed fredct 175 views 12 comments 0 points Most recent by ACMinde May 2025Adding and Updating Accounts

Robinhood Performance not updating since March 7th 2024 (edited)

Closed reddog1987 516 views 38 comments 1 point Most recent by Coach Natalie May 2025Adding and Updating Accounts

13

Add 'Cryptocurrency' as an Investment Account Type [edited] (1 Merged Vote)

Active tapierce 63 views 2 comments 13 points Most recent by Mankow May 2025Feature Requests

Merged: Crypto Category for investment accounts [Edited]

Closed Mankow 1 view 0 comments 1 point Most recent by Mankow May 2025Feature Requests

Robinhood managed IRA accounts supported?

Closed fullmetalomelette 199 views 9 comments 0 points Most recent by fullmetalomelette May 2025Adding and Updating Accounts

Vanguard - what worked for me

Closed Kalkrish 87 views 2 comments 1 point Most recent by KP_9 May 2025Adding and Updating Accounts

Why Are Account Roll-Up Totals Incorrect? (edited)

Closed BobThings 139 views 5 comments 0 points Most recent by Coach Jon May 2025Investments

Thrift Savings Plan - Display Lifecycle and Individual Holdings in Investments Portfolio Tab

Closed Hackstar18 118 views 5 comments 1 point Most recent by Coach Natalie April 2025Investments

Manual Investment Accounts aren't updating in Balances and Performance (since February 21)

Closed mariafed 277 views 18 comments 0 points Most recent by Coach Jon April 2025Troubleshooting

Merged: Please add eQuipt

Closed Chilly 1 view 0 comments 1 point Most recent by Chilly April 2025Managing Businesses

M1 Finance Not showing Money Market account when Syncing

Closed gms 667 views 32 comments 1 point Most recent by Coach Jon April 2025Adding and Updating Accounts

Dashboard Holdings Card Does Not Show Holdings (edited)

Closed Chagall 36 views 6 comments 0 points Most recent by Chagall April 2025Troubleshooting

HSA Bank Investment Account

Closed HRick 79 views 1 comment 1 point Most recent by Coach Jon April 2025Adding and Updating Accounts

Getting "Invalid Symbol" for one or more Fidelity mutual funds

Closed John Wells 66 views 2 comments 0 points Most recent by John Wells April 2025Investments

Fidelity's investing portfolio does not update total cost

Closed dlezama 96 views 1 comment 0 points Most recent by SRC54 April 2025Investments

Tracking Manual Accounts and Investments

Answered ✓ Closed Jamessmck 140 views 1 comment 0 points Most recent by Coach Kristina April 2025Investments

Vanguard connections resetting everyday

Closed Elvin 655 views 9 comments 0 points Most recent by ssparrish April 2025Adding and Updating Accounts

SEI Client Connect - Incorrect Holdings, Balance, Market Value, and no Investment Transactions

Closed davidcwalls 477 views 26 comments 0 points Most recent by Coach Natalie April 2025Adding and Updating Accounts

Adding a private placement stock

Closed rbsimplifi 37 views 1 comment 0 points Most recent by SRC54 April 2025Investments

Can't find U.S. Bank investment account

Closed bitluna 15 views 1 comment 0 points Most recent by Coach Jon April 2025Adding and Updating Accounts

Why has one Fidelity Investment got a Fidelity Icon But not the others?

Closed SRC54 62 views 3 comments 0 points Most recent by SRC54 April 2025Investments

Could we add some more tickers, BTC-CND perhaps?

Closed jmcdouall 11 views 3 comments 0 points Most recent by Coach Jon April 2025Investments

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

1

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

3

Ability to add notes to the Investments Balances graph (edited)

Active Flopbot 25 views 1 comment 3 points Most recent by UrsulaA March 2025Feature Requests

TD Canada Trust and missing RRSP and TFSA investment accounts

Closed oliverdavid 174 views 9 comments 0 points Most recent by oliverdavid March 2025Adding and Updating Accounts

What's the proper way to track changes in private stock value over time? (edited)

Answered ✓ Closed PaleBlueDot67 50 views 1 comment 0 points Most recent by Coach Jon March 2025Investments

Help with Valic/AIG/Corebridge

Closed N4KHQ 274 views 19 comments 0 points Most recent by Coach Natalie March 2025Adding and Updating Accounts

Investments

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