Investments

Discussion List

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  American Funds 401k missing Holdings (edited)

  Closed LyT 315 views 17 comments 0 points Most recent by Coach Natalie May 2024Investments
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  FDP-103 error connecting to Pershing LLC

  Closed johnl 47 views 1 comment 0 points Most recent by Coach Jon May 2024Adding and Updating Accounts
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  Missing Transaction from Fidelity 401k contributions.

  Closed Another Stephen 107 views 6 comments 0 points Most recent by Another Stephen May 2024Adding and Updating Accounts
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  Income blocked from reports

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

  Closed brian.marturana 121 views 0 comments 9 points Most recent by X. Tao May 2024Feature Requests
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  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
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  Merrill Edge Holdings Updating Incorrectly

  Closed RichTexas 52 views 1 comment 0 points Most recent by Coach Natalie May 2024Adding and Updating Accounts
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  Fidelity - Extra transactions; "Redemption From Core"

  Closed JTJG 1.5K views 34 comments 8 points Most recent by Coach Kristina April 2024Adding and Updating Accounts
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  T Rowe Price - Difference in values between Dashboard and Investment detail

  Closed lwyman 91 views 5 comments 0 points Most recent by Coach Jon April 2024Investments
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  No balances, holdings, or transactions downloading for Thrivent Financial accounts (edited)

  Closed gskluzacek 89 views 4 comments 0 points Most recent by Coach Jon April 2024Adding and Updating Accounts
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  Add support for tracking crypto cold wallet addresses

  Active asjss1186 183 views 7 comments 9 points Most recent by kmr1 April 2024Feature Requests
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  Several accounts do not seem to respond to the refresh button

  Closed Neubadger 176 views 9 comments 0 points Most recent by Coach Jon April 2024Adding and Updating Accounts
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  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
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  How can I manually track investments over time?

  Closed tonymfernandez 97 views 3 comments 0 points Most recent by Coach Jon April 2024Managing Your Transactions
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  Edward Jones will not connect! FDP-106 Error

  Closed Clark 204 views 16 comments 0 points Most recent by Coach Natalie April 2024Adding and Updating Accounts
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  Add sparklines for accounts and investment holdings

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

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

  Closed LBC82 325 views 1 comment 1 point Most recent by Coach Natalie April 2024Adding and Updating Accounts
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  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
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  Cannot Connect To TradePMR FDP-103 error (edited)

  Closed woodswayne 42 views 3 comments 0 points Most recent by Coach Jon March 2024Adding and Updating Accounts
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  Manual Investment Account isn't updating in Balances, Performance, or Net Worth Report (edited)

  Closed Steve574 285 views 6 comments 1 point Most recent by Coach Natalie March 2024Report a Bug
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  Balance Issues with Stifel Wealth Tracker (edited)

  Closed JG888 506 views 23 comments 0 points Most recent by Coach Natalie March 2024Feedback
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  Merged: Can't sync Shareworks Solium account (Morgan Stanley)

  votr 1 view 0 comments 1 point Started by votr March 2024 Report Missing Financial Institution
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  Investment balances should be consistent across the app

  Active sprugman 115 views 4 comments 6 points Most recent by tbo45 March 2024Feature Requests
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  Dashboard and Investments

  Answered ✓ Closed tbo45 99 views 2 comments 0 points Most recent by Coach Jon March 2024Investments
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  Bug - Mobile app updates to investments

  Closed botjnilt 31 views 2 comments 0 points Most recent by botjnilt March 2024Report a Bug
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  Savings goal won’t let me contribute to IRA?

  Answered ✓ Closed ethanwalker98 42 views 1 comment 0 points Most recent by Flopbot March 2024Using Savings Goals