Investments

Discussion List

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  Investment balance always shows yesterday's balance in the Accounts List (edited)

  Closed hj2438 86 views 5 comments 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts
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  When entering bond cost, incorrect total value is calculated

  Closed Arthur Godfrey 48 views 1 comment 0 points Most recent by Coach Jon July 2025Troubleshooting
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  After my last update, my Porfolio was no longer available (edited)

  Closed Mbb#3992122 8 views 1 comment 0 points Most recent by Coach Natalie July 2025Troubleshooting
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  Add support for the CBOE Canada (NEO) Exchange (edited)

  Active akogan 59 views 2 comments 2 points Most recent by GGP_YOW July 2025Feature Requests
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  Checking Account at Fidelity Brokerage is forced to be Investment Account

  Closed JAXmultiplat 31 views 1 comment 2 points Most recent by SRC54 July 2025Adding and Updating Accounts
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  Corebridge Financial not pulling holdings info

  Closed Mankow 544 views 44 comments 0 points Most recent by Coach Jon June 2025Adding and Updating Accounts
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  FDP-106: ComputerShare

  Closed nmnmnmnmn 69 views 5 comments 0 points Most recent by Coach Natalie June 2025Adding and Updating Accounts
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  Manually updating investments while team resolves issues

  Answered ✓ Closed davidcwalls 53 views 2 comments 0 points Most recent by SRC54 June 2025Investments
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  Schwab "check numbers" not in the Quicken "check number" field

  Closed KrensSmith 33 views 3 comments 0 points Most recent by Coach Kristina June 2025Adding and Updating Accounts
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  Robinhood Cash separate from stock / Duplication

  Closed rmquick25 286 views 8 comments 0 points Most recent by rmquick25 June 2025Investments
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  Merged: Closable "Related News"

  Closed 20THOR18 11 views 0 comments 2 points Most recent by DryHeat June 2025Feature Requests
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  Investment down 500% over 60 days?

  Closed Bella Li 48 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 633 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. 13 views 0 comments 2 points 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 38 views 1 comment 2 points Most recent by Coach Natalie June 2025Feature Requests
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  Coinbase Account Holdings Not Accurate

  Closed whyme 1.2K 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 45 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 117 views 5 comments 0 points Most recent by HMagh May 2025Investments
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  Stifel balance is incorrect (edited)

  Closed mdzenk 78 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 244 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 645 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 88 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 250 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 87 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 182 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 134 views 5 comments 1 point Most recent by Coach Natalie April 2025Investments