Investments

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

Closed davidcwalls 503 views 26 comments 0 points Most recent by Coach Natalie April 2025Adding and Updating Accounts

Adding a private placement stock

Closed rbsimplifi 31 views 1 comment 0 points Most recent by SRC54 April 2025Investments

Can't find U.S. Bank investment account

Closed bitluna 12 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 67 views 3 comments 0 points Most recent by SRC54 April 2025Investments

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

Closed jmcdouall 12 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 43 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 23 views 1 comment 3 points Most recent by UrsulaA March 2025Feature Requests

TD Canada Trust and missing RRSP and TFSA investment accounts

Closed oliverdavid 191 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 45 views 1 comment 0 points Most recent by Coach Jon March 2025Investments

Help with Valic/AIG/Corebridge

Closed N4KHQ 300 views 19 comments 0 points Most recent by Coach Natalie March 2025Adding and Updating Accounts

What to do with Investment Holding that I don't know the Total Cost Basis?

Closed trd716 95 views 5 comments 0 points Most recent by Coach Jon February 2025Investments

Why are EXCLUSIONS the DEFAULT option???

Closed nogorman 11 views 1 comment 1 point Most recent by Coach Jon February 2025Feedback

Vanguard Brokerage Balances Untimely and Don't Match Between Screens

Closed TomAter 676 views 6 comments 1 point Most recent by TomAter February 2025Adding and Updating Accounts

Cost Basis from Fidelity, Automatically Populate

Closed TiggerTrainer 146 views 6 comments 0 points Most recent by TiggerTrainer February 2025Investments

ONGOING 2/12/25: TreasuryDirect - $0 Balance when Adding Investment Account

Coach Natalie 82 views 1 comment 0 points Most recent by Coach Natalie February 2025Current Online Banking Issues

Investment Balances in Dashboard are different from Balances in “Insights-Investments”

Closed Jlexky 12 views 2 comments 0 points Most recent by Jlexky February 2025Troubleshooting

Real Time vs Delayed Quotes

Closed SFGlen 34 views 2 comments 0 points Most recent by Coach Kristina January 2025Feedback

Why have outdated valuations on account summary page for investments

Answered ✓ Closed lwyman 31 views 3 comments 0 points Most recent by Coach Jon January 2025Investments

Investments section is still pulling the wrong stock data from Fidelity

Closed RedOctober 15 views 1 comment 0 points Most recent by Coach Kristina January 2025Report a Bug

1

Calculate Gain % per Holding on Investments Page

Active suzanne_alderman 13 views 0 comments 1 point Most recent by suzanne_alderman January 2025Feature Requests

Shares currency bug

Closed mbrodin 11 views 1 comment 0 points Most recent by Coach Kristina January 2025Report a Bug

Investment Transactions not reflected in Balances or Performance

Closed System 191 views 14 comments 0 points Most recent by Max1223 January 2025Report a Bug

Getting Error when trying to access Holdings and Other Spending (edited)

Closed MishaM 244 views 27 comments 0 points Most recent by Coach Jon January 2025Troubleshooting

Investments

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