Investments

Balance Issues with Stifel Wealth Tracker

Closed jtribble 85 views 9 comments 0 points Most recent by Rosc May 2024Adding and Updating Accounts

Investment Performance - how is it calculated

Answered ✓ Closed simpli_struggle 34 views 1 comment 0 points Most recent by DannyB May 2024Investments

American Funds 401k missing Holdings (edited)

Closed LyT 327 views 17 comments 0 points Most recent by Coach Natalie May 2024Investments

FDP-103 error connecting to Pershing LLC

Closed johnl 50 views 1 comment 0 points Most recent by Coach Jon May 2024Adding and Updating Accounts

Missing Transaction from Fidelity 401k contributions.

Closed Another Stephen 133 views 6 comments 0 points Most recent by Another Stephen May 2024Adding and Updating Accounts

Income blocked from reports

Closed JXXS 53 views 4 comments 0 points Most recent by JXXS May 2024Investments

Merged: Option to add ticker symbols manually

Closed brian.marturana 121 views 0 comments 9 points Most recent by X. Tao May 2024Feature Requests

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

Merrill Edge Holdings Updating Incorrectly

Closed RichTexas 51 views 1 comment 0 points Most recent by Coach Natalie May 2024Adding and Updating Accounts

Fidelity - Extra transactions; "Redemption From Core"

Closed JTJG 1.5K views 34 comments 9 points Most recent by Coach Kristina April 2024Adding and Updating Accounts

T Rowe Price - Difference in values between Dashboard and Investment detail

Closed lwyman 100 views 5 comments 0 points Most recent by Coach Jon April 2024Investments

No balances, holdings, or transactions downloading for Thrivent Financial accounts (edited)

Closed gskluzacek 113 views 4 comments 0 points Most recent by Coach Jon April 2024Adding and Updating Accounts

9

Add support for tracking crypto cold wallet addresses

Active asjss1186 184 views 7 comments 9 points Most recent by kmr1 April 2024Feature Requests

Several accounts do not seem to respond to the refresh button

Closed Neubadger 204 views 9 comments 0 points Most recent by Coach Jon April 2024Adding and Updating Accounts

How can I manually track investments over time?

Closed tonymfernandez 125 views 3 comments 0 points Most recent by Coach Jon April 2024Managing Your Transactions

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

1

Add sparklines for accounts and investment holdings

Active jsy42 22 views 4 comments 1 point Most recent by jsy42 April 2024Feature Requests

Human Interest shares are zero

Closed pph 25 views 3 comments 0 points Most recent by Coach Jon April 2024Investments

Manually Update Investment Account Balances

Closed LBC82 442 views 1 comment 1 point Most recent by Coach Natalie April 2024Adding and Updating Accounts

Feature request: allow non-bank accounts to be used for Goals

Closed Karim Benbourenane 35 views 2 comments 0 points Most recent by Karim Benbourenane March 2024Using Savings Goals

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

Manual Investment Account isn't updating in Balances, Performance, or Net Worth Report (edited)

Closed Steve574 287 views 6 comments 1 point Most recent by Coach Natalie March 2024Report a Bug

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

Dashboard and Investments

Answered ✓ Closed tbo45 112 views 2 comments 0 points Most recent by Coach Jon March 2024Investments

Bug - Mobile app updates to investments

Closed botjnilt 32 views 2 comments 0 points Most recent by botjnilt March 2024Report a Bug

Investments

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