FAQ: I can't find the portfolio I uploaded from Quicken to Investing.Quicken.com?
Quicken Kathryn
Quicken Windows Subscription admin
I uploaded my portfolio to Investing.Quicken.com through a One Step Update, but when I log in to view the portfolio, it's not there.
Quicken Kathryn
Community Administrator
Community Administrator
0
Comments
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Don't worry-it's likely that the portfolio/accounts weren't automatically selected when you performed the One Step Update. If you follow the instructions in this FAQ, you can choose the investing accounts you'd like to upload to Investing.Quicken.com - these selections will be remembered after you selec them the first time.
https://www.quicken.com/support/customize-my-quickencom-portfolio-options
Hope this helps,
Quicken KathrynQuicken Kathryn
Community Administrator0
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