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FAQ: I can't find the portfolio I uploaded from Quicken to Investing.Quicken.com?

Quicken KathrynQuicken Kathryn Administrator admin
edited December 2018 in FAQ'S (Windows)
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

Comments

  • Quicken KathrynQuicken Kathryn Administrator admin
    edited December 2018
    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 Kathryn
    Quicken Kathryn
    Community Administrator
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