Investment transactions missing after connecting account for download
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This discussion was created from comments split from: Wells Fargo Advisors Download Issues.
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Best Answer
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If you haven't already, you may want to review: https://community.quicken.com/discussion/7267839/quicken-faq-managing-placeholder-entries-in-quicken-for-windows5
Answers
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I had entered a number of securities positions into Quicken (Windows) by hand. When I turned on the download function, on the set up all the securities disappeared as of that date, although the correct cash amount was downloaded. If I did an account overview from the day before, all the securities are there.0
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If you haven't already, you may want to review: https://community.quicken.com/discussion/7267839/quicken-faq-managing-placeholder-entries-in-quicken-for-windows5
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