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Quicken not syncing with new investment funds at Fidelity

Bob Zeiser

I've moved some money into different mutual funds and have added them to the watch list, but when I look at the portfolio view, I'm not seeing the changes that I've made, even though I see them on the Fidelity website

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Accepted answers

Bob Zeiser

problem solved....there was a delay at Fidelity in pushing out the missing data ….all fixed now, thanks for the support

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Rocket J Squirrel

You probably need to "customize" the portfolio view and select (check) the new securities on the Securities tab of the Customize dialog.

Bob Zeiser

thanks....I did that when I added the new securities.....and in the portfolio view they appear and are downloading quotes but not any of the security values from Fidelity

NotACPA

When you created, in Q, those new funds ... did you click the "Download Quotes" box?

Image: https://us.v-cdn.net/6031128/uploads/editor/fl/rrffdm2bvjmf.png

In my graphic, Blue Chip Growth is "ticked" for download, but Cash Reserves isn't.

Bob Zeiser

Yes, I have both the "download quotes" and "watch list" checked.....as I said earlier, it's downloading the quotes but not any other values ….shares, market value, etc.

Bob Zeiser

problem solved....there was a delay at Fidelity in pushing out the missing data ….all fixed now, thanks for the support