Quicken not syncing with new investment funds at Fidelity

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

Best Answer

  • Bob ZeiserBob Zeiser ✭✭
    Accepted Answer
    problem solved....there was a delay at Fidelity in pushing out the missing data ….all fixed now, thanks for the support

Answers

  • Rocket J SquirrelRocket J Squirrel SuperUser ✭✭✭✭✭
    You probably need to "customize" the portfolio view and select (check) the new securities on the Securities tab of the Customize dialog.
    Quicken user since version 2 for DOS.
    Now using QWin Premier subscription version on Win7 Pro x64.
  • Bob ZeiserBob Zeiser Member ✭✭
    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
  • NotACPANotACPA SuperUser ✭✭✭✭✭
    When you created, in Q, those new funds ... did you click the "Download Quotes" box?
    In my graphic, Blue Chip Growth is "ticked" for download, but Cash Reserves isn't.
    Q user since DOS version 5
    Now running Quicken Windows Subscription,  Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • Bob ZeiserBob Zeiser Member ✭✭
    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 ZeiserBob Zeiser Member ✭✭
    Accepted Answer
    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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