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How do you get investments without ticker symbols to show in online portfolio

Scott Howell

I have investments in the Thrift Savings Plan (TSP) and my corporate 401(k) plan that do not have regular ticker symbols. However, I can get the share prices for those securities. They track great in the desktop program, but when I went to look on line today at my portfolio on the web, those two accounts just had the cash value listed.

I understand that they cannot be automatically updated, but I would think that they should still be able to be seen with the data (prices/holdings) from my quicken file in the online portfolio.

Is there a workaround?

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Comments

UKR

By "portfolio on the web" are you talking about

the (old) investing.quicken.com website
or
the (newer) Quicken Mobile app on your smartphone
or
the (new) Quicken on the Web browser-based application?

Scott Howell

Of the three: The Quicken on the Web. Loaded from Quicken.com, signed in, under my Account went to Investment Portfolio.