Adding a BMO mutual fund - quotes not downloaded or updated.

rlopez

adding a BMO70151 mutual fund to my data file in Quicken for Windows Canada (R22.23) doesn't work .HELP

Ps56k2

What do you mean.... doesn't work ?

Also - requested Admin move this topic to the Q Canada sub-section
EDIT - also updated topic title to better reflect actual Q&A

rlopez

No prices are downloaded or updated.

rlopez

Can someone please try adding BMO70151 Global Small Cap Fund.

I'm able to locate the mutual funds under other web search like: https://www.theglobeandmail.com/investing/markets/funds/BMO70151.CF/
and is not showing under Quicken:
https://www.quicken.com/investing/stock-quotes-investment-research?symbol=BMO70151

I'm not able to created security ... after manually adding Mutually Fund the download quotes won't work
I had this fund since 2016 but after the symbol changed from GGF70151 to BMO70151 in November 2019 won't work for me.... wondering if some is able to replicate and find the issue or what I'm doing wrong
Edition Canada 27.1.22.23
I don't have data damage and not errors are found
Thank you

smayer97

Please see if the info in one of these 2 threads helps:

https://community.quicken.com/discussion/7852547/canadian-mutual-funds-quotes-are-not-downloading#latest

https://community.quicken.com/discussion/7865760/some-canadian-mutual-funds-not-updating

Please report back which one helps or not.

rlopez

After opened another call {"Ticket ID":"7411681"} With Customer Care as suggested

I got this email from "Quicken Office of the President"

"We have attempted to contact you twice in regards to your webform submission to the Office of the President. After looking over your case we will attempt to see if we can get your Security added back into our software. So you are aware, we pull our security list from Morningstar which the security you gave us is absent. We can't guarantee the success we will have in getting Morningstar to add them back to their list, but we will submit a ticket to have it added. We hope this helps.
Thank you
Quicken Office of the President"


Strange I have no calls or message from Quicken; Wondering where they are calling?

Anyway I follow up with Morningstar

https://www.morningstar.ca/ca/report/fund/performance.aspx?t=0P0000VX9P&[email protected]&lang=en-CA


and the Mutual fund BMO70151, is present in their list. ????? very strange ...

mistery continues , it appears to me that the issue is in Quicken software. any thoughts?

smayer97

Thanks for the update. Have you tried any of the info at the above links? Have they been of no help?

rlopez

hello @smayer97
Thank you, no help
it appears to me that the issue is in Quicken software

smayer97

sorry that trying those solutions did not help.

rlopez

[removed - duplicate comment]

smayer97

I recall reading something in the forum about problems with connectivity with Morningstar of late. Cannot seem to track it down. Not sure if this might be contributing to the problem.

rlopez

No relation
hence: security BMO70151 is missing from Quicken