Download information missing

I have 3 Schwab accounts. Information download is OK for 2 of the 3. For the 3rd account, the left side "All Transactions" pane shows the correct total and the account transaction list is complete. However, the portfolio summary shows 0 in all fields. What do I need to do to get the account information to appear in the portfolio summary? Thank you in advance for any assistance you can provide.

Best Answer


  • Mike Cetera
    Mike Cetera Member ✭✭

    Thank you for your reply. I had customized the "Show: Value" view of the Portfolio pane, which is where the one account was displayed but all fields, including the value field, showed 0's. Based upon your suggestion I changed to "Show: Custom1" and then customized the fields to be displayed. All of my accounts now show the market value that matches the values shown in the left hand account summary pane. Thank you for the suggestion.

    Mike Cetera