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New fund not showing under account

mlaeder

I am trying to add a new fund to a IRA rollover account and it does not show under the account grouping. The transaction register shows correctly but the new fund is not listed. I have done this many times and not had this problem. What am I missing?

Thank you

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Tom Young

Not sure exactly what you're referring to as the "account grouping."

If you're referring to the Portfolio view that comes up when you click on the "Investing" tab, then click on the "Options" gearwheel, select "Customize current view...", click the "Securities" tab and make sure that new fund is selected.

mlaeder

Thank you...that fixed it. I had earlier found it in a security list somewhere and it wasn't checked - which I corrected at that time. But it was not checked in the place you referred me to. I have not had to do this in the past - new funds/stocks have always shown up.

Tom Young

@mlaeder

It typically does work seamlessly but every once in a while, it doesn't.