Portfolio Display

dstarnik@

How do I get hidden/closed accounts to show up in portfolio? I recently changed financial advisors and the accounts, although the same, have different names. Unfortunately, Quicken, in Portfolio View, acts like I never had those accounts before the day I transferred. It's as if all of my investments, accumulated over 25 years, suddenly materialized on 10/30/2020.

dstarnik@

I figured out my problem. You can't hide or separate the accounts. Either one of those options totally removes them from being included in the view, or calculations.

dstarnik@

I figured out my problem. You can't hide or separate the accounts. Either one of those options totally removes them from being included in the view, or calculations.