Stock not in portfolio

Holdings in WFC stock do not appear on Portfolio screen. They do appear in subaccounts holdings.

Best Answer

  • Quicken_Tyka
    Quicken_Tyka Alumni ✭✭✭✭
    Accepted Answer
    Hello @dhochhalte

    Thank you for taking the time to visit the Community to ask your question although I apologize that you have not received a response.

    It sounds as though you may have a placeholder transaction that is affecting the portfolio view.

    If you have not done so already, I would take a moment to review the steps and information available here. To learn more about resolving placeholders, please see the information available here.

    Please let us know if these steps work to resolve the issue.

    -Quicken Tyka
    ~~~***~~~

Answers

  • Quicken_Tyka
    Quicken_Tyka Alumni ✭✭✭✭
    Accepted Answer
    Hello @dhochhalte

    Thank you for taking the time to visit the Community to ask your question although I apologize that you have not received a response.

    It sounds as though you may have a placeholder transaction that is affecting the portfolio view.

    If you have not done so already, I would take a moment to review the steps and information available here. To learn more about resolving placeholders, please see the information available here.

    Please let us know if these steps work to resolve the issue.

    -Quicken Tyka
    ~~~***~~~
This discussion has been closed.