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Brokerage account not showing under portfolio

tosalet

Opened new investment account which shows correctly in list but does not show under 'Investing' tab.

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Investments

Investment Reports

Accepted answers

gooddog50

In your Investing Tab, select the Customize button and insure that all of the accounts you want to view are checked.

Image: https://us.v-cdn.net/6031128/uploads/editor/50/itapw7pwm43n.png

See if that will do the job for you. Let us know if you need further assistance.

All comments

gooddog50

In your Investing Tab, select the Customize button and insure that all of the accounts you want to view are checked.

See if that will do the job for you. Let us know if you need further assistance.

tosalet

Perfect! Many thanks for your prompt response.

gooddog50

Super! Glad it worked for you.

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