Brokerage account not showing under portfolio

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

Best Answer

  • gooddog50
    gooddog50 Member ✭✭✭✭
    Accepted Answer
    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. 
    Quicken since Andrew Tobias "Managing Your Money" V-12 (DOS)
    Windows 10 Pro 64 Bit, Core i7 
    Quicken Premier

Answers

  • gooddog50
    gooddog50 Member ✭✭✭✭
    Accepted Answer
    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. 
    Quicken since Andrew Tobias "Managing Your Money" V-12 (DOS)
    Windows 10 Pro 64 Bit, Core i7 
    Quicken Premier
  • tosalet
    tosalet Member
    Perfect! Many thanks for your prompt response.
  • gooddog50
    gooddog50 Member ✭✭✭✭
    Super! Glad it worked for you. 
    Quicken since Andrew Tobias "Managing Your Money" V-12 (DOS)
    Windows 10 Pro 64 Bit, Core i7 
    Quicken Premier
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