
One possible source of confusion is if your account is named "Brokerage", rather than "Vanguard" or "Fidelity" or whatever. Then you'd have an account called Brokerage and a group heading called Brokerage.
To clarify: do you have a single account with a brokerage company, in which you hold shares of one stock and several mutual fund?jssmadtown said:I have a portfolio with one stock and several mutual funds.
This is where I got really confused. If you click Brokerage in the left sidebar, which view is selected on the right side: Portfolio or Transactions? If you're seeing a transaction register, with Buy, Sell, Reinvest Dividends, etc., then there is no place to click on the stock to hide transactions.jssmadtown said:When I select "Brokerage" in the side bar, the transactions for the stock are automatically displayed, but not the mutual funds... The first thing I do using "Brokerage" is to click on the stock to hide the transactions so that I see a compact list without transactions.