Net Worth Summary Report

The net worth summary report does not match the values in the account bar on the left. Some prices of the securities for only certain accounts (only a few of the Schwab accounts) have erroneous values. The account bar on the left is correct and reconciles to the account info on Schwab.com. Please advise.

Comments

  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    Exactly what report are you looking at? Is it the stock report at Reports > Net worth and Balances > Net Worth, or something else?
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