New Chase investment account does not show cost basis

@870NorthSt Member
edited February 2022 in Reports (Windows)
See above


  • @870NorthSt
    My new Chase advisor set this account up
  • @870NorthSt
    Quicken no good without investment cost...P-{
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    Did it download all the transactions since you got the account at Chase?
    If not, it would have download placeholders for the missing transactions.

    Quicken isn't provided with this information, and as such the user has to provide it either by entering the missing transactions (which is best) or using Add Shares and putting in the cost basis.
    This is my website:
  • Tom Young
    Tom Young SuperUser ✭✭✭✭✭
    "My new Chase advisor set this account up"
    Is this effectively a transfer from one account to another account, maybe even from one broker to another broker?
    As much as Quicken pushes the notion that the program (and downloads) can "do your accounting for you", it just doesn't work that way in real life. 
    Any information downloaded from a Financial Institution (FI) is via Direct Connect (which it appears to be the method used by Chase) is prepared by the FI.  So the old adage "garbage in, garbage out" holds true.
    Providing more detail here would be very helpful.
  • Ps56k2
    Ps56k2 SuperUser ✭✭✭✭✭
    edited January 2022
    My new Chase advisor set this account up
    Which exact Quicken Account name did you select & use to setup this - Chase Investment ?

    QWin - R54.16 - Win10

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