How do I view transaction history in 529 accounts

Charles T Cullen
Charles T Cullen Member ✭✭
edited February 2022 in Reports (Windows)
When I open a security in any 529 account, there is no transaction history. Why isn't there?


  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    Probably the account has been switched to Simple mode. Click on the gear at the top right, pick Edit Account Details and select Complete mode.
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