How to update investing account

BOB139
BOB139 Member ✭✭
I used to be able to click on an investing account, select the gear icon in the top right, and update transactions for the account.

Now it seems the register for my Fidelity accounts is gone and it forces me to a screen with pretty graphs (still shown on 401k) and so is the download transactions icon. Instead there is a download positions options.

How can I get back this function?

Answers

  • Sherlock
    Sherlock SuperUser ✭✭✭✭✭
    It sounds like you may have inadvertently enabled Simple Investing: select Edit > Preferences...


  • BOB139
    BOB139 Member ✭✭
    That was it, but trust me I did not inadvertently change that option for multiple, but not all, accounts.
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