Investment Account Market Securities Value not matching Holdings Value
This problem is frustrating and I can't trace it to any placeholder transactions or anything else. My investment account balance (when viewed from the main screen) is substantially lower ($10k) than my online brokerage account. So to reconcile, I've gone to the holdings view in Quicken for that account and the holdings view is exactly matching in shares and value to my brokerage account.
This discussion has been closed.