On Line Center----Compare to Portfolio

Gary R
Gary R Member ✭✭✭
edited September 2022 in Investments (Windows)
I have a couple accounts that Compare to portfolio is greyed out in the on line center.
Anyone else having this issue


  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    edited August 2022
    The Online Center Compare to portfolio works OK for me.

    Does selecting the account, clicking the gear, and picking Reconcile Shares work for you? That should do the same operation as the Compare to portfolio.

    I changed your post from an Idea to an ordinary discussion.
    QWin Premier subscription
  • Gary R
    Gary R Member ✭✭✭
    I just tried your suggestion--It says :  You have unaccepted transactions----However---when I click to view there is nothing downloaded.  
    I have a couple Treasuries showing on Line Center for an account, but nothing downloaded from Quicken

This discussion has been closed.