Is there a way to bring back up the security mismatch report after closing the pop up window?

RoatanJim
RoatanJim Quicken Windows Subscription Member ✭✭
edited May 2024 in Investing (Windows)

The security mismatch report appears as a pop up after finishing accepting downloads. Is there a way to bring this report back up?

Answers

  • bmciance
    bmciance Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Yes. Go to Tools > Online Center.

    Select the broker with the mismatch.

    Click on the Holdings tab and then click the Compare to Portfolio button. It will do the match and bring up the window again.

    Quicken Windows user since 1993.

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Or click on the gear at the top right of the account and select Reconcile Shares.

    QWin Premier subscription
This discussion has been closed.

Categories