Not all of my investment accounts showing

DGN
DGN Quicken Windows Subscription Member
in Errors and Troubleshooting (Quicken on the Web)

Some of my investment accounts (holdings) do not show up in my portfolio's even if I click on them to add them to the portfolio. I have a personal and retirement portfolio and am not able to **** all of my mutual fund holdings to these portfolios.

Answers

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited January 11

    Which fund company? What type of accounts (taxable, 401k, etc.) ? What type of securities do you hold in the account(s)? Can you download from the fund company into your desktop Q?

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

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