Investment Transaction Register

ATC Doug

I have opened a new investment account. Investments have been downloaded but when I open the account I only get the overview. How do open the transaction register for this account

[Deleted User]

@ATC Doug how you get the setting changed to Complete Investment Tracking depends on the financial institution, but the setting is on the General tab in Account Details -

If "Complete" is available and not grayed out, then simply select and click "OK".

[Deleted User]

@ATC Doug to ensure that any investment account is always set up with Complete Investment Tracking, click on Edit→Preferences→Investments, and make sure "Default to Simple Investing for new accounts" is not selected.

ATC Doug

I changed my account to Complete and it worked.

Thank