How do I get a Security Register view to appear for a Retirement Account

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Paul C.
Paul C. Member
in Registers & Transactions (Windows)

I have an LPL financial retirement account that up onto recently displayed a security register (listing of daily transactions in the retirement account) but currently presented instead of a four panel presentation of Individual investments (including security name, # of shares and current price), "Portfolio Security" Pie Chart, "Top Movers" and "Value over time" bar graph. How do I get the presentation back to a security register? Windows version R62.21

Answers

  • CaliQkn
    CaliQkn Quicken Windows Subscription Member ✭✭✭✭
    edited July 5

    @Paul C. the first place to check is the General tab of Account Details. At the bottom left of the window, there should be some Tracking Method options - Complete or Simple. Complete enables full tracking with an account register. Change the Tracking Method to Complete and click "OK". The account register should reappear. If the options are grayed out, that means LPL Financial only offers investment accounts using simple tracking.

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