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investment transaction list

josephc932

I'm trying to locate and view my investment transaction list. I cant seem to find any option to display the list

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Investments

Windows

Accounts

Comments

Quicken Carlos

Hi @josephc932,

Thank you for letting us know about the issue you're experiencing. Based on your description, it sounds like the account may be set to Simple view.

I suggest checking the account settings by following the steps outlined in our support article:

Open the account in question.
Click the gear icon.
Select Edit Account Details.
If the option is available, click Complete – Positions and Transactions.
Click Yes on the prompt to switch to the Complete view

If Complete – Positions and Transactions is grayed out, this could indicate that the connection method being used for this account does not support Complete investment tracking.

If you see that the option is grayed out, please let us know the connection type and financial institution name shown under the Online Services tab. This information will help us determine the best next steps.

I hope this helps, and I look forward to your reply!