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    • FAQ: I can't find the portfolio I uploaded from Quicken to Investing.Quicken.com?

    Quicken Windows Subscription admin
    edited December 2018 in FAQ'S (Windows)
    I uploaded my portfolio to Investing.Quicken.com through a One Step Update, but when I log in to view the portfolio, it's not there.
    Quicken Kathryn
    Community Administrator

    Comments

    • Quicken Windows Subscription admin
      edited December 2018
      Don't worry-it's likely that the portfolio/accounts weren't automatically selected when you performed the One Step Update.  If you follow the instructions in this FAQ, you can choose the investing accounts you'd like to upload to Investing.Quicken.com - these selections will be remembered after you selec them the first time.

      https://www.quicken.com/support/customize-my-quickencom-portfolio-options

      Hope this helps,
      Quicken Kathryn
      Quicken Kathryn
      Community Administrator
    This discussion has been closed.

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