Cannot sync investment accounts
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AllanB
Member ✭✭
I cannot get investment accounts to sync to mobile. They are not on the list found under mobile and alerts. I see only bank accounts
0
Best Answer
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1.) In the Quicken & mobile tab section click on the "account settings" button in the "accounts enabled" and make sure you have check marked the accounts you want to see.
2.) Do a "sync" update in the mobile & web
3.) Open the mobile app to see if the investing accounts transferred by scrolling down to "Investing" on the first page of the app; there will be 2 things you see: "Securities & Cash" .....$xxxxxx and below it "Today's Change" . Tap on "Investing" and you should see 3 headers/categories: Securities/Accounts/Watch List.
Hope this helps.6
Answers
-
1.) In the Quicken & mobile tab section click on the "account settings" button in the "accounts enabled" and make sure you have check marked the accounts you want to see.
2.) Do a "sync" update in the mobile & web
3.) Open the mobile app to see if the investing accounts transferred by scrolling down to "Investing" on the first page of the app; there will be 2 things you see: "Securities & Cash" .....$xxxxxx and below it "Today's Change" . Tap on "Investing" and you should see 3 headers/categories: Securities/Accounts/Watch List.
Hope this helps.6 -
thank you0
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@nyctenor Your's is a different issue. Fidelity access is shut down, BY FIDELITY, for "system maintenance".Fidelity says that they expect access to be restored by 5pm EDT on 6/16.
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP0
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