Error in the Investment Accts Summary page
plcoira
Member ✭✭
My Qkn Premier 2019 (27.1.20.15) does not total the cash balance in brokerage accts. into the "market value "of the accts. If I sell a stock, I have to sweep the cash into a money market fund or the market value of the acct. will be reduced by the amount of cash created, and the performance of the acct is effected. This has caused me a lot of confusion. Is there a solution?
0
Best Answer
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In my experience, the cash held in a brokerage account is generally included the market value of the account. If you're viewing the market value in a Portfolio view or in a report, perhaps you have inadvertently excluded the special No Security (includes cash) security.5
Answers
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In my experience, the cash held in a brokerage account is generally included the market value of the account. If you're viewing the market value in a Portfolio view or in a report, perhaps you have inadvertently excluded the special No Security (includes cash) security.5
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Found "No Security" under Customize, checked it, Problem solved.
Thank You, Sherlock!0
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