How to update investing account

Quicken Windows Subscription Member ✭✭✭
edited January 2022 in Download, Add/Update Accounts (Windows)
I used to be able to click on an investing account, select the gear icon in the top right, and update transactions for the account.

Now it seems the register for my Fidelity accounts is gone and it forces me to a screen with pretty graphs (still shown on 401k) and so is the download transactions icon. Instead there is a download positions options.

How can I get back this function?

Answers

  • Quicken Windows Subscription Member ✭✭✭✭
    It sounds like you may have inadvertently enabled Simple Investing: select Edit > Preferences...


  • Quicken Windows Subscription Member ✭✭✭
    That was it, but trust me I did not inadvertently change that option for multiple, but not all, accounts.
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