New brokerage account

Dwhite183
Dwhite183 Quicken Windows Subscription Member
edited July 2023 in Investing (Windows)

I added a new brokerage Investing account . It shows up in my account list and securities list but does not appear in My Investing Portfolio screen

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Answers

  • Tom Young
    Tom Young Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Are you referring to what's generally called "Portfolio View", called up by clicking the "Investing" tab, or something else?

    If it's the former, then click the Options gearwheel up to the right of the screen, select Customize Current View and then click the Accounts tab to make sure that new Account is selected.

  • Dwhite183
    Dwhite183 Quicken Windows Subscription Member

    Thanks Tom! Correct I was not seeing it in Portfolio view. In the Options/Customize View it was checked in Assets but not checked in Security. When I checked the Security box it populated. Thank you so much!

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