Is there a way to bring back up the security mismatch report after closing the pop up window?

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RoatanJim
RoatanJim Member ✭✭
edited May 4 in Investing (Windows)

The security mismatch report appears as a pop up after finishing accepting downloads. Is there a way to bring this report back up?

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  • bmciance
    bmciance SuperUser ✭✭✭✭✭
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    Yes. Go to Tools > Online Center.

    Select the broker with the mismatch.

    Click on the Holdings tab and then click the Compare to Portfolio button. It will do the match and bring up the window again.

  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
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    Or click on the gear at the top right of the account and select Reconcile Shares.

    QWin Premier subscription
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