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Investment Portfolio is missing my investments on Investing.Quicken.com in Quicken 2014

Updated: 9/23/2013 | Article ID: GEN85902

Learn what to do if you update your investments using the One Step Update in Quicken, but cannot view your investments on Investing.Quicken.com.

Select the accounts you'd like to sync with Investing.Quicken.com prior to performing a One Step Update in Quicken.

  1. Choose Edit menu > Preferences.
  2. Choose Investing.Quicken.com Portfolio in the left Pane.
  3. Select the investments accounts you want to view on Investing.Quicken.com.
  4. Specify the settings you want to use.
  5. Click OK.
  6. Choose Tools menu > One Step Update.
  7. If you haven't already registered your software, you'll be prompted to do so at this time.
  8. Click the Update portfolio on Investing.Quicken.com checkbox to select it.
  9. Click the Update Now button, and then click Done.
 
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