One Investment Not Downloading

by **Tnblade** » Mon Dec 22, 2014 2:57 pm

I have a portfolio which all investments except one is downloading. The one investment does not even show up under the portfolio.

Any help would be appreciated.

by **Tnblade** » Mon Dec 29, 2014 6:54 pm

Since I did not receive any replies, maybe I was not clear in my question so I will try again. On my 401K account with Fidelity, I have 5 different funds. Four of these funds show up and update. The fifth fund does not even show up even though I own it within the same Fidelity account.

Any ideas?

by **Mark** » Mon Dec 29, 2014 8:03 pm

Hi Tnblade,

Sorry we missed your first post... There are a couple possibilities:

1) The investment is hidden. Try turning on "View / Hidden Investments/Portfolios".

2) The investment is closed, and you don't have any recent transactions in that investment. You might try reconciling this account, and see if it is missing. If so, you can create that investment in the reconciliation wizard.

by **Tnblade** » Mon Dec 29, 2014 8:37 pm

Thanks Mark....It was hidden as you suggested.

One Investment Not Downloading

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