Re: Not picking up a stock from Fidelity Portfolio

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In Reply to: Not picking up a stock from Fidelity Portfolio posted by Michael Crum on April 19, 2005 at 03:15:13:

: I'm using the Advisor version and downloading from Fidelity. FM is not picking up a stock that I've bought and own more than 16,000 shares. It doesn't show up anywhere. Help?

Hi Michael,

If you bought it a while ago the transaction may not be available on their OFX server anymore. Generally, most brokers only keep transactions for 90 days, but this number can vary broker to broker. Could that be the case here?

Thanks,
Mark
--
Mark Beiley
Fund Manager, portfolio management software for Windows 95/98/ME/NT/00/XP/2003

Replies:

• Re: Not picking up a stock from Fidelity Portfolio Michael 21:52:25 04/19/05 (1)
  • Re: Not picking up a stock from Fidelity Portfolio Mark 11:06:05 04/20/05 (0)