Portfolio View keeps truncating

Bob Crocker's Avatar

Bob Crocker

31 Mar, 2017 11:22 AM

When trying to check my portfolio the display of securities keeps changing to less than I know to be there.
I want to be able to see a complete list of securities for each account.
Is there anything that can be done to stop this happening?

  1. 1 Posted by Henry on 18 Apr, 2017 01:10 PM

    Henry's Avatar

    Hi Bob,

    Please accept my sincere apologies for the delay getting back to you. I’m afraid that your request for assistance was missed by the support team, and it’s only now we’ve been able to work through the backlog of older discussions. I’d like to provide assistance if you’re still in a position to work through these issues.

    To fix this, we must remove the security that was created when None of the Above was selected, reset the sync of the online download, then re-download and properly match the security.

    Step one is to go to the Securities Detail area of your investment account and locate the automatically created security. Select the history button and then click the edit button next to the name. You should see an edit security screen. Change the name to "Remove". This is to make sure you are removing the correct security. Now click Ok and Done to return to the Securities Detail window. Because you have not refreshed the page the name has not changed. Now click the remove security button, scroll down until you find the security renamed "Remove". You will be prompted to confirm that you want to remove this security. Type in yes to confirm deletion. At this point the security and transactions should be gone.

    Step two is to select Online Banking -> Set Up Online banking, then click the Reset Sync button. Now download your data again from your broker. Only the transactions you deleted (or new ones) should download. When prompted, you can now correctly match the security to the one you entered and subsequent downloads will match these.

    Please let me know if this helps.

    Infinite Kind Support

  2. Henry closed this discussion on 18 May, 2017 05:12 PM.

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