Mutual Fund does not import name

tiptonbob's Avatar


01 Jan, 2021 09:36 PM

I have a several Fidelity funds and all of them import correctly except one. When I import, Fidelity Total Bond Fund imports, but the Security field in MD is blank. The fund has the correct Name and symbol. It is like MD doesn't know about this fund. Something that may factor into this is that I owned the Fund from 2010 through 9/2017, then sold it. In 9/2021 I repurchased it, but the two don't seem to be connected. The graph in Portview View History shows all the prices since 2010 through the present, but the Portfolio transactions (on the same screen as the graph) Only shows the transcations after the repurchase.

  1. System closed this discussion on 02 Apr, 2021 09:40 PM.

  2. tiptonbob re-opened this discussion on 04 Apr, 2021 02:19 PM

  3. 1 Posted by tiptonbob on 04 Apr, 2021 02:22 PM

    tiptonbob's Avatar

    I guess this discussion was closed because no one had posted any possible causes for this action. I am reopening it to see if it draws any interest and hopefully someone can offer a solution to my problem.

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