My Portfolio account does not show any graphics or any of the funds

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System
System Administrator admin
edited November 2023 in Investments
This discussion was created from comments split from: Investment portfolio changes.

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  • Stephen Sichau
    Stephen Sichau Member
    edited October 2023
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    My Portfolio account does not show any graphics or any of the funds under each main portfolio folder. I can not add or modify any of the sub folder individual funds. this has been going on for about 1-2 weeks.

    I can see all my individual folders but not ability to modify the portfolio How to i get this elevated?

    Stephen Sichau

    [removd - privacy] This is my user account

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
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    @Stephen Sichau, thanks for reaching out!

    Would you mind providing a bit more info as to what specifically you're seeing, please? Here are some questions to get things started:

    1. Are your investment accounts connected to the bank or are they manual accounts?
    2. Are there holdings displayed in the Investments Portfolio section?
    3. If so, do the holdings display accurate values?
    4. What types of modifications are you looking to make to the holdings and/or the Investment Portfolio?

    The more info you provide will allow the Community to best assist you. 🙂

    -Coach Natalie

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