M1 Finance buy/sell stocks transactions are not showing

simplira

Hi,

On M1 Finance, the over holdings are updating for the stocks, but the individual buy transactions are missing. For example if I transfer 1000 dollars to purchase stocks, the money transfer transaction shows up, but teh purchase of shares does not.

In general, I am noticing that the experience for investing is sub-optimal with various brokerage accounts. Happy to provide more details, but the overall investment tracking needs to be improved.

Thanks

Coach Kristina

Hello @simplira,

To start troubleshooting this issue with the missing buy transactions, please follow the steps in this article on resolving missing transactions.

Please let me know how it goes!

simplira

Hi @Coach Kristina

It is not like occasionally one or two transactions are missing. There are no buy or sell transactions at all. Seems like a gap with M1.

Thanks

Coach Natalie

@simplira, thanks for posting back!

To confirm, the transactions in question are Investment Transactions that are missing from the Investments > Transactions section, correct? If so, are the transactions perhaps downloading as a Payment/Deposit instead of a Buy or Sell? The reason I ask is that Investment Transactions are still very much being worked on and the issue of them downloading as Payment/Deposit is definitely something that's known.

https://community.simplifimoney.com/discussion/3788/introducing-investment-transactions-share-your-feedback-here

We look forward to your reply!

-Coach Natalie