Skip to main content
Skip table of contents

How do I resolve data missing from Investing tab cards?

For any card that contains asterisks:

  1. At the bottom of the card, click the Show Me link.
  2. At the far right of the row on which the security is listed, click Enter.
  3. In the Enter Missing Transactions dialog, follow the on-screen instructions to resolve the placeholder entry for the selected security.
  4. Repeat steps 2 and 3 for additional securities listed in the Resolve Placeholder Entries window.
JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.