Investment Portfolio is missing my investments on in Quicken 2014

Learn what to do if you update your investments using the One Step Update in Quicken, but cannot view your investments on

Select the accounts you'd like to sync with prior to performing a One Step Update in Quicken.

  1. Choose Edit menu > Preferences.
  2. Choose Portfolio in the left Pane.
  3. Select the investments accounts you want to view on
  4. Specify the settings you want to use.
  5. Click OK.
  6. Choose Tools menu > One Step Update.
  7. If you haven't already registered your software, you'll be prompted to do so at this time.
  8. Click the Update portfolio on checkbox to select it.
  9. Click the Update Now button, and then click Done.

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Tip: To find out which version of Quicken you are using, open Quicken go to Help menu and select About Quicken.