Why Are My Investment Accounts Missing from the Portfolio Graph?

You may see messaging indicating that you need to link investment accounts in order to view this data, even if you have investment accounts linked.

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This likely indicates that you have checked the "Exclude from Advice" box on your investment accounts.

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When this box is checked, the account will not be included in any investment analysis.

 

To fix this issue, simply click the pencil icon next to the account then uncheck the box and click "Save". 

 

If you still see this error after unchecking the box, please contact support.


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