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When the Complete Investing feature is unavailable for a specific account, Quicken automatically provides the Simple Investing view as the default option. This approach ensures that you can continue to monitor your investment by viewing securities, positions, and holdings within your balances, despite the absence of full transaction and activity data. This limitation typically arises from the level of data integration offered by the financial institution or brokerage. For those requiring detailed investment tracking, manually setting up the account and entering transaction details is a viable alternative to access comprehensive investing insights. |
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