cancel
Showing results for 
Search instead for 
Did you mean: 
cancel
Showing results for 
Search instead for 
Did you mean: 
jeffmccullough
Follower ○○

Mutual Funds on watchlist

Watchlist in Morningstar cloud won't allow mutual funds.  Anyone else experiencing this?

0 Kudos
5 Replies
Community Manager RyanM Community Manager
Community Manager

Re: Mutual Funds on watchlist

@jeffmccullough are you seeing an error message when adding funds to a list? And to confirm, are you doing this in Office Cloud?

0 Kudos
jeffmccullough
Follower ○○

Re: Mutual Funds on watchlist

Yes, office cloud.  None of the mutual funds on my grid will show up on the Watchlist.  They were showing for a few weeks and then all disappeared.  If I "add security" it shows the fund as already on the list.

Closed end funds, ETFs, market indexes, and stocks all work fine on the watchlist.  Mutual funds do not show up.

0 Kudos
Community Manager RyanM Community Manager
Community Manager

Re: Mutual Funds on watchlist

Thanks for that additional information. I'm going to have the Support team follow up with you to get to the bottom of this.

0 Kudos
jeffmccullough
Follower ○○

Re: Mutual Funds on watchlist

Thanks. Watchlist stopped showing all data today.  The last contact I had with MS support team was on 7/8.  No further contact since.  I've had an open ticket for several weeks to get this resolved.  

0 Kudos
Community Manager RyanM Community Manager
Community Manager

Re: Mutual Funds on watchlist

You should have heard back from them last week. I apologize. I'm following up to find out what happened.

0 Kudos