Hi,There are a few reasons that investments might not appear in your report. It is good to rule these possibilities out before we dig deeper:
1) The format type for the asset might be "sold". If this is the case, it will not appear because Navigator believes the asset is gone.
2) The format type might be mislabeled. Ex. checking account showing up as money market.
3) The asset might have a sold date that is prior to the date you are trying to run the report for.
These would be the first things I would check and rectify. Which investments no longer appear that have appeared in 8.1?
Thanks,
Chris
FNI Support