Synchronize PC and Phone Portfolio?

[bdavisgw]

Am I missing an easy function here? I would like to simply have my phone display the portfolios I regularly display on my desktop PC using quotrek. It seems that when I log in via my phone there is a "phone based" portfolio that is displayed and it does not look at my PC based portfolio? Seems like the portfolio would be stored with eSignal and not on my device. What am I missing?

thanks

[ACM]

bdavisgw
On your PC make sure that you are using the Quotrek Portfolio1 or Quotrek Portfolio2 (see dropdown selector in the bottom left of the enclosed image). These are the portfolios shared with your Quotrek machine
Alex

[bdavisgw]

Thanks

Originally posted by Alexis C. Montenegro
bdavisgw
On your PC make sure that you are using the Quotrek Portfolio1 or Quotrek Portfolio2 (see dropdown selector in the bottom left of the enclosed image). These are the portfolios shared with your Quotrek machine
Alex

That was it, perfect! Thank you!

[ACM]

bdavisgw
My pleasure
Alex