New brokerage account won't download correct cost basis or lot identification
I recently upgraded from Quicken Deluxe 2011 to 2014. All of my accounts and data downloaded correctly. I switched my brokerage account from UBS to Morgan Stanley and added Morgan Stanley as a new account in Quicken. All of my securities, shares owned and current values showed up but not the correct cost basis or lot identification. Quicken has used the date I opened the new account as the date I bought the securities so now I can't track anything in that account. Is this a Quicken problem or Morgan Stanley?