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QWin 2017: Investment accounts in CDN version

unknown

I posted this item three months ago and I am still looking for a solution.

I am using the CDN version of Quicken 2017. I am trying to get all my accounts to sync with the mobile app. The first problem is whenI check the accounts listed on the Desktop's Mobile Tab, none of the investment accounts are listed.

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smayer97

You need to make sure you selected which accounts are to be synced with Mobile by activating them in the Quicken desktop app.

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)

unknown

That is the problem. The Investment Accounts are not listed so I cannot select them.

ColinGruchy

My BMO Investorline accounts all showed up at the bottom under the category "Other". My USD accounts are not listed. I use my USD MasterCard and USD Chequing account all the time. And when you click on "Why aren't all my accounts listed?" I get a "Can't reach this page" error screen on Quicken Help. Perhaps you have USD investments in your investment accounts?

DC A

I think Quicken Cloud and the mobile app are very much a work in progress. I suspect that a decision was made to limit it to only your home currency. I await this being a working part of the program and hope that at some point different currencies will be enabled. For now I consider this just a little too risky to use.

ColinGruchy

Yes, several years ago when I was chatting with support about the TFSA having an account type of Roth IRA I was told that the product is developed for the USA and then they tweak it for Canada. I asked for TFSAs to at least be put under Investments instead of Retirement in the home page view and that still hasn't happened. I really want it to have its own section and some reporting unique to the product. So I think we may be holding our breath to get USD securities in the mobile app and cloud because Americans only trade in USD. I don't have any USD securities, so the app works just fine. I really like how I can view by security or by account. My guess is development spend is based on demand, and Canada is a small percentage of that.

unknown

Thanks, that is a logical answer. Too bad there isn’t an alternate product.