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Chase Investment download

Jeff Harper

We have a couple of investment accounts with Chase. For the longest time, whenever I ran an account update, the investment accounts would be synced to the bank. Now it seems that the data that is being pulled is substantially incomplete. I* have deleted the accounts and started again. Two of the three seem fine, but one is only pulling about 20% of the account value. I have deleted this one account a few times, but it is still the same. What do I need to do differently?

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Quicken Sarah

Hello @Jeff Harper

Thank you for taking the time to report this issue to the Community, although I apologize that you have not yet received a response.

If you haven't already, please review the information and steps available at https://www.quicken.com/support/missing-some-transactions-when-downloading-bank and let us know if this helps to resolve the missing transactions.

Thank you,

Sarah