Downloading existing brokerage account.

Edd Henson
Edd Henson Member ✭✭
in Investing (Windows)
I have four multiple accounts that were transferred to a new brokerage account. All but one of them were transferred the same day. Quicken does not recognize the later account and will not download it. How can I solve this problem?

Answers

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭
    What Q product are you running?  What country?  What Build/Release? What's the old brokerage and what's the new brokerage?  What type of accounts transferred?  What type of account didn't transfer?  When you do TOOLS, Account List ... what shows in the "Transactions Download" column of the 3 accounts that did transfer?  What shows in that column for the 4th account?

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • Edd Henson
    Edd Henson Member ✭✭
    Did you receive my e-mail response?

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Ed,

    Responding to email notifications does not work. You have to respond here on the forum.
    QWin Premier subscription
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