Downloading existing brokerage account.

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 SuperUser, Windows Beta Beta
    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 DOS version 5
    Now running Quicken Windows Subscription,  Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
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  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    Ed,

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