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Add an investment account to an account already setup in quicken for mac

easwint

I add 3rd investment account with the same bank 1st 2 account download in quicken. However the 3rd account is not showing up in quicken

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Quicken Harold

Hello easwint. Appreciate your question.

When you added the account, did you choose your brokerage firm to download transactions directly? Can you explain what you did so that we can best help?

Thank you in advance.
~ Quicken Harold.

easwint

Yes, i selected the brokerage that I selected for the other two accounts with that brokerage. The other 2 accounts show but this one doesn’t. Also in accounts settings the selection for the financial institution account details the account number selection doesn’t appear on the account but appears on the others.

Quicken_Tyka

Hello Eastwint,

Thank you for the response.

What is the name of the financial institution that you are trying to add an account with?

Do you have more than one username that is used on the financial institution's website?

Has the account ever been added in Quicken, or is this the first time?

Please let us know!