Unknown Type

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in Investing (Windows)
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  • Philip107
    Philip107 Quicken Windows Subscription Member ✭✭✭✭
    edited June 2020
    Windows Quicken Premiere 2020 R26.23,  Build 27.1.26.23
    A new IRA was started in my Wells Fargo Advisors account but when I try to add the account in Quicken I get the "unknown type" message and it won't add the account. I've been trying for almost a week and I keep getting the same message.
    Unusual Circumstances
    • The account has a zero balance since it hasn't been funded yet. However, the account does exist as Quicken sees it.
    • The account is owned by my wife. I use her login to access WF. Our other Quicken accounts for WF are accessed with my login.

    ----Quicken User since 1998 ----

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    @Philip107

    According to this Wells Fargo Advisors page
    https://www.wellsfargoadvisors.com/pfm/softwarehelp/usingquicken/download/software.htm

    brokerage IRAs should work with Quicken but they do not support Quicken for CD IRA accounts. Does that explain your situation?

    If not, you may want to contact Wells Fargo for further assistance.
    QWin Premier subscription
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