Setting up/downloading TD Ameritrade accounts

Lola
Lola Quicken Mac Subscription Member ✭✭
in Errors and Troubleshooting (Mac)
When setting up TD Ameritrade, my 401k/Roth/IRA accounts are not showing up under 'Retirement' accounts, but instead under the Brokerage subheader, even though I specified the appropriate category. Vanguard operates properly. Will this be fixed in the next update? Any workaround? Thank you.

Answers

  • Boatnmaniac
    Boatnmaniac Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Per Quicken Help:

    Quicken Classic Premier (US) Subscription: R62.16 on Windows 11 Home

  • lhossus
    lhossus Quicken Mac Subscription SuperUser, Mac Beta ✭✭✭✭✭
    Lola said:
    ... even though I specified the appropriate category. ...
    Select the TD Ameritrade account in the sidebar. Then go to Accounts > Settings ...and verify that the Type is set to 401(k) / Roth 401(k) / IRA. I. e., not Brokerage.
    Quicken Mac Subscription • macOS Monterey 12.6 on MacBook Pro 13" M1
  • Lola
    Lola Quicken Mac Subscription Member ✭✭
    Thank you - after re-setup and re-downloading (and verifying type once downloaded) the problem corrected itself. Much appreciated.
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