Setting up/downloading TD Ameritrade accounts

Lola

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.

Boatnmaniac

Per Quicken Help:

lhossus

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.

Lola

Thank you - after re-setup and re-downloading (and verifying type once downloaded) the problem corrected itself. Much appreciated.