Setting up/downloading TD Ameritrade accounts

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 SuperUser ✭✭✭✭
    Per Quicken Help:

    (QW Premier Subscription: R34.15 on Windows 10)
  • lhossus
    lhossus SuperUser ✭✭✭✭✭
    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 Mojave 10.14.6
  • Lola
    Lola Member
    Thank you - after re-setup and re-downloading (and verifying type once downloaded) the problem corrected itself. Much appreciated.
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