Simplified portfolio beta - Ameriprise issue

Some of my Ameriprise accounts have 2 sections in the Ameriprise portal, one labelled "Traded Funds" and the other labelled "Mutual Funds & UITs." I switched to simplified portfolio hoping to have more accurate Net Worth. What is happening in these funds is that ONLY the balance of the first section is being picked up as the position in the simplified portfolio beta.

Is this a known issue? Is there any workaround?


  • Quicken_Tyka
    Quicken_Tyka Alumni ✭✭✭✭
    Hello @betrout

    Thank you for taking the time to share the details of your experience and feedback with the Community, although I apologize that you have not yet received a response.

    We'll need a bit more information to be able to assist.

    Please take a moment to review the information available here and post back to let us know what version and release of Quicken you are using.

    Are you able to capture a screenshot of the issue? 

    The more information you can provide regarding this issue will help the Community to better understand and assist.

    Thank you,

    -Quicken Tyka

  • betrout
    betrout Member ✭✭
    I am using Quicken - Premier
    Year 2020
    Version R30.9

    I am not able to provide a screenshot of this issue as it is confidential data.
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