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Update Online Accounts Shows Old Data
I have 20 Traditional IRA accounts that are all linked to my financial institution and have been updating daily for the past year without any issues. I have Quicken Windows and Mac and verify the numbers on both systems. Two days 3 days ago I sold partial amounts from each of the 20 IRA accounts. A day later the Windows version of Quicken updated the new lower values without issue correctly. The Mac version shows the sales transactions in the accounts but will not show the reduced account values. The windows Quicken version works correctly. After a chat session with Quicken support I was told that it was my financial institution that was causing the problem and that I should have them fix the issue.
As a test yesterday I deleted one of the accounts and then added it back in by linking it back to the financial institution. The correct value of the account was shown this time but, now Quicken will only add the account back in as a Brokerage account type and not a Retirement account type like all the other existing accounts. I carefully selected Traditional IRA when adding the account multiple times. The program simply ignores my selection and adds the linked account as a Brokerage account that it will not allow me to change. The same thing happened last year except I was able to delete all 20 accounts and add them back in under the Retirement type.
Does anyone have any suggestions?
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