Locking retirement unit prices
Some retirement accounts (i.e. Nationwide) have unit share as opposed to share prices. The brokerage calculates the prices from the share price. The unit prices are available on a daily basis. The impact is that market value from the brokerage firm and Quicken do not match. The work around is to manually enter the unit prices for each security. It’s would be great if there was a way to override the auto updates based on the security symbol and a reminder to update unit prices monthly or quarterly. This would still require manual entries. OR BETTER, if the brokerage firm could provide unit prices for auto updates.
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