Investment accounts do not all match

I have several sub accounts at my brokerage house. Three of the accounts match exactly but 2 others are always shown higher in Quicken than the actual.

JC Leong

Answers

  • Hello @chuckleong1

    Thank you for reaching out on the community and telling us about your issue. I do apologize for the issue you're having. To start off here we may want to double check if we have any differences in the securities. This will give us a good baseline and then from there we're able to see. Comparing with what you see on the FI's website then once you're able to see if there are any differences let us know and we'll see what we can do from there.

    Thanks,

    Quicken Francisco


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