Cash balance not showing in up in TDA investment account
I just set up Quicken Deluxe for Mac and have been adding accounts linked to my brokerage accounts. I added an investment account for a TDA Advisor Client account. The downloaded items seem okay but the balance in the Quicken account is not reflecting a negative balance in the cash account associated with the brokerage account. I cannot find any way for the Quicken account information to account for cash in the brokerage account. Can anyone give me any guidance on how to set up the Quicken account settings so that cash is properly accounted for? Thanks.
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