BB&T/Truist Portfolio View downloads

Question

A dividend is downloaded as deposit and security name is now a ticker symbol. What is causing this problem?

Quicken Francisco · Answer

@KenHampson

I'm wondering here if there's a trick potentially to getting the accounts to download. Another user with BB&T had a similar issue but not exactly the same so I'm wondering here if the troubleshooting step may help.

Go to investment portfolio- click the down carot beside portfolio and select tax center for downloads.

Let us know if this potentially helps you download your transactions.

Thanks,
Quicken Francisco

Quicken_Tyka · Answer

Hello @KenHampson

Thank you for taking the time to visit the Community to report this issue although. Are you experiencing any error messages when attempting to add these accounts?

What is happening the Truist accounts are not being recognized? The more information you can provide the better able to assist the Community will be.

Thank you,
-Quicken Tyka

KenHampson · Answer

Why does quicken not recognize Truist.com in adding accounts? It does recognize BB&T an Suntrust.