Setting up IRA accounts using Direct Connect
I have a Roth and a Traditional IRA for my wife at my brokerage account. She has her own user-name at the brokerage. I want to setup her accounts on Quicken for MAC Deluxe v 6.3.3 but when I try and set up the accounts, I get a message saying "You have no more accounts at JMS to activate". The next line says "It looks like you setup all of your accounts at JMS for that user-name." I have my own account at the brokerage and my IRA is setup fine. Neither of her accounts are shown in Quicken. Any answers? Catalina 10.15.7
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