Do you use invoicing for your small business? We want your feedback! Learn More
TIAA Brokerage problems
My wife recently did a rollover from a TIAA 403B to an IRA opening a TIAA brokerage acct. Quicken (for Mac) does not interface well if at all often losing the account, dropping balance to 0 and only offering Quicken connect with no account details and often times out on attempted update. The remaining 403b there interfaces fine but does use direct connect which does not seem to be an option with the brokerage IRA. Anyone have any ideas or similar issues?
This discussion has been closed.