TD Ameritrade IRA and taxable accounts won't sync but my wife's will
ed767
Quicken Mac 2017 Member
My wife's TD Ameritrade brokerage and IRA accounts seem to sync to QB Mac fine. My accounts show up with zero balance and holdings but won't sync. I have a lot of transactions as an active trader. Any thoughts? I get messages about Charles Schwab and they are merged but I log in with TD Ameritrade, not Schwab. Thanks
Tagged:
0
Comments
-
Hello @ed767,
Thank you for contacting the Community, I am sorry that you are experiencing these issues.
Before I can further assist you, I require some more information. Do you and your wife utilize the same Quicken account or do you each have your own? Are you accessing these files on the same device? What occurs when you try to complete the "update all" procedure? Are you receiving any sort of error messages or codes when trying to sync and download transactions?
I look forward to hearing your response.
Thank you.-Quicken Jasmine
Make sure to sign up for the email digest to see a round-up of your top posts.
0
This discussion has been closed.