TD Ameritrade IRA and taxable accounts won't sync but my wife's will

ed767 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


  • Quicken Jasmine
    Quicken Jasmine Moderator mod
    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

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