On of my IRA Balance not correct from UBS

donnarey Member ✭✭
I have 2 IRA accounts that I track at UBS. Once is not correct by over $40k.
I have created a new test account to see if the download was the problem - but it shows the same.
Suggestions on how to correct?


  • donnarey
    donnarey Member ✭✭
    We can close this -- sorry -
    I had to delete this account and re-add it - and it worked today?
  • Quicken Anja
    Quicken Anja Moderator mod
    edited May 2022
    Hello @donnarey,

    Thank you for taking the time to visit the Community.

    We're glad to hear you were able to find a solution that worked for you and appreciate you following up to share it here. This post has been closed per your request.

    Thank you!

    -Quicken Anja
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This discussion has been closed.