Chase Brokerage accounts missing after migration

Kathisu
Kathisu Member
Is any one else having trouble with getting their brokerage accounts to migrate over with the new system? Both my accounts that were previously in Quicken have now been deleted.

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  • Quicken Jared
    Quicken Jared Moderator mod
    edited September 21
    Kathisu said:
    Is any one else having trouble with getting their brokerage accounts to migrate over with the new system? Both my accounts that were previously in Quicken have now been deleted.
    Hello @Kathisu

    I am sorry to hear about this problem with migrating brokerages. Thank you for reaching out about this here on the Quicken Community.

    First, what 'instance' are you selecting in the Add Brokerage Account screen when you try to migrate your investment accounts? Currently, a different instance is require in order to link your investments; save a backup by navigating to File > Save a Backup File... in the upper menu at the top of the screen when Quicken is open, then try selecting Chase Investments - New when attempting to switch over these accounts separately.

    I look forward to hearing about your results. 

    Thank you,

    Quicken Jared