Investment accounts not showing up in retirement planner

I have several investment accounts not showing up in the retirement planner. How do I get them included and associated with expenses?
example - I have 529 plans that I want to associated with my kids' college expenses.

Best Answer


  • PonticelliAM
    PonticelliAM Member
    Answer ✓
    Resolved - had to restart the application - old school.
  • Boatnmaniac
    Boatnmaniac SuperUser ✭✭✭✭✭
    Thanks for letting us know.  Yes, sometimes "old school" is the best solution!

    (QW Premier Subscription: R51.12 on Windows 11)

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