New BOA download method not flagging IRA CDs as investments

ScottS
ScottS Quicken Mac Other Member ✭✭
edited December 2022 in Download, Add/Update Accounts (Mac)
The switch to new download method worked fine. BOA now downloads CDs, but it failed to flag those that are IRAs as investments. Could not link to existing Quicken IRA account so it added new savings accounts for each CD in Savings category.

Answers

  • Quicken Anja
    Quicken Anja Moderator mod
    Hello @ScottS,

    Thank you for taking the time to report your issue here in the Community, though we apologize that you are experiencing this.

    Based on the issue you described, it would be better suited for you to please reach out to Quicken Support directly for further assistance and possible escalation if they see fit.

    We apologize for any inconvenience! Thank you.

    -Quicken Anja
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