Community Homepage
Discussions
Categories
Quicken for Mac
Quicken Lifehub
Quicken Mobile
Quicken on the Web
Quicken for Windows
Support
Quicken Classic
Quicken Simplifi
Getting Started
Community Training FAQs
Using and Improving the Community
Announcements & Alerts
Announcements
Alerts, Online Banking & Known Product Issues
Product Ideas
Connect and Engage
The Community Meetup
The Water Cooler
The Lounge
Beta
Home
Quicken Classic for Windows
Investing (Windows)
Please fix the bug in TIAA investments download
Tom K
TIAA share numbers are not being downloaded. The Holdings Comparison does not work, since it shows zeroes for the shares on TIAA server (Quicken shares are OK). It started with R45.11 or R45.13 on Nov-2022.
I reported it to the tech support, but the technician was not aware of the problem. She suggested that I use TIAA Brokerage connection instead of TIAA. That solution does not work. TIAA Brokerage is a different institution then TIAA, with a different set of accounts.
Please fix this bug.
Thank you
Find more posts tagged with
Accepted answers
The Keeper
This is a community bulletin board for Quicken users and responses to questions are typically answered by other Quicken users. While this bulletin board is monitored by Quicken employees, your message may not necessarily be read by a Quicken employee. It is best to contact Quicken support directly if you believe there is a "bug" in the program. . Click on the "Support" link at the top of the page and choose an option to contact support.
mshiggins
Please see this recent post discussing the same issue for a solution:
https://community.quicken.com/discussion/7924115/e-trade-transaction-download-stopped-including-number-of-shares#latest
Jim_Harman
Also see this discussion regarding TIAA
https://community.quicken.com/discussion/7923639/missing-shares-from-tiaa
georgejol
I agree with Tom K
TIAA share numbers are not being downloaded. The Holdings Comparison does not work, since it shows zeroes for the shares on TIAA server (Quicken shares are OK). It started with R45.11 or R45.13 on Nov-2022.
Please fix this bug.
Jim_Harman
@georgejol
For me, the correct online share counts are displayed in Quicken at Tools > Online Center. Select TIAA for the account and then the Holdings tab. That would indicate that the data is being downloaded properly from TIAA but not displayed when you select Reconcile Shares.
Do you see the same?
Tom K
The problem is fixed! I updated to R46.12, and it is downloading and handling the share balances correctly.
Thank you, Quicken, for fixing it!
All comments
The Keeper
This is a community bulletin board for Quicken users and responses to questions are typically answered by other Quicken users. While this bulletin board is monitored by Quicken employees, your message may not necessarily be read by a Quicken employee. It is best to contact Quicken support directly if you believe there is a "bug" in the program. . Click on the "Support" link at the top of the page and choose an option to contact support.
mshiggins
Please see this recent post discussing the same issue for a solution:
https://community.quicken.com/discussion/7924115/e-trade-transaction-download-stopped-including-number-of-shares#latest
Jim_Harman
Also see this discussion regarding TIAA
https://community.quicken.com/discussion/7923639/missing-shares-from-tiaa
georgejol
I agree with Tom K
TIAA share numbers are not being downloaded. The Holdings Comparison does not work, since it shows zeroes for the shares on TIAA server (Quicken shares are OK). It started with R45.11 or R45.13 on Nov-2022.
Please fix this bug.
Jim_Harman
@georgejol
For me, the correct online share counts are displayed in Quicken at Tools > Online Center. Select TIAA for the account and then the Holdings tab. That would indicate that the data is being downloaded properly from TIAA but not displayed when you select Reconcile Shares.
Do you see the same?
Granddaddy
Quicken has been unable to download TIAA holdings information for at least the past two months. I reported this last month to my TIAA adviser. On 11/21/2022 he said it is a known issue and that Quicken is working on fixing it. Obviously Quicken has failed.
What kind of a financial investment management program cannot correctly download holdings from an investment account?
Quicken can no longer be recommended for managing investments. It tells me I have no securities at all in my T-C accounts.
I have to wonder how many other less obvious errors are now building in Quicken data. Something is profoundly wrong.
MaryEason
@Granddaddy
this is the same problem for Fidelity and other investment companies... I believe there to have been a bug during the Chase conversion that inadvertently screwed up other accounts that still use Direct Connect... just gleaned from reading the other problem subjects in the Community... i'm waiting patiently for both TIAA and Fidelity fixes.
Tom K
The problem is fixed! I updated to R46.12, and it is downloading and handling the share balances correctly.
Thank you, Quicken, for fixing it!
Granddaddy
Yes, the TIAA-CREF share balance download problem is finally fixed. I just had the first successful download in almost three months.
Quick Links
All Categories
Recent Posts
Activity
Unanswered
Best Of
