Wealthfront Investment Account - WRONG WRONG WRONG!

Wealthfront data is completely inaccurate. I have a traditional IRA and 529 College Savings plan. For months the 529 has shown an account balance of zero. After refreshing today following the latest release, my IRA account value shows $73 MILLION! If only! I've deactivated and reactived the account multiple times. I've worked with Quicken support and they can't solve it either. Does any one know how to connect to Wealthfront properly using "Simple Positions". I simply want to track the transfers I send to Wealthfront and the account balances.

Comments

  • Hello @Lemo_TX,

    Thank you for reaching out to the Quicken Community, though I do apologize that you are experiencing this issue. 

    First, I suggest creating a test file and adding the Wealthfront Investment account(s) to see if the same issue occurs regarding the balance. You can create a test file by navigating to File > New > Start from Scratch. It is recommended to save a backup before proceeding (just in case). 

    Please let me know how this goes!
    -Quicken Jasmine
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