Does Quicken ever plan to fix TIAA accounts changing to Zero share balance???

Quicken still sets all TIAA share balances to Zero. This has been broken since November. Resolution coming? Refunds coming?

Best Answer

  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    Answer ✓
    Are you referring to the TIAA Traditional annuity in a 403(b) account, or to another TIAA fund or account type?

    For me, TIAA Traditional is now back to working as well as it ever has. Updates download as an Add of zero shares a they always have, but Reconcile Shares now shows the correct share balance rather than zero. I update monthly and edit the Added to a ReinvDiv equal to the share difference with a share price of $1.00.
    QWin Premier subscription

Answers

  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    Answer ✓
    Are you referring to the TIAA Traditional annuity in a 403(b) account, or to another TIAA fund or account type?

    For me, TIAA Traditional is now back to working as well as it ever has. Updates download as an Add of zero shares a they always have, but Reconcile Shares now shows the correct share balance rather than zero. I update monthly and edit the Added to a ReinvDiv equal to the share difference with a share price of $1.00.
    QWin Premier subscription
  • JJMitsock
    JJMitsock Member
    Thanks. 403(b). Will update and try.
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