TIAA not downloading correct share or Reinvestment amounts

bpooljr
bpooljr Member ✭✭
Running Quicken for Mac 6.12.2 with Mac OS 12.6.3. I have recently connected for downloads our TIAA-CREF 403(b) accounts. Connect fine via Quicken Direct Connect, however all the TIAA accounts show "add shares" as "0" , and the share balance needs to be adjusted each day. Why is Quicken not downloading these as Reinvested Div or Int values. Can this be fixed, or do I have to manually make this edit every day. Any guidance would be appreciated.

Comments

  • Hello @bpooljr

    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 TIAA account(s) to see if the same issue occurs regarding the shares and 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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