Bond holdings from TD Ameritrade Advisor Client aren't downloading

LA-Sam
LA-Sam Quicken Mac Other Member
edited April 2023 in Download, Add/Update Accounts (Mac)

For over a week, I have attempted to download my account info from TD Ameritrade Advisor Client and each time the bond holdings will not download although they appear in my Advisor Client accounts (two of them). I have deleted my existing TD accounts in Quicken and have added new account connections that have the same missing bond holding info. Has anyone else seen this behavior and have an idea how to resolve it? Thank you.

Comments

  • moragaroberts
    moragaroberts Quicken Mac Subscription Member

    I have been having trouble with TD Ameritrade accounts not syncing correctly as well. Per Quicken help phone calls, they are "aware of the issue and working on it." Not comforting, but at least known?

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