I just started with Quicken today and I notices that two of the funds I hold in my retirement 401K are not showing up. All the others in that same plan are there.
Thank you for reaching out to the Community and telling us about this issue. I'm sorry to hear you're running into this problem. Which financial institution are you trying to connect to? Is your Quicken connected to the financial institution using Direct Connect or Quicken Connect? You can check this by selecting the account in your account bar, then going up to Accounts>Settings to pull up the account settings window for that account. Click on the Downloads tab and you should be able to see the connection type.
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It's my Vanguard retirement plan. When I go up to the bar across the top & select accounts, settings is greyed out
Thank you for your reply,
If the option is greyed out, that usually means you don't have the account selected. You'd want to make sure to select the account in your account bar so that you can see the account name is highlighted.
Then you should have the option to choose settings.
If its still greyed out, you can also access account settings by clicking on the gear icon. If you are on Dashboard or the Portfolio tabs of the account, the icon will be near the upper right. If you are on the Transactions tab, the gear icon will be near the lower right.
Ok yes I was able to do that…thanks. The account is connected via Quicken Connect.
Thank you for the information,
Many financial institutions don't make the full information available when connecting through Quicken Connect. I would recommend connecting via Direct Connect to get it to pull in the full information for the account. Follow these directions to change the connection type:
Let me know how it goes!
So I had to create a new connection and now a number of accounts are duplicated.
Thank you for providing more information.
First, I would delete the duplicated accounts (please be careful to make sure that you are not deleting the original accounts). You can delete an account by right-clicking on the account and then clicking Delete, then Delete again.
Next, I suggest deactivating the Vanguard account(s). However, before doing so, I do recommend saving a backup of your data file first (just in case). Then, please check and make sure you do not have any hidden accounts that may be connected to this financial institution.
After that, please follow the troubleshooting instructions below.
Let us know how it goes!
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