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Nationwide annuity

aLfGordon

Just getting started with Nationwide on an annuity. Specifically, a - New Heights Select 10.

Has anyone linked and had success with the online service, or should I just do transaction manually? This thing will churn away mirroring three separate indexes. I believe all three indexes have a ticker. Nationwide provides a daily value of sorts depending on the new high, etc. I'd like to automate this, just not sure how. Thanks for your help ahead of time, I know one of you masters can help...

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Quicken Kristina

Hello @aLfGordon,

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. If these are Non-Traditional funds, there likely isn't a ticker for them and you'd need to update manually.

Thank you.

Jim_Harman

If you can download the price history of the daily values in a compatible CSV format, you may be able to import the data into Quicken, saving the need to enter it manually.

See this discussion

https://community.quicken.com/discussion/7893435/import-security-prices-from-csv-file

aLfGordon

My original question was more centered around whether you can do an update via institution - like a bank. The three indexes that are supported in the annuity do have a ticker.

NotACPA

BUT are the prices for your annuity investments the same as shown when you do a look-up at a brokerage.

Frequently, annuity indexes masquerade as retail investments, but they're not identical