Hopefully this discussion will find its way to Quicken Jasmine. I have finally performed the setup a new file action that you recommended a couple of months ago. I could not respond to the prior discussion as it has been closed (due to my long absence). The test file setup successfully, and the accounts were downloaded properly.
The new file is working. So, I am not certain as to what to perform next? Meanwhile, I went back to the original Quicken File and re-reviewed the three investment accounts at Morgan Stanley. From the account list under tools all three are indicating "Direct Connect" as the connection method.
However, when I look at each individual account under Account Details, the ID for one account is not listed and the "?" beside the account ID line item states that since this connection uses WEB Express Connect+, the ID is not necessary (the other two accounts have the proper account ID listed). However, the file transfer method for the account is listed as "Direct Connect."
Now, when I attempted to perform the QUICKEN help action for How to change my WEB Express Connect+ to another connection method, I cannot follow the instructions because the actions available do not come up for me to choose (I assume this is because the file is listed as "Direct Connect" under transfer method while the account ID seems to be linked to the WEB Express Account+ setup).
I then reviewed all three accounts from within the TESTFILE Quicken File and all three accounts are listed as Direct Connect (the same as the original Quicken File), but all 3 accounts have the proper account ID (where as the original Quicken File I cannot get the third account to have an account ID).
OK, thank you for your help.
[returns added for readability]
