Adding new investment account issue

Question

In the process of adding a new investment account, connected to my broker and the different accounts showed up to add or link or "Don't add to Quicken" which was mistakenly selected.  Now in going back through the process, that account can no longer be selected to load in.  Any resolution to this would be greatly appreciated.

rmw858 · Answer

Thanks!  I will give that a try

[Deleted User] · Answer

@rmw858  - If the "Don't Add to Quicken" shows up, that typically means that the account is already set up for online services (or Quicken thinks it is).  I think the best thing for you to do is to deactivate ALL of your account at that broker and start again.  Before you reactivate online services, make sure to clear out the "Financial Institution Name" and "Account Number" on the General tab first.

Please make a backup first, just in case you need to go back to the original file.

Boatnmaniac · Answer

You might want to try deactivating all of the accounts with your broker and then do Add Account or Set Up Now, again.

Be sure to back up your data file before doing this.