Adding new investment account issue

rmw858
rmw858 Quicken Windows Other Member
edited September 2023 in Download, Add/Update Accounts (Windows)

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.

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Answers

  • Boatnmaniac
    Boatnmaniac Quicken Windows Subscription SuperUser ✭✭✭✭✭

    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.

    Quicken Classic Premier (US) Subscription: R59.10 on Windows 11

  • QWinUser
    QWinUser Member ✭✭✭✭
    edited July 2023

    @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.

  • rmw858
    rmw858 Quicken Windows Other Member

    Thanks! I will give that a try

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