National Financial - Simplified vs. Detailed Investment Tracking

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mark303
mark303 Member ✭✭✭
edited October 2023 in Download, Add/Update Accounts (Mac)

I have an old IRA through a financial advisor that uses National Financial's platform. The financial advisor really doesn't understand what Quicken is. I was able to set up the account using one of the National Financial connections, but that one says it only supports simplified investment tracking which means that I get positions but no transactions. Does anyone know if National Financial supports another connection type which would allow for detailed investment tracking (positions and transactions)?

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  • RickO
    RickO SuperUser, Mac Beta Beta
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    Suggestion: roll the IRA over to Fidelity, Vanguard or Schwab.

    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • mark303
    mark303 Member ✭✭✭
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    Got this to work. Correct connection is Wealthscape Investor.

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