Baird accounts individual holdings limits

Keith R
Keith R Quicken Mac Subscription Member
edited October 2023 in Investing (Mac)

I have three Baird accounts and after a change in investment strategy, each account now holds more than 27 separate holdings. Quicken stops downloading at 27

I have attempted to reconnect to the accounts and still reach this limit.

Any ideas on how to get all the holdings to download ?

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