I am trying to add a Raymond James Account to Quicken

Richard Esser

Quicken found the account,
BUT I got the action: "Don't add to Quicken".

How do I fix this so I can create the account

Quicken.jpg

?

[edit] - added a larger graphic & edited some text

Tom Young

Maybe something here will help?

https://www.quicken.com/support/setting-account-shows-dont-add-quicken-and-cannot-add-account

I'm guessing is the Account "same name" problem.