Downloading Investment Transactions

L Jones
L Jones Quicken Windows Subscription Member
edited 10:47AM in Download, Add/Update Accounts (Windows)

I use Quicken Classic Deluxe. It suddenly stopped downloading my investment transactions and is having me reconnect my accounts to my broker. When I try, it wants to link to a checking/savings and adds it to my account list. Is there any way to bypass that? I do not want all these linked accounts in my Quicken account list. It didn't make me do this when I originally set it up. Thanks.

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Answers

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Moderator mod

    Hello @L Jones,

    Which financial institution are you experiencing this issue with?

    Let me know!

    -Quicken Jasmine

    Make sure to sign up for the email digest to see a round-up of your top posts.

  • L Jones
    L Jones Quicken Windows Subscription Member

    Morgan Stanley Cash Management. After I enter my username and password in the Quicken online setup, Quicken asks me to link it to an account in my account list.

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Moderator mod

    Hello @L Jones,

    Do you have other Morgan Stanley Cash Management accounts? Or is Quicken attempting to link to random accounts with different financial institutions? Is the option to "Add As New" greyed out?

    Let me know!

    -Quicken Jasmine

    Make sure to sign up for the email digest to see a round-up of your top posts.

  • L Jones
    L Jones Quicken Windows Subscription Member

    They are all investment accounts. Quicken downloaded a checking for each account. Then when I try to set the investment account up for the downloading transactions, Quicken prompts me to link one of those checking accounts then adds it to my account list and proceeds to download all the investment activity into it. I don't want those "checking" accounts in my account list. When I click not to add, it won't save my download name and pw.

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