My IRA account is not coming down when trying to Add Account
I'm trying to add my ira account that is held at Wells Fargo, which is where may of my other accounts are. When I try to add this new account in Quicken (Premier) it asks me to enter my username/password for Wells Fargo and then it launches some security web page to confirm I want to Share Data with quicken.
When I go through that phase the webpages asks me as to which accounts I want shared with quicken. I can check mark my IRA and uncheck other accounts and when I click continue it goes back to quicken and reports that only checking/savings accounts are found and asks whether I want to Link to Existing, Add As New, Do Not Add…..but sadly the IRA account is never one of the accounts to Add As New. I really DO NOT want to add each and every stock and mutual fund by hand with qty of shares and weighted price per share.
I'm also concerned that if I DID enter the stuff manually, the Update button wouldn't actually update the tickers/price.
Anybody else successfully in creating their IRA accounts by simply connecting Quicken to their Financial institution?