Is it possible to manually add an existing security to a different existing investment account?

SAB0779

I have a portfolio under the Investor360 umbrella. It's made up of mine and my wife's IRAs (Roth and Regular) with a total of 5 accounts (one of my IRAs was split into two accounts with different managers). I cannot seem to get regular updates via the Update Accounts process, so I'm trying to manually correct these balances. One of my accounts, when it was initially downloaded from Investor360 was missing a couple of securities. I have this security in another account, as well. I cannot see how to add that security to the account where it's missing.

Last October, things were so messed up in the investment section of my Quicken that I deleted everything and set up a new link to Investor360. Other than the missing accounts, everything was working well, including updates, for a few weeks. Now, the Update process says it's connecting to Investor360 and that it has completed the update, but nothing changes within my accounts.

Should I just delete everything and start over -AGAIN? Is this a known issue?

I'm using Quicken Premier for Windows, version R60.20.

Jim_Harman

Are these accounts displaying in Complete mode, where you see a transaction list that looks similar to banking registers, or in Simple mode, where you see a dashboard with 4 large rectangles?

In Complete mode, you would normally click on Enter Transactions and select Buy - Shares bought to buy the shares To add the shares without affecting the cash balance, select Add - Shares added.

In Simple mode, click on the gear at the top right and select Update share balance. Since this is an existing security, it should appear in the Security to adjust list. If it is a new security, click on Add security at the bottom of the list.

The issue with the accounts not updating is a separate issue. Do you get any error messages when this happens?