Wealthfront Bond Ladder account data is not being shown in Quicken at all

dhcernese

Recently, Wealthfront offered a Treasury Bond Ladder account. It holds various treasury bonds.

Quicken says "This financial institution only supports Simple Investing". Ok, fine.

I find that Quicken shows no holdings and zero value. I tried a few times. I contacted Wealthfront support and this is their response:

"Quicken may need to make adjustments to their software to ensure they are properly retrieving data on the Bond Ladder. For context, when linking using an app-specific password, we don't send them any data. Instead, we simply facilitate them accessing your account so that their software can parse our site for data. "

They suggested that I try exporting my Wealthfront data manually for import into Quicken, which I have not yet tried. I did the Quicken, 'report a problem' a couple weeks ago but forgot to post here and I don't know where those go.

dhcernese

I used the Wealthfront manual download. I imported the QFX into a new Quicken account and did NOT choose simple investing. Everything is there (15 transactions) except I had to manually verify the cash balance.