Quicken constantly nags me with a Security Comparison Mismatch for the sweep (cash) funds in my Morgan Stanley investment accounts. How do I get Quicken to stop doing that?
I know the underlying cause of this isn't Quicken's fault. It's Morgan Stanley's. For some reason, neither their web site nor their data downloaded to Quicken reports sweep transactions into their Morgan Stanley Private Bank money-market sweep accounts (and, apparently, their Quicken downoads report the sweep account's balance as a cash balance). BUT, their paper statements do. Apparently, I can "fix" this by downgrading the accounts to "Basic Securities Accounts" (since those accounts just leave the cash sitting there as cash (i.e., no sweep)). But, I don't want to do that. I've given them feedback that they need to either report these sweep transactions on their web site and Quicken downloads or remove them from their paper statements. But, since I've seen other people say the same thing here over the years, I doubt anything will happen.
Still, I'd like to stop those popups for these cash/sweep accounts. Is there some way to do that?
