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BNY Mellon - Pershing issue adding funds

TheDudeinMS

I'm using Windows 11 and Quicken Classic Deluxe. I've never added my IRA into Quicken until now. The website is Investor.Pershing.com. I'm able to add the account after it makes me run through 2FA twice each time. BUT, my issue is, Quicken is wanting me to go through and add my funds manually, and I have 26 funds. There has to be a simpler way?

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RNeisser

This may or may not be related, but this morning, I can't get into BNY-Pershing via Quicken to update.

Quicken Jasmine

Hello @TheDudeinMS and @RNeisser,

Thanks for reaching out!

To assist further, could you please provide your logs? This will allow me to review any internal errors occurring during the process and help pinpoint what might be causing the issue with syncing your funds.

Here’s how you can generate and share your logs:

Open Quicken.
Go to Help in the top menu.
Select Report a Problem.
In the window that pops up, select Include Log Files.
Provide a brief description of the issue you're encountering.
Click Send.

Once I receive the logs, I can take a closer look and provide more targeted troubleshooting steps.

Let me know!