set up download for Osaic Equipt account

marshaboex

I have 2 accounts with Osaic Equipt Pershing that are downloading transactions, etc with no problem. I just opened a 3rd account and having trouble setting it up for download. I set up the account in Quicken and connect to Osaic Equipt but it only shows my 2 active accounts and not the new one. The new account IS showing up on my dashboard for Osaic.

Anyone have any suggestions to try?

Boatnmaniac

Have you tried first deactivating the 2 accounts that are already set up for downloading and then doing the Add Account process? (NOTE: Backup your data file before attempting to do this.)

Some financial institutions do not permit downloading setup for a new account when there are other accounts already set up for downloading. Deactivating them first and then doing Add Account allows for the addition of the new account.