Problems with having Jackson National data display properly

Normal

I am now able to download investment data from Jackson National, but the Simple display of all securities on individual accounts does not include all of the data that has been downloaded. I can look up the data on an individual security within Quicken, but this same information does not show up on the Simple summary. Of the seven accounts I have, only one shows all of the security data, the others vary from showing 1 of 10 - 14 securities in an account to showing less than the total number of individual securities showing. Bottom line is that the Simple summaries are only showing 70% of the total value of my accounts. I am using the Quicken Classic Premier software on a Windows machine. Any thoughts on what might be happening?

Quicken Alyssa

Hello @Normal,

Thank you for sharing your experience with us.

You said you can see this data when viewing an individual security, but not when viewing individual accounts.

If possible, can you please provide screenshots of what you are seeing? If needed, please refer to this Community FAQ for instructions on how to attach a screenshot. Alternatively, you can also drag and drop screenshots to your response if you are not given the option to add attachments.

Thank you!

Normal

Let me start this over. After digging deeper, I am finding that the transfer of information between Jackson National and Quicken is spotty. On some of my seven accounts, the data is being picked up, some of the price data is zeroed out, and some is not being picked up at all. This is inconsistent between the different accounts. I am not seeing a pattern of how or why. In this condition the data is not usable.

The process of printing screen prints showing all of the different issues is more than I want to tackle.