New JP Morgan Investment accounts are not being added

LJDM
LJDM Quicken Mac Subscription Member

I have it set up that new accounts will automatically be added to Quicken. This is not working. Even when I try to manually add the new accounts, Quicken isn't picking them up. Now what?

[Edited-Readability]

Answers

  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod

    Hello @LJDM,

    Thank you for reporting the issues you are running into.

    I have some follow-up questions for you:

    • What happens when you try adding these accounts?
    • Did you set these up to be automatically added from the bank's website?
      • If so, please reach out to the bank for assistance with this.
      • If not, please explain how this was set up this way.
    • Are you the primary account holder on these accounts?
    • Are you getting any errors when you try adding these?

    Looking forward to your response!

    Quicken Alyssa

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  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod

    @LJDM,

    Just checking in, we haven't heard back from you in a while.

    Do you still need assistance?

    Thank you!

    Quicken Alyssa

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  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod

    Hello again,

    Checking in once more before this thread is closed.

    Let us know if you still need assistance.

    Thank you!

    Quicken Alyssa

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  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod

    Due to the lack of response, I went ahead and closed this post.

    If you still require assistance, please feel free to start a new post.

    Thank you!

    Quicken Alyssa

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This discussion has been closed.