Setting up LPL investment account, error already used account name

John_L

Windows 11 pro 25H2

Quicken R66.28

Build 27.1.66.28

My wife just opened a retirement brokerage account at LPL. I went through authorization for access and validated it in a web LPL.com session. I have no other accounts at LPL in Quicken (I looked at all accounts and hidden… no LPL)

When I add the LPL account and go through their authentication, I get

I only add one and get:

I have never used an LPL account before, but it fails here. What do I do now?

Quicken Laura

Hi @John_L,

Thank you for reaching out and for outlining the steps you’ve already taken.

Have you tried renaming the account, for example, by removing or adjusting the existing identifier and updating the account number (such as using the last five digits instead of the last four)? If not, please give that a try and let me know how it goes.