One of my Robinhood accounts does not get downloaded

Question

Using Quicken Premier Classic on Windows. Added Robinhood. Got it download (1)Investment Account and (2)IRA account. BUT my Roth IRA account doesn't get detected or downloaded. Does anyone have any ideas on why?

Quicken Carlos · Answer

Hi @harshmellow,

Thanks for your reply and for answering the questions above. Based on the information you shared, I have a few additional questions:

* Are the other accounts you were able to add also Roth IRA accounts, or is the missing account the only Roth IRA?
* Has the missing Roth IRA account had any activity within the last 90 days? If so

If the account has had recent activity, then due to the nature of the missing account issue, I suggest to contacting Quicken Support  for further assistance. They can guide you through additional troubleshooting steps in real time or escalate the case if necessary.

Phone support is available Monday through Friday, from 5:00 AM PT to 5:00 PM PT.

Chat support is available during the same hours, 7 days a week.

For the incorrect balance on the accounts, let me ask you a couple of questions:

* Is the number of shares shown in Quicken the same as what is displayed on the financial institution’s website?
* Have you checked whether the account contains any placeholders?

You can check for placeholders at the bottom of the account register. If placeholders are present, I recommend resolving them by entering the missing information.

You may also review our support article for additional guidance:

https://info.quicken.com/win/how-do-i-resolve-placeholder-entries

I look forward to your reply.

harshmellow · Answer

Hi @Quicken Carlos

I recently switched to Quicken Classic from Quicken Simplifi - so, I'm in the process of setting everything up. Here are the answers to your questions:

* No error code
* The account is not detected - meaning - When I initially connected with Robinhood, 3 out of 4 accounts were picked up. The 4th one didn't show on the list at all - if it's relevant, this missing account is a Roth IRA account. Therefore, now my account list within Quicken still has this account missing.
* Quicken file is located in my local C:\Users\<username>\Documents.

Also if you can help - The account balances are not showing correctly - especially for Options positions. Quicken multiplies the # of options x 100 shares / option x price of underlying. HUGELY inflating the account value. (I wish Quicken was right ;-) but it's not).

Pls let me know if you'd like any more info to troubleshoot further.

Thx!

Quicken Carlos · Answer

Hi @harshmellow,

Thank you for reaching out to the Quicken Community, and I appreciate you bringing this to our attention.

After reviewing internally, I can see that the accounts are currently showing a “Status: OK.” However, I’d like to gather a bit more information to better understand what you’re experiencing so we can troubleshoot this effectively.

Could you please clarify the following:

* Are you receiving any error code after running One Step Update?
* When you mention that the account “doesn’t get detected,” does this mean:* The account is already connected but shows Completed without downloading any new transactions?

* Where is your Quicken data file currently located?

To check the file location, please open Quicken and go to File. At the bottom of the menu (just above the Exit option), you’ll see a check mark next to the active file. Kindly share the full file path shown there.

Once I have this information, I’ll be able to guide you toward the most appropriate next steps to help narrow this down

I look forward to your reply.