Investor 360 MAC

paul28

The data from Investor360 does not download or sporadically downloads pieces from the account. I've been working with the Quicken 'experts' who claim they are working with Investor360. It's been months, and there has been no appreciable progress. I'm not getting error codes. I've sent screenshots and log files several times. Nothing is moving to resolution. I'm having issues with three other institutions and Quicken. Investor360 has no issues with anything. [Removed-Disruptive]

[Edited-Readability]

Quicken Carlos

Hi @paul28,

After conducting internal research, I could not find any open escalation tickets related to Investor360.

To better understand the issue, I have a few questions:

• What connection type are you currently using?
  To confirm the connection type:
  Open the account.
  Click Settings.
  Select the Downloads tab.
• Where is your Quicken data file located?
• Are the missing transactions more than 90 days old?
• Has the sort order been changed in your account register?
  Please confirm that the register is sorted by Date. If it is not, click the top of the Date column in the account register.

I look forward to your reply!