I just changed brokers and had my IRA investments added to quicken. I didn't receive any of the lots and would like to update that in my new account. Please help
If you want to see lot-level detail of your investments and they didn't show up with your initial download, or maybe you're running this Account in manual mode, then one way of getting this information into Quicken is to use a series of ADD actions, one for each lot. For each lot you fill out the information required - Investment name, number of shares, cost basis, date of acquisition - and click "enter." And you keep doing that for all investments and all lots until you're done.
The total basis information for each investment should agree to what the broker is displaying.
@AndyLeas if you had your IRA account in Quicken before you transferred the account to the new brokerage, you may want to have a look at this FAQ:
