nav[aria-label="Primary Navigation"] { padding: 0; & ul { list-style: none; width: 100%; display: flex; flex-direction: row; justify-content: start; align-items: start; gap: 30px; padding: 0; & li { margin: 0; } & ul li { list-style: none; } } }

OSAIC EQUIPT help

Marcopolo

I have had an OSAIC/equipt downloading succesfully in an IRA, but my new Roth conversion still does not show up when I try to add the account. OASIC said to ask Quicken; all account settings are set the same on the OASIC account.

Please help. Thank you.

[Edited - Readability]

Find more posts tagged with

Online Banking

Windows

Accepted answers

All comments

NotACPA

Which Q product are you running? What BUILD of that product? What's your "subscription valid until" date?

This info is at HELP, About Quicken.

When you do TOOLS, Account List … what shows in the "Transaction Download", "Last Download" and "Financial Institution" columns next to each of your OSAIC accounts?

Marcopolo

R69.53

BUILD 27.1.69.53

MARCH 22,2027

WINDOWS 11 HOME

Sceptic

@Marcopolo if the Roth IRA was opened recently, it sometimes takes the financial institution 24 to 48 hours to process and get the account information on the Quicken data feed.

Marcopolo

Yes sir. Opened 2 months ago with first trades posting on 10/16/2026.

Marcopolo

YES Direct Connect OSAIC equipt Pershing for IRA

Not available for Roth

Marcopolo

I have a case number with OSAIC/equipt and my investment firm's IT is looking at it. They both asked me to ask here. Thank you.

Quicken Laura

Hi @Marcopolo,

Thank you for reaching out, sharing your experience, and providing the additional information requested by @NotACPA and @Sceptic to help narrow down the issue. I appreciate you taking the time to answer their questions.

Based on the nature of the issue and the information provided by Osaic Support, I'd recommend contacting Quicken Support for further assistance. Their team has access to advanced troubleshooting tools and can guide you through additional steps or escalate the issue for further investigation if needed.

You can find the Quicken Support phone number here: Support Home | Quicken. Phone support is available Monday through Friday, from 5:00 AM PT to 5:00 PM PT.

I apologize that I could not provide a more direct solution, but please don’t hesitate to reach out again if you have any other questions.

Marcopolo

I did. They did not help.

Marcopolo

I have the transcript…very shocking to me as a Quicken user since 1995, how they said it was not anything they could help with.

Noodlemomma

I am having the exact same issue.

Marcopolo

I will let you know if I find a solution

Noodlemomma

The solution they gave me was to deactivate the accounts, remove institution and account info from general tab and then go to 'add account' to reconnect. This did not work. Still only have my traditional IRA, not my Roth.

Quicken Kristina

Thank you for your replies,

I checked your interaction with Support @Marcopolo. They recommended that you contact the financial institution directly for assistance because the issue appears to be on the financial institution's servers. Were you able to contact the financial institution?

@Noodlemomma,

Thank you for sharing your experience. Was it the financial institution or Quicken Support that recommended that remedy? What happened after it didn't work? Were you still with them via phone/chat, or was it something they suggested before ending the interaction? If you contacted Quicken Support, do you have the ticket number handy?

Thank you!