New IRA Became Brokerage

cuttermilw Member ✭✭

April 2019 in Investing (Windows)

I've recently upgraded to Quicken 2019 and had to add a bunch of American Funds accounts

In previous versions, SIMPLE IRA was an option. Now, there's only IRA. My old accounts still say SIMPLE, the new ones are labeled as a regular IRA.

Also, even though I selected IRA, the accounts came in as brokerage and I had to change them all. Is that a Quicken thing or Am Funds?

0

Best Answer

• 

  Sherlock Quicken Windows Subscription Member ✭✭✭✭

  April 2019 Answer ✓

  The SIMPLE IRA is still an option.  The type of IRA is chosen when the owner of the account is identified using the Advanced Setup wizard: 
  
  
  
  
  

  6

Answers

• 

  Sherlock Quicken Windows Subscription Member ✭✭✭✭

  April 2019 Answer ✓

  The SIMPLE IRA is still an option.  The type of IRA is chosen when the owner of the account is identified using the Advanced Setup wizard: 
  
  
  
  
  

  6

This discussion has been closed.