Why does the brokerage balance not match?
In June 2021 My employer changed the brokerage for the 401k plans, from Wells Fargo to Principal. I was set up for automatic transaction downloads with Wells Fargo to Quicken. When the new handler took over I set this up again. Individual transactions were being listed. Account history back to 09/2014 transferred initially. Since day one the account balance showing in Quicken is 200k more than that showing on the principal website. If I delete the account in Quicken I am concerned the history will be lost. Should I make a 'one time' "adjustment"?
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