BNY Mellon-Pershing Sync Issues
I have several accounts with Personal Capital who uses Pershing as their clearing broker. I've had some sync issues recently (Quicken has received data that doesn't have an account in Quicken) which I attempted to resolve by deleting the accounts and re-adding them. After multiple attempts, I have the 3 accounts added and syncing. However, the balances are off from what shows on Pershing's site. Moreover, when adding them, a bunch of securities come to Quicken without cost info, creating hundreds of placeholders. A Quicken support person said it was a Pershing issue, which doesn't make any sense. I've now contacted both and am directly in the middle. Wonder if anyone else has experienced this and how I can make Quicken Support aware of this issue since it seems pretty clear it's a sync issue with the way Quicken is downloading info from Pershing.
This discussion has been closed.