Only one Linked brokerage account came through

Ruth Rossin's Avatar

Ruth Rossin

13 Jul, 2018 04:26 AM

I have two linked investment accounts with TDAmeritrade: One is an IRA and the other a TOD. I entered both separately under their own (different) account numbers. The TOD account downloaded fine, but it was called the IRA. I edited the account info and named it the TOD. No problem there. But the linked account - the IRA - which I re-created - will not download, throwing all my information off. The account list shows the IRA but there's no information listed.

Do I have to go to TDAmeritrade and unlink these accounts? Or is there some other way to make the IRA account show up in Moneydance.

And will the inestment accounts automatically update every day? .

  1. System closed this discussion on 12 Oct, 2018 04:30 AM.

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