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Posted by C. Mundi on November 26, 2006, 10:47 am
Please log in for more thread options Tony,
I'm also pretty unimpressed with Ameritrade statements. They are far
more complex than necessary. But they do make sense after a while and
I have to believe that many people have figured out how to use them
with Quicken. I'll try the other side of the equation as you suggest.
Thanks,
CM
Oilcan wrote:
> There is an assumption that Quicken is the problem. It might be on the
> Ameritrade side. I no longer transact busness with Ameritrade (I did
> not like statement presentation - my choice), but experience with
> E-Trade was the same. Somewhere later (after several calls - and
> several months) my balances do tie. In my case I deposited stock
> certificates which was not reflected in one deposit, but yet in another
> it was fine.
>
> Have you called Ameritrade's Support Desk and have you gotten through
> to someone beyond first level support? The more detail you can provide
> them on why it is off by 15% the better they can help you.
>
> I really don't think in upgrade to 2007 will resolve your problem. I
> would still tackle this within your version.
>
> I am using Q2007P btw....
>
> Tony
> C. Mundi wrote:
> > I'm a mostly happy user of Quicken 2005. I'm considering upgrading to
> > 2007. Before I upgrade, I'd like to know if there is any hope of
> > Quicken handling my Ameritrade brokerage account correctly.
> >
> > I've pretty much given up tracking securities in Quicken, at least for
> > my Ameritrade account. Quicken consistently finds ways to screw it up
> > to the tune of 15% or more. Automatic download starts off with the
> > wrong balances right off the bat. I have even deleted the account, set
> > it up entirely by hand, and then watched as the very first online
> > update messes up the balance. Surely I am not the only frustrated
> > user. Any pointers?
> >
> > Thanks.
> > CM
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