I recently transfered a 401k plan from a previous employer to a Scottrade traditional direct rollover account. I added the account into Quicken (2004 Premier Home & Business) and tried downloading. The cash balance is not transfering into Quicken. I have not made any stock or mutual funds purchases in Scottrade as of yet. Could I be adding this account incorrectly into quicken? If I add it as a retirement account It doesn't give me the option to create a cash account.
If I add it as a standard brokerage account it gives me the option to create a cash account but it still doesn't update the cash balance from the download....can anyone help?...tia...Fred