Investment, insurance and annuity products are not FDIC insured, are not bank guaranteed, are not deposits, are not insured by any federal government agency, are not a condition to any banking service or activity, and may lose value.Ĭonsumer and commercial deposit and lending products and services are provided by TIAA Bank®, a division of TIAA, FSB. If you accept the entry and it's still not fixed, please give us a call at 86. QFX file again, or delete the unwanted transactions.Ĥ) TIAA Traditional placeholder messaging Opens pdf – TIAA Traditional requires you to accept a placeholder entry to adjust the daily balance when there is not an actual transaction to adjust the balance. How to fix it: Check your other account balances for accuracy, then either delete accounts with incorrect balances and download the.
How to fix it: Delete the account and download the Quicken (.qfx) file again.ģ) A TIAA account is linked to a non-TIAA account. How to fix it: Edit cash balance to zero and/or change the account type to 401(k)/403(b).Ģ) The ticker symbol and/or price may be incorrect. (Note: Directly-held mutual funds accounts should be set up as brokerage accounts.) This likely means your retirement accounts or an IRA was incorrectly identified in Quicken as a brokerage account. There are 4 primary reasons this could happen:ġ) Your account has a cash balance (positive or negative).
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