Hi Mark,
I am having some trouble with asset types not updating correctly. I have multiple 529 accounts with same provider in the following structure. When I am at the Master or submaster level and I update the asset type, I noticed it did not cascade down to all of the sub accounts. All accounts have the same investments in them and the ticker symbols update successfully when downloaded. The only way I can get the asset types to update in these accounts are if I update the asset types update them while in the lowest level of the structure below. Then it works as expected though that is an awkward way to do this. Thoughts? What can I provide you to help troubleshoot this?
Master
__Sub Master
___Person 1
______529 Account
___Person 2
______529 Account
______529 Account
___Person 3
______529 Account
______529 Account
___Person 4
______529 Account
Jason