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QWin 2015 Premier: How do I import my Brokerage downlod for my Ally financial institution into 2015

Unknown
Unknown Member
edited October 2018 in Investing (Windows)
How do I import my Brokerage download for my Ally financial institution into 2015 Quicken Premier R13? The information downloads to but the file will not import to the brokerage account that I have set up. I can manually enter the data but there is to much of it do that. I am using windows 10

Comments

  • mshiggins
    mshiggins SuperUser ✭✭✭✭✭
    edited July 2017
    What type of file are you downloading from your financial institution? QFX? What happens when you try to import the file? Do you get an error?
    Quicken user since Q1999. Currently using QW2017.
    Questions? Check out the  Quicken Windows FAQ list
  • NotACPA
    NotACPA SuperUser, Windows Beta Beta
    edited October 2018
    What are you using as the name of your financial institution?  Because I can find NO "Ally Financial" in the list of participating banks/cards/brokerages.

    02780    02780    02780    Ally Credit Card    https://www.ally.ccservicing.com/CCServicing/Login.do?promoCode=ALLY    1-888-961-2559    https://www.ally.ccservicing.com/CCServicing/EnrollStep1.do    ACTIVE         CREDIT&WEB-CONNECT         CREDIT,ACCOUNTINFO&EXP-WEB-CONNECT    NOT_QBP    NA

    06157    06157    06157    AllyBank    http://www.ally.com    1-877-247-ALLY    http://www.ally.com    ACTIVE         BANKING&WEB-CONNECT         BANKING,CREDIT,ACCOUNTINFO&EXP-WEB-CONNECT    NOT_QBP    NA


    And, the ones that I did find that resemble that name don't seem to include Investments.  For example, here's the info for Fidelity Investments:

    07776    07776    07776    Fidelity Investments    http://www.Fidelity.com    (800) 544-7931    http://personal.fidelity.com/misc/partners/quicken/disclaimer.shtml    ACTIVE    ACCOUNTINFO,INVESTMENT&DIRECT              
    Q user since DOS version 5
    Now running Quicken Windows Subscription,  Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • NotACPA
    NotACPA SuperUser, Windows Beta Beta
    edited October 2018
    Upon further investigation, Ally Bank themselves have answered the question:

    image
    Q user since DOS version 5
    Now running Quicken Windows Subscription,  Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
This discussion has been closed.