QWin 2015 Premier: How do I import my Brokerage downlod for my Ally financial institution into 2015
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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
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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 list0 -
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&DIRECTQ user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP0 -
Upon further investigation, Ally Bank themselves have answered the question:
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP0
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