Cannot establish download to adviser client account

Jan G
Jan G Member ✭✭✭
edited January 2019 in Investing (Windows)
I have an adviser account through TD Ameritrade. I would like to be able to download transactions directly into my Quicken 2016 Premier but the only option appears to be a TD Ameritrade acount, which is NOT www.adviserclient.com. Any idea how I can set up an automatic download from the www.adviserclient.com site?

Comments

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited December 2018

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • SimonSezSo
    SimonSezSo Quicken Windows Subscription Member ✭✭
    edited December 2018
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