How do I download a stock portfolio in "Wealth Access" to Quicken 19?

GrandPaJack

The manager of our stock portfolio has recently moved our stock portfolio into "Wealth Access" - Wealth Management, Nashville, TN. -  Any help or advice on how to import it and the accompanying transactions into Quicken?

Rocket J Squirrel

This financial institution does not appear to support downloading into Quicken. Searching their web site for Quicken fails. I can only suggest contacting the FI and asking if they offer any mechanism for Quicken downloads.

Rocket J Squirrel

This financial institution does not appear to support downloading into Quicken. Searching their web site for Quicken fails. I can only suggest contacting the FI and asking if they offer any mechanism for Quicken downloads.