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Quicken Classic for Windows
Investing (Windows)
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?
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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.
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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.
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