Best Brokerage integration with Quicken

Question

What is the best Broker with Quicken (information, integration, support)?  I am considering changing brokers (considering TDAmeritrade and Vanguard and Swab).  Any comments or experience could be appreciated.

GeoffG · Accepted Answer

I have found Vanguard to be very reliable with updates to Quicken. Cannot comment on the other two you listed.

Greg_the_Geek · Accepted Answer

Another vote for Vanguard.

Jim_Harman · Accepted Answer

Vanguard is trouble-free, especially if you still have legacy mutual fund only accounts.

Vanguard brokerage accounts are the only type that is available for new accounts. These are OK too, but I do have to edit the downloaded transactions if mutual fund dividends are sent to another fund rather than reinvested or sent to the default Federal Money Market settlement fund.

mshiggins · Accepted Answer

I would consider more than just integration with Quicken when selecting a brokerage. It might also help to get a more specific recommendation if you mention why you are unhappy with your current brokerage and what types of trading you typically do.

I've  had accounts with Ameritrade (or their predecessors) since 1999. I don't trade often, occasionally buying dividend paying stocks, and the bulk of my transactions are dividend reinvestment with occasional corporate actions.  Ameritrade performs flawlessly with the buys, sells, and reinvestments. They are adequate on the corporate actions.