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Quicken Classic for Windows
Investing (Windows)
Eagle Securities/A New York Life Company
Frank DeMello
Is anyone able to link/dowload an account from Eagle Securities? I believe they use Envestnet as an aggregator. Although it seems to be avail in Mint I do not see any of these organizations available for an investment account in Quicken
Thank you
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Greg_the_Geek
There is no listing for Eagle Securities in FIDIR.TXT. Here's the only one for Envestnet.
Advisor Enterprise - Client Access
https://nfp.envestnet.com/secure/login/nfp.jsp N/A https://nfp.envestnet.com/secure/login/nfp.jsp ACTIVE
BANKING,ACCOUNTINFO&EXP-WEB-CONNECT NOT_QBP NA
Frank DeMello
Thank you. Did it come up in Quicken? I don't see it
Greg_the_Geek
You can open and search C:\ProgramData\Quicken\Inet\Common\Localweb\Banklist\2019\FIDIR.TXT for supported Financial Institutions.
Frank DeMello
Thank you but I'm still unclear on how to add this account in Quicken...
Jim_Harman
Your original question was how to link and download from Eagle Securities. The answer is, you can't.
You can add the account and enter the transactions yourself if you want. Go to Tolols > Add Account > Brokerage, click on Advanced Setup at the bottom and follow the instructions there.
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