Eagle Securities/A New York Life Company

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

Answers

  • Greg_the_Geek
    Greg_the_Geek SuperUser, Windows Beta ✭✭✭✭✭
    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
    Quicken Subscription HBRP - Windows 10
  • Frank DeMello
    Frank DeMello Member ✭✭
    Thank you. Did it come up in Quicken? I don't see it
  • Greg_the_Geek
    Greg_the_Geek SuperUser, Windows Beta ✭✭✭✭✭
    You can open and search C:\ProgramData\Quicken\Inet\Common\Localweb\Banklist\2019\FIDIR.TXT for supported Financial Institutions.
    Quicken Subscription HBRP - Windows 10
  • Frank DeMello
    Frank DeMello Member ✭✭
    edited June 2019
    Thank you but I'm still unclear on how to add this account in Quicken...
  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    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.
    QWin Premier subscription
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