Who decides which investment companies Quicken can access on-line?

Paul24 Member ✭✭
Does my investment company have to do something to let Quicken access accounts or is it Quicken that has to do something- or both?


  • jacobs
    jacobs SuperUser, Mac Beta Beta
    Each financial institution needs to sign an agreement with Quicken. In some cases, there is no cost involved; in some cases, there is a fee paid to Quicken (and/or Intuit, the former parent company of Quicken, which handles the actual connectivity). Quicken on its own cannot decide which financial institutions it connects to.
    Quicken Mac Subscription • Quicken user since 1993
  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
    Jacobs' reply also applies, in it's entirety, to QWin.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • UKR
    UKR SuperUser ✭✭✭✭✭
    edited July 2019
    AFAIK, the US or Canadian bank or brokerage should contact this group to start the ball rolling:

    Intuit OFX Connectivity Group (OCG)

    Go to FI.Intuit.com for more information.

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