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

Paul24

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

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Comments

jacobs

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.

NotACPA

Jacobs' reply also applies, in it's entirety, to QWin.

UKR

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.