Need help on linking investments to financial institutions. Anyone near Montrose, CO?

Anyone near Montrose, CO that can help?


  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
    What financial institutions?  We can look them up to see if they support Q.
    What specific problems are you having.  We can usually help with that also.
    And, lastly, what BUILD of Q are you running?  Do HELP, About Quicken for this info.

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