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

Anyone near Montrose, CO that can help?
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Answers

  • NotACPA
    NotACPA SuperUser, Windows Beta Beta
    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 DOS version 5
    Now running Quicken Windows Subscription,  Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
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