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

montrose
Quicken Windows 2017 Member
Answers
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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 VP0
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