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how do I get my investment holdings from Edward Jones Canada into quicken
Mel
Member ✭✭
I'm having trouble finding an easy way to download Edward Jones CSV , or Excell file into my investments in Quicken. (Removed-Off Topic)
0
Best Answer
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Hello Mel,
Thank you for taking the time to visit the Community to post your issue, although I apologize that you haven't received a response.
At this time Quicken doesn't offer the ability to import transactions via CSV file.
If the financial institution is not available when adding the account to Quicken, this means that they are not a participating financial institution and the account will need to be tracked manually.
https://www.quicken.com/support/what-do-if-my-bank-not-listed-quicken-or-if-my-bank-was-recently-added-quicken
I apologize for not having better news.
-Quicken Tyka
~~~***~~~5
Answers
-
Hello Mel,
Thank you for taking the time to visit the Community to post your issue, although I apologize that you haven't received a response.
At this time Quicken doesn't offer the ability to import transactions via CSV file.
If the financial institution is not available when adding the account to Quicken, this means that they are not a participating financial institution and the account will need to be tracked manually.
https://www.quicken.com/support/what-do-if-my-bank-not-listed-quicken-or-if-my-bank-was-recently-added-quicken
I apologize for not having better news.
-Quicken Tyka
~~~***~~~5