Can Quicken download transactions from my investment portfolios?

I only get value changes based of my holdings as of the date I upgraded to Quicken Deluxe. It doesn't show transactions...


  • smayer97
    smayer97 SuperUser ✭✭✭✭✭
    What specific version did you upgrade from?

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  • WWaite
    WWaite Member
    I upgraded from Quicken 2015 for Mac to Quicken 2018 for Mac in May of 2018. This has been bothering me for almost a year and a half. Just getting around to this.
  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
    Where are your "investment portfolios" held?  Q can download from MANY bank/card/brokerages/fund-companies ... but not all.
    Also, when you do Quicken, About Quicken ... what does it show as your RELEASE and "Valid thru" date?

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

  • WWaite
    WWaite Member
    I have portfolios in 3 locations; LPL, TD Ameritrade and First Commonwealth. I know there is an issue with First Commonwealth due to their website configuration, but I would think that LPL and TD Ameritrade should sync.
    First Com is a bank and their website requires going to their home page, then pulling down a menu to get to their investment division and logging in from there.

    As for the info in About Quicken-
    Release : Version 5.14.2 (Build 514.31850.100)
    Valid until May 4, 2020
    I'm running MacOS Mojave v10.14.6
  • Quicken_Tyka
    Quicken_Tyka Alumni ✭✭✭✭
    Hello @WWaite

    There have been ongoing reports of issues when connecting to LPL, I have included the discussion below.

    Do you receive any errors when attempting to connect to TD Ameritrade?

    Please let us know!

    -Quicken Tyka
This discussion has been closed.