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Can Quicken download transactions from my investment portfolios?

WWaite

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

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smayer97

What specific version did you upgrade from?

WWaite

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

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?

WWaite

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

Hello @WWaite

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

https://community.quicken.com/discussion/comment/20062917#Comment_20062917

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

Please let us know!

-Quicken Tyka