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How do I manage and download transactions in an Equiniti Group plc investment account?

I have stock that is now managed by Equiniti Group plc, which was formerly Wells Fargo and prior to that Shareowners Online I think. How do I setup One Step Update for this account within Quicken so the transactions and account details will download and post in my desktop Quicken Premier. Note: I currently use Quicken Premier for Windows but this fall will be downgrading due to the new and broken Bill Payers lack of feature/functionality.

Answers

  • NotACPANotACPA SuperUser ✭✭✭✭✭
    A search of FIDIR.txt (which has a listing for each bank/card/broker/etc that has signed the contract with Q to provide downloads) didn't find Equiniti.
    Since Equiniti has declined to sign the contract, it isn't possible to download from them into Q.
    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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