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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.