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How do I change the default website of a brokerage firm to the website I need

rlee343

I want to open a brokerage account but the website embedded in the Quicken software when I try to open the account is not the website I need. How do I change the default website in the Quicken template to the website I need.

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Accepted answers

Quicken_Tyka

Hello @rlee343

Thank you for the response and for providing additional details.

Quicken maintains a list (which you can view by clicking here) of the financial institutions that support online services with Quicken. If you would like to add an account to Quicken, the financial institution needs to be available in the bank list.

There is no option to edit the website or manually add an option to the bank list.

Please take a moment to review the steps and information available here.

If the financial institution is still unavailable in the bank list after completing the above steps, the financial institution is unsupported. If you want Quicken to be supported, you will need to contact your financial institution directly and tell them you'd like to download your accounts into Quicken.

Thank you,
-Quicken Tyka

All comments

Frankx

Hi @rlee343,

If you can give us a little more information, it will allow us to help you.

When you said:

I want to open a brokerage account

Are you saying that you are trying to "open" an existing account in the Quicken program, or are you saying that you want to start or establish a NEW account with a brokerage firm?

Also - which Brokerage firm are you talking about - we'll need a name.

Get back to us. Thanks.

Frankx

rlee343

Frank

Thank you for your response. I am sure my initial question was confusing. I hope this will help clarify things.

I have an account with the financial manager who uses TD Ameritrade, however when I access my account I do not use the www.tdameritrade.com website. I use a different website provided by TD Ameritrade. The investment template in Quicken defaults to tdameritrade.com and I cannot find an "edit" button to change it.
I am trying to open a new investment account using the 2nd website to download transactions and daily fluctuations.

Thank you Bob

Quicken_Tyka

Frankx

Hi again @rlee343,

Thanks to @Quicken_Tyka for providing the additional information that will help you to determine whether you'll actually be able to download data, including transactions, directly into Quicken.

I am not familiar with "financial relationships" with brokers/financial advisors who "use a different website provided by TD Ameritrade", so I am sorry that I don't know whether you'll be able to ultimately download transactions. However, I believe this is a question that you should ask your financial advisor. If he/she is, in fact, using TDAmeritrade (a well-known brokerage firm) I would hope that the fact that your are using an "intermediary" to apparently effect transactions would not prevent your downloading of transactions from your account. If the answer is "no", I think reasonable follow-up questions would include "Why not?" and perhaps - "In whose name is the account titled?"

Sorry I can't be more helpful.

Let us know if you have any further questions.

Frankx

Ps56k2

rlee343 said:
I have an account with the financial manager who uses TD Ameritrade, however when I access my account I do not use the www.tdameritrade.com website. I use a different website provided by TD Ameritrade.

What is that other website - ?
We can look for it and see if Quicken has a "relationship" with them...
Did you try the usual... Quicken --> Add Account --> pick from list ?

Can you log into that online website and access your accounts ?
If you can - is there an icon or menu to "download" your transactions - ?