Request Quicken Add a Financial Institution
Casablanca
Quicken Mac Subscription Member ✭✭✭
While setting up QFM, I noticed that some of our financial institutions are not listed, i.e., Transamerica (TRS Retire 401k: Wife) and Employee Retirement System of Georgia (Pension: Me). These accounts were accessible in Mint. I'm moving everything over to QFM. Is there a way to request they be added to the list?
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Best Answer
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Hello @Casablanca,
In order to request financial institutions to be added to our bank list, your request would need to be made with the financial institutions directly.
You can review this support article for more information regarding this topic.
I hope you find this information to be useful to you!-Quicken Anja
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Answers
-
Hello @Casablanca,
In order to request financial institutions to be added to our bank list, your request would need to be made with the financial institutions directly.
You can review this support article for more information regarding this topic.
I hope you find this information to be useful to you!-Quicken Anja
Make sure to sign up for the email digest to see a round up of your top posts.5 -
@Quicken Anja...Thanks for your response! I will look into this with those FI's.1
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No problem!
-Quicken Anja
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