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Anyone know how to add a TastyWorks account?

I have a Brokerage Account with Tastyworks. I can't figure out how to connect it. 

Answers

  • Hello @Hotmail Address

    Thank you for reaching out on the community and telling us about your issue. I do apologize for the issue you're having. I was taking a look to see if Tastyworks was an option and it does not look so. In order to have your broker added to Quicken you'll need to contact them to request for it to be added to Quicken. Another thing as well is since it's a brokerage account they'll generally need to have a direct connect option as well where Quicken downloads from their servers. I'll leave more information down below as well. I do apologize for an inconvenience this has caused.

    https://www.quicken.com/support/how-quicken-connects-your-bank

    https://www.quicken.com/support/what-do-if-my-bank-not-listed-quicken-or-if-my-bank-was-recently-added-quicken

    Thanks,

    Quicken Francisco


  • Ps56k2
    Ps56k2 SuperUser ✭✭✭✭✭
    edited February 6
    It does not appear that TastyWorks has contracted with Quicken,
    as I don't see their name listed as avail for online access.
    You would have to setup a "manual" account and enter transactions manually.
    A friend pointed me at TastyTrade - and suggested I get into - Options -
    I enjoy the emails... but still not into that world.... have watched the videos.
    Quicken 2020 Deluxe - Subscription - Windows 10
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