Loved Investments

KQ

Hello folks - I'm attempting to link / connect my accounts with the FI named Loved Investments. Has anyone had experience working with this bank. 

This brokerage is much like Robinhood and I have 3 accounts total, since it offers great Custodial options for kids under 18.

Their website defines states " Brokerage services are provided to Loved by Apex Clearing Corporation."

Does that help ring a bell with anyone. Their website is https://www.loved.com/

Chris_QPW

I don't see them listed in the financial institution list, so unless they go by another name, they are supported at this time:
https://ofx-prod-filist.intuit.com/qw2800/data/fidir.txt

KQ

Right - I didn't see them as well. So, what's the next step to have them added?

NotACPA

You need to bug Loved Investments to get them to sign the contract with Q./Intuit.

Downloads are only available from Financial Institutions that have signed the contract.

KQ

As it just so happens, I have the CEO's ear right now.
He's asked me for feedback and I need to give him as much detail as possible at one time, in one message.

Where can he get this contract and who would he need to contact @ Quicken. 

I need whatever type of documentation available to help get this done while he's trying to make changes to their platform.

We probably have a short window to get this in - and I sure would like to do it right the first time.

Thanks.

Kenneth

Quicken_Tyka

Hello @KQ

Thank you for the response and the additional details. Financial institutions seeking to support Quicken will want to visit the link below.

https://www.intuit.com/partners/fdp/implementation-support/ofx/

I hope this helps to clarify!

-Quicken Tyka

Chris_QPW

Chris_QPW said:

I don't see them listed in the financial institution list, so unless they go by another name, they are supported at this time:
https://ofx-prod-filist.intuit.com/qw2800/data/fidir.txt

EDIT:  Typo, it should have been:   .... they are NOT supported at this time.