Loved Investments

KQ
KQ Member, Windows Beta Beta
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/

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Answers

  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    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

    Signature:
    (I'm always using the latest Quicken Windows Premier subscription version)
    This is my website: http://www.quicknperlwiz.com/
  • KQ
    KQ Member, Windows Beta Beta
    Right - I didn't see them as well. So, what's the next step to have them added?

  • NotACPA
    NotACPA SuperUser, Windows Beta Beta
    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.
    Q user since DOS version 5
    Now running Quicken Windows Subscription, Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • KQ
    KQ Member, Windows Beta Beta
    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
    Quicken_Tyka Alumni ✭✭✭✭
    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 Member ✭✭✭✭
    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.
    Signature:
    (I'm always using the latest Quicken Windows Premier subscription version)
    This is my website: http://www.quicknperlwiz.com/
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