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Loved Investments

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/
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
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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/0 -
Right - I didn't see them as well. So, what's the next step to have them added?
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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 VP0 -
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.Kenneth0 -
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~~~***~~~0 -
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
Signature:
(I'm always using the latest Quicken Windows Premier subscription version)
This is my website: http://www.quicknperlwiz.com/0