List of Financial Institutions that can be accessed by Quicken

Is there a list of what financial institutions Quicken can access information from ? I had an old version but stopped using it because it could not access some of the ones I use.

Answers

  • splasher
    splasher SuperUser ✭✭✭✭
    The only completely accurate list is in the FIDIR.txt file that a current installaiton of Quicken has.
    Since you don't have a current version, provide a list of FIs and we can show you the information in the file. 
    Are you talking about Windows or Mac, the list maybe different?
    -splasher  using Q since 1996 -  Subscription  -  Win10
    -also older versions as needed for testing
    -Questions? Check out the  Quicken Windows FAQ list
  • Jack63SS
    Jack63SS Member ✭✭
    The companies I am interested in are:

    Fidelity
    NetBenefits.Fidelity (not the same above)
    Computershare
    Commonwealth Financial Network

    and also

    Bank of America
    Avidia Bank
    Citizens Bank

    Thanks. I might suggest they publish that list though, as I would hate to buy the product and then find out the companies I use are not supported.
    Jack
  • splasher
    splasher SuperUser ✭✭✭✭
    edited February 26
    [removed by splasher]
    -splasher  using Q since 1996 -  Subscription  -  Win10
    -also older versions as needed for testing
    -Questions? Check out the  Quicken Windows FAQ list
  • splasher
    splasher SuperUser ✭✭✭✭
    edited February 26
    [removed by splasher]
    -splasher  using Q since 1996 -  Subscription  -  Win10
    -also older versions as needed for testing
    -Questions? Check out the  Quicken Windows FAQ list
  • splasher
    splasher SuperUser ✭✭✭✭
    Fidelity, BankOfAmerica - definitely
    There are numerous Citizen Banks, so maybe.
    I read of users having trouble with NetBenefits, but I can't confirm.

    06723 06723 06723 Avidia Bank - CIB https://www.avidiabank.com/ 978-562-2222 https://cibng.ibanking-services.com/cib/CEBMainServlet/Login?FIORG=302&FIFID=211370529 ACTIVE BANKING&WEB-CONNECT BANKING,CREDIT,ACCOUNTINFO&EXP-WEB-CONNECT NOT_QBP NA

    Could not find Computershare or Commonwealth Financial Network.

    Quicken.com has a 30 day refund policy, you could buy it, try it and get a refund if it doesn't handle enough of your FIs.
    -splasher  using Q since 1996 -  Subscription  -  Win10
    -also older versions as needed for testing
    -Questions? Check out the  Quicken Windows FAQ list
  • splasher
    splasher SuperUser ✭✭✭✭
    Jack63SS said:


    Thanks. I might suggest they publish that list though, as I would hate to buy the product and then find out the companies I use are not supported.
    Jack
    They do have a list, but as I stated the "only completely accurate list" is file.  The service provider for downloads is Intuit and that list on a website has never really been kept up to date.
    -splasher  using Q since 1996 -  Subscription  -  Win10
    -also older versions as needed for testing
    -Questions? Check out the  Quicken Windows FAQ list
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    One thing that hasn't been stated is if you intend to use Windows or Mac, and if this is for the US or Canada.  The list is different when you take these into consideration.
    Signature:
    (I'm always using the latest Quicken Windows Premier subscription version)
    This is my website: http://www.quicknperlwiz.com/
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    BTW for Quicken Windows US, I checked the local list against this online list and the online one was one version back (new is 16158, old 16157)
    https://ofx-prod-filist.intuit.com/qw2800/data/fidir.txt









    It is interesting that they updated a zzz- entry, since zzz- means that they have obsoleted that entry and it shouldn't be used.
    Signature:
    (I'm always using the latest Quicken Windows Premier subscription version)
    This is my website: http://www.quicknperlwiz.com/
  • Jack63SS
    Jack63SS Member ✭✭
    I went thru the list you sent me a link to. I found Fidelity, NetBenefits, Avidia, BOA and my Citizens. Commonwealth is actually under Investor360, so Computershare is the only one that won't work. There are links to Computershare, but they are not the right ones. So looks like this might work.
    Thanks
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