Link Account for Direct Connect

This discussion was created from comments split from: "Don't Add to Quicken".


  • qafa
    qafa Member ✭✭
    I have the same issue. the account I want to download does not give me the option to download "Don't add to Quicken" and the fund that I don't want I am allowed to direct connect
  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
    OK, we're going to need a LOT more info in order to help you.
    • What type of account?
    • What Financial Institution holds this account?
    • What Q product are your running, what BUILD of that product, and what's your "Membership Valid thru" date?  This info can be found at HELP, About Quicken
    Q user since DOS version 5
    Now running Quicken Windows Subscription, Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP