Which online brokerages can download transactions immediately vs. end-of-day?

jmatch5280
jmatch5280 Quicken Windows Subscription Member ✭✭
in Investing (Windows)
Is there a list of which brokerages can download immediately (like Schwab) vs. end-of-day (like TdAmeritrade)?

Answers

  • Sherlock
    Sherlock Quicken Windows Subscription Member ✭✭✭✭
    There is no such list.  Note: It is brokerage that determines when the transactions are available to be imported into Quicken. 
  • jmatch5280
    jmatch5280 Quicken Windows Subscription Member ✭✭
    Thanks. Can any other users offer their experience? My 2 data points are: Schwab (immediate) and TdAmeritrade (end-of-day).
  • splasher
    splasher Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Edward Jones is next day.

    -splasher using Q continuously since 1996
    - Subscription Quicken - Win11 and QW2013 - Win11
    -Questions? Check out the Quicken Windows FAQ list

  • Mark1104
    Mark1104 Member ✭✭✭✭
    Vanguard is next day

    curious why 'next day' is not good enough? Quicken is a financial analysis tool, not a day trading tool (there is a 15 minute delay on prices)
  • jmatch5280
    jmatch5280 Quicken Windows Subscription Member ✭✭
    I like to update an investment spreadsheet from Quicken data each afternoon, and am spoiled by Schwab.

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