RickO said: UKR said: If I need to transfer money between my brokerage account and my local Credit Union checking account, I've never been able to use Quicken to initiate the transfer.However, my brokerage supports Intra-bank Transfers both ways, from brokerage to CU and also from CU to the brokerage. Assuming that the brokerage and CU are different financial institutions, that would be an inter-bank transfer, not an intra-bank transfer. Quicken has never supported initiating inter-bank transfers TMK.
UKR said: If I need to transfer money between my brokerage account and my local Credit Union checking account, I've never been able to use Quicken to initiate the transfer.However, my brokerage supports Intra-bank Transfers both ways, from brokerage to CU and also from CU to the brokerage.