Support account download for CapitalOne Investing

I have several accounts at United Income which was acquired by CapitalOne. They Apex as the clearing house.
It would be very convenient to be able to download these positions and transactions.
1
1 votes

Not Planned · Last Updated

Adding new financial institution support can only be done at the request of the financial institution.

Comments

  • Quicken Anja
    Quicken Anja Moderator mod
    edited September 2021
    Hello @MPN,

    Thank you for reaching out to the Community with your request.

    In order for a financial institution to support downloads to Quicken and to be added to our bank list, the request to be added would need to be made and submitted by the financial institution to our service providers. If you want Quicken to be supported, you will need to contact your financial institution directly and tell them you'd like to download your accounts into Quicken.

    I hope this helps! Thank you.
    -Quicken Anja