How to I connect to TD Ameritrade Institutional. It is not listed as a brokerage.
I am trying to set up downloading my updates from TD Ameritrade Institutional. This is where my financial advisor has his portfolios. TD Ameritrade is listed in quicken but the financial institution site is not. Website and passwords are different then normal TD Ameritrade. Quicken will not let you specify site you want to work with if not listed in their list.