Support for Wealthfront investment accounts?

Eric Hawley
Eric Hawley Member ✭✭
edited October 2021 in Download, Add/Update Accounts (Mac)
Quicken recently started accepting "quicken connect" connections from wealthfront.com (using "app specific passwords") but only loan and cash accounts show. Has anyone had luck getting quicken to see investment accounts? Third party aggregators [Removed - Solicitation] work fine with all wealthfront account types using the same credential.
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  • Quicken Anja
    Quicken Anja Moderator mod
    Hello @Eric Hawley,

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

    Investment accounts generally require a Direct Connect connection in order to successfully download. If Direct Connect is not offered as a connection method, then most likely this would indicate that the financial institution does not support Investment account downloads for Quicken.

    I recommend that you also contact the financial institution directly to confirm this.

    Thank you!

    -Quicken Anja
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