how can I connect to fin companies that hold shares in trust for a client

I have an account with Sharehold online and Broadridge fin svcs. I've tried to setup to automatically pull the info but I cannot make it work. Has anyone been successful with Broadridge connections?

Answers

  • NotACPA
    NotACPA SuperUser ✭✭✭✭
    Broadridge doesn't appear in FIDIR.TXT (there's one on your computer also).  This is the list of FI that have signed contracts with Q/Intuit to provide download into Q and QB.
    Q can do nothing to change this.
    Lobby Broadridge to get them to contact Q/Intuit and sign the contract.
    Q user since DOS version 5
    Now running Quicken Windows Subscription, Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
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