how can I connect to fin companies that hold shares in trust for a client
JFKall Member ✭
edited January 2022 in Download, Add/Update Accounts (Windows)
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?
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 VP0
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