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Quicken Classic for Windows
Download, Add/Update Accounts (Windows)
how can I connect to fin companies that hold shares in trust for a client
JFKall
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?
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NotACPA
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.
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