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

JFKall
JFKall Quicken Windows 2017 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?

Answers

  • NotACPA
    NotACPA Quicken Windows Subscription 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 February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

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