Pershing LLC

System
System Member admin
edited January 2022 in Investments (Windows)
This discussion was created from comments split from: CC-501; USBank, Citi Card, Target.

Comments

  • niederl
    niederl Member ✭✭
    PURCHASED A NEW SECURITY AND CANT DOWNLOAD FROM PERSHING LLC
  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    OK, some more details would be helpful. There is no need to type in ALL CAPS. 

    Are you able to set up the account with Pershing in Quicken?

    If so, have you been able to download transactions from Pershing in the past?

    When did you purchase the security? Sometimes it takes a couple of days for transactions to clear and download.

    Do you get an error message when you try to download the transactions? If so, what is it?
    QWin Premier subscription
This discussion has been closed.

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