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Quicken Classic for Windows
Download, Add/Update Accounts (Windows)
One Step Update with LPL Financial Brokerage Account
jbvoit4
The Quicken express web connect option does not update with correct transaction identifications for my LPL brokerage account. All transactions are identified as withdrawals or deposits. I expected complete brokerage transaction information as obtained using express web connect with Vanguard, Charles Schwab and other financial institution brokerage accounts. Does Quicken support use of express web connect with LPL?
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Tom Young
"Does Quicken support use of express web connect with LPL?"
Yes it does:
11372 11372 11372 LPL Financial
http://www.lpl.com
1-800-877-7210
https://myaccountviewonline.com/AccountView/LogOn
ACTIVE INVESTMENT&WEB-CONNECT INVESTMENT&
EXP-WEB-CONNECT
NOT_QBP NA
You might want to try WEB-CONNECT to see if that works better.
To get Express Web Connect to work I think you'll have to contact Quicken Support
https://www.quicken.com/support/quicken-support-options
since this problem could be either on LPL Financial's end or on Quicken's end.
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