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?

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.