problem with iTrade accounts loading on to quicken

jackmeli
jackmeli Quicken Windows Subscription Member
edited March 2022 in All Things Canadian (Windows)
when I connected my Scotia iTrade banking info with Quicken, Quicken picked up ONLY my bank accounts and not my trading accounts. As I am only interested in using quicken for trading activity, this will not work for me unless you can advise otherwise. thank you

Answers

  • Quicken Anja
    Quicken Anja Moderator mod
    Hello @jackmeli,

    Thank you for reaching out to the Community to tell us about your issue, though I apologize for the trouble and for not having received a response yet.

    I recommend that you reach out to your financial institution directly first to find out and confirm whether or not they support your trading accounts for downloads with Quicken as some financial institutions may limit download support for certain account types.

    I apologize for any inconvenience! Thank you.

    -Quicken Anja
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