M1 Finance

I see on the March 2022 highlights: https://www.quicken.com/blog/quicken-product-highlights-march-2022 that one of the updates was adding more investment accounts, including M1 Finance and Robinhood, but I don't see those as options when trying to add accounts. Am I reading that blog incorrectly, or is there something that has to be done to get the update?

Answers

  • Boatnmaniac
    Boatnmaniac SuperUser ✭✭✭✭
    edited April 13
    Interesting.  I tried to add Robinhood, M1 Finance and Fundrise accounts via Add Account and none of them came up as options.  When I pulled up the FIDIR.txt list I found a listing for Robinhood but not for the others:
    08966    08966    08966    Robinhood    https://robinhood.com/    NA    https://robinhood.com/login    ACTIVE                   ACCOUNTINFO&EXP-WEB-CONNECT    NOT_QBP    NA
    So, it looks like something is amiss here.  The Quicken Team will need to investigate and address this with Intuit who manages the FIDIR list.  I have brought this to the attention of the Moderators.
    FYI, I don't know if you saw this but even after these FIs are able to be set up in Quicken they will provide Simple Investing only....no transaction details will be available.
    (QW Premier Subscription: R39.23 on Windows 10)
  • Quicken Anja
    Quicken Anja Moderator mod
    Hello @Savafan1,

    Thank you for reaching out to the Community with your question.

    Upon looking further into the information posted in the blog, I have found that the new financial institutions mentioned have only been added to Quicken for Mac, which is why you are not seeing them in Quicken for Windows. The section of the post where this is mentioned also refers to Quicken for Mac (see a screenshot of the header below).



    I did find that this was not very obvious, so I went ahead and submitted a modification request for this.

    Apologies for any confusion this may have caused! Thank you.
    -Quicken Anja
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