New to Quicken. Re: Investment accounts - Some of my investment accounts do not link with Quicken.

AudioRon

Is this a common issue or, in other words, just the way it is for some investment accounts (unable to link with Quicken or vice-versa)? If so, than I am back to my old, time-consuming manual approach.

If this is the case, does anyone have a suggestion as to a better app for investment management?

Jim_Harman

Not all brokerages connect to Quicken, and among those that do connect, some types of accounts, 401(k)s for example, may not support connection.

If you identify the brokerage(s) and types of accounts that are giving problems, we may be able to help further.

UKR

What brokerages are you doing business with?
In a supported version of Quicken, many brokerages in the US and Canada can be connected for downloading transactions into Quicken.

AudioRon

The 2 that I cannot get to link with Quicken are Lincoln Financial Group and Delaware Medalian.

NotACPA

Lincoln Financial Group connects to Quicken via Direct Connect and Web-Connect.

    Lincoln Financial Group    https://www.lincolnfinancial.com/secure/login    NA    https://www.lincolnfinancial.com/secure/login    ACTIVE    ACCOUNTINFO,INVESTMENT&DIRECT    INVESTMENT&WEB-CONNECT

What happens when you try to connect these accounts?

Delaware Medalian doesn't appear in  the list  of  institutions that have signed contracts with Q/Intuit to provide download. Only DM can rectify this.