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

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AudioRon
AudioRon Member ✭✭
edited December 2022 in Investing (Windows)
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?
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  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
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    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.
    QWin Premier subscription
  • UKR
    UKR SuperUser ✭✭✭✭✭
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    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
    AudioRon Member ✭✭
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    The 2 that I cannot get to link with Quicken are Lincoln Financial Group and Delaware Medalian.
  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
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    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.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

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