Community Homepage
Discussions
Categories
Quicken for Mac
Quicken Lifehub
Quicken Mobile
Quicken on the Web
Quicken for Windows
Support
Quicken Classic
Quicken Simplifi
Getting Started
Community Training FAQs
Using and Improving the Community
Announcements & Alerts
Announcements
Alerts, Online Banking & Known Product Issues
Product Ideas
Connect and Engage
The Community Meetup
The Water Cooler
The Lounge
Beta
Home
Quicken Classic for Windows
Investing (Windows)
Online access for existing investment account
SirBruce
How do I setup online access for an existing investment account (Roth IRA)? The 'Online Services' setup page leads you to a process of setting up a new account. I want to be able to download transactions and the like to an existing account. Besides the process did not ask for info on the financial institution, so how would it link? I'm confused...
Find more posts tagged with
Investments
download transactions
Accepted answers
All comments
NotACPA
What Financial Institution holds the account?
Have you tried TOOLS, Account List, clicking EDIT adjacent to the account, clicking ONLINE SERVICES and clicking ACTIVATE (or SETUP) whatever is there?
SirBruce
I'll give it a shot. Thanks much for the tip. BTW - I've been a Quicken user since the Parson's Technology check-register program days (5¼" floppies). Doesn't make me an expert however. Thanks again.
SirBruce
Figured it out (finally...). This particular Roth prefilled the financial institution with the name of the broker. The online setup used this broker name and kept trying to setup a new account with the broker. When I changed the name of the financial instituion to the clearing house the online setup worked! Good tip asking about the financial institution. Thanks again...
Quick Links
All Categories
Recent Posts
Activity
Unanswered
Best Of
