Add account - Sunlife

Olivier C

Is there a way to connect my Sunlife (investment) account to my Quicken?

Quicken Anja

Hello @Olivier C,

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

Upon checking our financial institution list, it does not appear that Sunlife is available for online connectivity which does mean that the financial institution you seek does not support transaction downloads to Quicken.

In order for a financial institution to support downloads to Quicken and to be added to our list, the request to be added would need to be made and submitted by the financial institution to our service providers. If you want Quicken to be supported, you will need to contact your financial institution directly and tell them you'd like to download your accounts into Quicken.

I hope this information serves to be useful to you! Thank you.

Arctic Hare

There are very few Canadian financial institutions that support download of investment accounts. I believe the total list is GBC, TD, and Investors for investment transactions.

Quicken Anja

Hello @Olivier C,

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

Upon checking our financial institution list, it does not appear that Sunlife is available for online connectivity which does mean that the financial institution you seek does not support transaction downloads to Quicken.

In order for a financial institution to support downloads to Quicken and to be added to our list, the request to be added would need to be made and submitted by the financial institution to our service providers. If you want Quicken to be supported, you will need to contact your financial institution directly and tell them you'd like to download your accounts into Quicken.

I hope this information serves to be useful to you! Thank you.

Arctic Hare

There are very few Canadian financial institutions that support download of investment accounts. I believe the total list is GBC, TD, and Investors for investment transactions.