How to Connect Quicken To Interactive Brokers Canada

JimMaple
JimMaple I do not have Quicken yet Member
edited March 2023 in All Things Canadian (Windows)
Hi,

I have tried to add the Interactive Brokers from the Add account tab. When I have Interactive Brokers selected it doesn't have any advanced tab option to enter account information. Is this a bug or there is just no online option for the Canadian version?

Thanks!

Answers

  • Arctic Hare
    Arctic Hare Quicken Windows Subscription SuperUser ✭✭✭✭
    The Canadian version of Quicken can receive transactions downloaded from Interactive Brokers Canada using Web Connect. It sounds like you are trying to set up Express Web Connect. You need to initiate the download (each time) from the Interactive Brokers Canada website, not from Quicken.

    I determined the above by checking what download functionality is provided for Interactive Brokers Canada in the FIDIR.TXT file. 

    If this works for you, please mark this response as "the answer".
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