TD Ameritrade Institutional

I know this question has been asked before, but I am unable to link my TD Ameritrade Institutional (www.advisorclient.com) accounts with Quicken. Both Quicken and TD Ameritrade "tech support" didn't seem to know how to resolve the issue. Can someone out there walk me through how to link my accounts?

Comments

  • Quicken Jasmine
    Quicken Jasmine Moderator mod

    Hello @rob-in-fl,

    Thank you for reaching out to the Quicken Community, though I do apologize that you are experiencing this issue.

    Before I can further assist you, I require some more information. Which instance are you attempting to connect to? What is the connection method? What exactly occurs when attempting to add your TD Ameritrade account(s)? Do you receive any error codes or messages?

    I look forward to your response.

    -Quicken Jasmine
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