quicken won't work with Wealthscape Investors

Question

Had to remove transaction downloads and now Quicken won't work with Wealthscape investors

dlklu · Answer

I attempt to set up direct connect and quicken adds a new account.  I have 5 active accounts at Wealthscape and I anticipate Qw would come up with a screen prompting me to correlate the accounts with those present in Qw.  No such luck.

Quicken Jasmine · Answer

Hello @dlklu,

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. What is your connection method with Wealthscape Investors? You can see the connection method by navigating to Tools > Account List. What exactly is occurring when attempting to download transactions? Do you receive any error codes or messages? How long has this issue been occurring?

I look forward to your response.