quicken won't work with Wealthscape Investors

dlklu
dlklu Quicken Windows Subscription Member ✭✭
edited June 2023 in Investing (Windows)
Had to remove transaction downloads and now Quicken won't work with Wealthscape investors

Answers

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Moderator mod

    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.

    -Quicken Jasmine

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  • dlklu
    dlklu Quicken Windows Subscription Member ✭✭
    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.
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