How to request a bank that is not available in Quicken - Flourish Financial

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NewMac2017
NewMac2017 Member ✭✭

I attempted to add a new account in Quicken for Mac to Flourish Financial but this bank it is not available to select other than to manually setup to track.

What is the process for adding a bank to Quicken to automatically pull account information down?

Best Answers

  • Boatnmaniac
    Boatnmaniac SuperUser ✭✭✭✭✭
    Answer ✓
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    If you wish for Flourish to support Quicken, you should contact them to make that request. If they get enough customers requesting it then perhaps they will be able to make the business case to make the necessary I/T investment. Once they've decided to proceed, they will need to contact and contract with the aggregator (Intuit) to get added to the FIDIR (Financial Institutions Directory) list. There is nothing Quicken can do to support the onboarding process until Flourish signs on to the contract with the aggregator.

    Quicken Classic Premier (US) Subscription: R57.16 on Windows 11

  • Ps56k2
    Ps56k2 Alumni ✭✭✭✭
    edited November 2023 Answer ✓
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    Quicken is a business - a service - and it is up to each financial institution to establish a contract and specify what kind of downloading they want Quicken to support…. totally up to Flourish Financial 

    Also - which part of the Flourish world do you have - it looks like it might be a platform for Advisors and there were search entries about the platform being acquired…. several of the "advisor platforms" are not supported by Quicken, since the actual client account is not easily accessed behind the "advisor wall"

    https://www.flourish.com/advisors/cash

Answers

  • Boatnmaniac
    Boatnmaniac SuperUser ✭✭✭✭✭
    Answer ✓
    Options

    If you wish for Flourish to support Quicken, you should contact them to make that request. If they get enough customers requesting it then perhaps they will be able to make the business case to make the necessary I/T investment. Once they've decided to proceed, they will need to contact and contract with the aggregator (Intuit) to get added to the FIDIR (Financial Institutions Directory) list. There is nothing Quicken can do to support the onboarding process until Flourish signs on to the contract with the aggregator.

    Quicken Classic Premier (US) Subscription: R57.16 on Windows 11

  • Ps56k2
    Ps56k2 Alumni ✭✭✭✭
    edited November 2023 Answer ✓
    Options

    Quicken is a business - a service - and it is up to each financial institution to establish a contract and specify what kind of downloading they want Quicken to support…. totally up to Flourish Financial 

    Also - which part of the Flourish world do you have - it looks like it might be a platform for Advisors and there were search entries about the platform being acquired…. several of the "advisor platforms" are not supported by Quicken, since the actual client account is not easily accessed behind the "advisor wall"

    https://www.flourish.com/advisors/cash

  • NewMac2017
    NewMac2017 Member ✭✭
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    I have contacted Flourish support to ask them to consider contracting with Quicken

    Thank all for responding so quickly.

This discussion has been closed.