CIBC Wood Gundy & Investor's Edge

FA_Qkn
FA_Qkn Quicken Windows Subscription Member
edited February 2024 in Download, Add/Update Accounts (Windows)

Hello,

I have CIBC Wood Gundy and Investors' Edge, is it possible to add these as connected accounts? I'm also a bit confused because I don't see products like Wealth Simple or Quest Trade pop up, either… is it possible these aren't showing up correctly?

Answers

  • Tom Young
    Tom Young Quicken Windows Subscription SuperUser ✭✭✭✭✭

    You can answer your own question here by viewing the hidden "fidir.txt" file that contains a list of all financial institutions that will provide downloads into Quicken and the method used. The path to that file in the US version and, I assume, in the Canadian version that you seem to be using is:

    \ProgramData\Quicken\Inet\Common\Localweb\Banklist\2019 folder

    The file opens up in Notepad. Use the "find" function to see if the financial institutions you're looking for are in that file.

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