CIBC Wood Gundy & Investor's Edge

FA_Qkn

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?

Tom Young

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.