How to add US Banc Investment account (NOT banking)

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TallBrad
TallBrad Member ✭✭
edited March 9 in Download, Add/Update Accounts (Windows)

How do I add a US Banc Investment/Brokerage account to Quicken? I only see options to add US Bank banking (checking and savings). This is a broker/investment account with US Bank. I already have my US Bank checking and savings in Quicken but cant figure out how to add an investment account with them. Thanks.

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  • Tom Young
    Tom Young SuperUser ✭✭✭✭✭
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    Here it is:

    image.png

  • TallBrad
    TallBrad Member ✭✭
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    Thanks and I am using Quicken Classic Premier and I found US Bankcorp Investment however it won't link to the investment account. It is only pulling up my exists banking accounts with them. I'm not very impressed with the interface with US Bank Investments, so I may shut down the account just a few days after opening it regardless of this issue where it won't connect to Quicken.

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