How do you sync TD Financial planning RRSPs into Quicken deluxe?

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tonybartel
tonybartel Quicken Canada Other Member
edited March 2024 in All Things Canadian (Windows)

How do you sync TD Financial planning RRSPs into Quicken deluxe

Tony

Answers

  • smayer97
    smayer97 Quicken Mac Other SuperUser ✭✭✭✭✭

    With what part of TD is your RRSP? (Based on your profile, you are using the Canadian version).

    If the bank (TD Canada Trust), Quicken Windows-CA does not support investment accounts. If TD Waterhouse or TD Mutual Funds, it might be possible. If TD Direct Investing, I am not sure whether or not that is possible, only because QWin-CA does not have that listed but it may work with one of the latter two mentioned.

    In the latter cases, you can only use Web Connect, which means downloading a QFX file from them and loading into QWin-CA.

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