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

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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