How can I download transactions from LPL broker

System
System Member admin
edited October 2024 in Download, Add/Update Accounts (Windows)

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Interactive Brokers (IBKR) - OL-220-A (QWIN)

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  • Bjc40004
    Bjc40004 Quicken Windows Subscription Member

    how can I download transactions from LPL broker to my quicken acount?

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @Bjc40004,

    To assist with this issue, please provide more information. Are you connected to LPL, but unable to see transactions, or are you unable to connect LPL in your Quicken? If you're connected, is it connected by Express Web Connect, or Direct Connect? You can check this by going to Tools>Account List. You'll see the connection type in the Transaction Download column.

    FI and Transaction download columns.png

    If you are not able to connect at all, then please provide information about what is happening when you try to connect and what error messages/codes you see, if any.

    I look forward to your reply!

    Quicken Kristina

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