US Bancorp Investments connection

totogirl
totogirl Quicken Mac Subscription Member
edited May 15 in Download, Add/Update Accounts (Mac)

Hi,

I opened couple of US bank accounts last week.

I was able to connect all of my other accounts except my personal brokerage account to my Quicken. I have tried "U.S. Bank Internet Banking", "U.S. Bank & US Bancorp Inv", and "US Bank - PFM Direct Connect". The rest is the same. Anyone has any idea how to connect US investment account to Quicken?

Thank you,

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  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @totogirl,

    Thank you for letting us know you're encountering this issue. To clarify, when you attempt to connect your investment account, what is happening? Are you seeing any error messages/codes? If there are no error messages/codes, then what is happening?

    I can see one other connection option that may work: U.S. Bancorp Investments, Inc.

    Screenshot 2025-04-15 at 5.51.56 PM.png

    If you haven't already done so, you may want to try using that connection option.

    I look forward to your response!

    Quicken Kristina

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