Download transactions from TradeStation

gbbodel
gbbodel Quicken Windows Subscription Member
edited April 16 in Investing (Windows)

This is how I did it. Logged into Tradestation and viewed the dashboard. Select the account and click on the 3 dots … Select Portfolio, select Tax Center and download the QFX file for the dates you need. In Quicken Classic select File import Web Connect (.QFX) file.

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  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @gbbodel,

    We appreciate you taking the time to share the steps that worked for you, as it may serve to be helpful for others.

    Thank you!

    -Quicken Anja
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