Is TradeStation still supported as a linked brokerage for Windows?

JBH3
JBH3 Quicken Windows Subscription Member

I was trying to connect my new account on TradeStation today in Quicken Desktop and it shows up under the list of connected accounts but after the screen that says "Classic Quicken uses Intuit to Connect" it does not ask for a UN/PW like normal set ups but instead goes into an offline account mode.

Any insight?

Answers

  • CaliQkn
    CaliQkn Quicken Windows Subscription Member ✭✭✭✭

    @JBH3 it looks like Web Connect is the only connection method TradeStation uses. Which means you will need to download transactions to Quicken from your online account with TradeStation.

    The first time you download transactions, you will be asked to link to the appropriate account on Quicken. Once this link is established, each time you download transactions, they be will automatically be directed to the TradeStation account.

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    @JBH3,

    I concur with @CaliQkn.

    But you should not that it the FI, and not Q, that decides what method(s) of download to support.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP