Sync to Brokerage

D Morley
D Morley Member ✭✭✭
edited September 30 in All Things Canadian (Windows)

Please add the ability to sync my Investment Accounts with my Brokerage (WealthSimple, Questtrade, etc)

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Comments

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @D Morley,

    Thank you for reaching out with this request. Apologies for the delayed response. The Idea post process is not effective for requesting support for new financial institutions because it is the financial institution's decision whether they will support Quicken or not.

    We recommend that you contact the financial institutions directly to request that they support Quicken. If enough of their customers ask for it, they may decide to add support.

    I apologize that I could not be of more assistance! 

    Quicken Kristina

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  • Arctic Hare
    Arctic Hare Quicken Windows Subscription SuperUser ✭✭✭✭

    FWIW… there is essentially zero support for downloading investment transaction data from any Canadian financial institution. There is very limited support for downloading investments using Web Connect from a very small number of institutions. Beyond that… nothing.

This discussion has been closed.

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