how do I link IRA to Quicken

bxsnipe
bxsnipe Quicken Windows Subscription Member
edited October 6 in Investing (Windows)

Putnam account transfered to my bank

Answers

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

    Which bank, as it's known in Q? Not all financial institutions allow downloads of all account types into Q … entirely the FIs decision.

    Also, were securities transferred (all? some?) or were the securities sold and only cash transferred?

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

  • bxsnipe
    bxsnipe Quicken Windows Subscription Member

    no The account nwas a Putnam transfered to Chase

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Here are a few more questions, so we can give detailed instructions:

    Were you tracking the Putnam account in Quicken? Was it set up for downloading?

    What happened when the account was transferred? Were all the holdings moved without selling anything, or were the holdings sold in the Putnam account and the cash moved to Chase?

    Did it move to a new Chase account, or are you consolidating the Putnam account into an existing Chase account?

    QWin Premier subscription
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