Trying to connect Prudential Brokerage Account through LPL Financial

Scorse
Scorse Quicken Mac Subscription Member
edited November 8 in Download, Add/Update Accounts (Windows)

As the title sates, Unable to figure out how to get this working. If does not work. Quicken is not what I need.

Answers

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

    Without you telling us what you've tried and the results, we're kinda at a loss as to what to advise.

    BUT, have you tried using "LPL Financial" as the financial institution name?

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

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