How to add Netxinvestor

Daniel Borowicz

How do you add Netxinvestor to Quicken

Running Windows 11, Quicken Deluxe subscription

[Edited - Readability]

Quicken Laura

Hi @Daniel Borowicz,

Thank you for reaching out.

You can add your account by following these steps:

• Select the Add Account icon on the top right of the Account Bar.

• In the search field, type Netxinvestor, select it from the list, and click Next.

• Enter your account/user information. This is the information you use to sign in to your online account, such as a user name and password. you may be asked for additional information, such as a challenge question or a code that is sent to your email or phone.

• Review your accounts. Quicken finds the accounts associated with your login. On this screen, review the list, make any needed changes, and then click Next.

I hope this helps!