How do I download a stock portfolio in "Wealth Access" to Quicken 19?
GrandPaJack
Quicken Windows Subscription Member ✭✭
The manager of our stock portfolio has recently moved our stock portfolio into "Wealth Access" - Wealth Management, Nashville, TN. - Any help or advice on how to import it and the accompanying transactions into Quicken?
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Best Answer
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This financial institution does not appear to support downloading into Quicken. Searching their web site for Quicken fails. I can only suggest contacting the FI and asking if they offer any mechanism for Quicken downloads.
Quicken user since version 2 for DOS, as of 2025 using QWin Premier (US) on Win10 Pro & Win11 Pro on 2 PCs.
6
Answers
-
This financial institution does not appear to support downloading into Quicken. Searching their web site for Quicken fails. I can only suggest contacting the FI and asking if they offer any mechanism for Quicken downloads.
Quicken user since version 2 for DOS, as of 2025 using QWin Premier (US) on Win10 Pro & Win11 Pro on 2 PCs.
6
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