Best Brokerage integration with Quicken
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rbs624
Member ✭✭
What is the best Broker with Quicken (information, integration, support)? I am considering changing brokers (considering TDAmeritrade and Vanguard and Swab). Any comments or experience could be appreciated.
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Best Answers
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I have found Vanguard to be very reliable with updates to Quicken. Cannot comment on the other two you listed.
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Another vote for Vanguard.Quicken Subscription HBRP - Windows 106
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Vanguard is trouble-free, especially if you still have legacy mutual fund only accounts.
Vanguard brokerage accounts are the only type that is available for new accounts. These are OK too, but I do have to edit the downloaded transactions if mutual fund dividends are sent to another fund rather than reinvested or sent to the default Federal Money Market settlement fund.QWin Premier subscription6 -
I would consider more than just integration with Quicken when selecting a brokerage. It might also help to get a more specific recommendation if you mention why you are unhappy with your current brokerage and what types of trading you typically do.
I've had accounts with Ameritrade (or their predecessors) since 1999. I don't trade often, occasionally buying dividend paying stocks, and the bulk of my transactions are dividend reinvestment with occasional corporate actions. Ameritrade performs flawlessly with the buys, sells, and reinvestments. They are adequate on the corporate actions.Quicken user since Q1999. Currently using QW2017.
Questions? Check out the Quicken Windows FAQ list0
Answers
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I have found Vanguard to be very reliable with updates to Quicken. Cannot comment on the other two you listed.
2 -
Another vote for Vanguard.Quicken Subscription HBRP - Windows 106
-
Vanguard is trouble-free, especially if you still have legacy mutual fund only accounts.
Vanguard brokerage accounts are the only type that is available for new accounts. These are OK too, but I do have to edit the downloaded transactions if mutual fund dividends are sent to another fund rather than reinvested or sent to the default Federal Money Market settlement fund.QWin Premier subscription6 -
I would consider more than just integration with Quicken when selecting a brokerage. It might also help to get a more specific recommendation if you mention why you are unhappy with your current brokerage and what types of trading you typically do.
I've had accounts with Ameritrade (or their predecessors) since 1999. I don't trade often, occasionally buying dividend paying stocks, and the bulk of my transactions are dividend reinvestment with occasional corporate actions. Ameritrade performs flawlessly with the buys, sells, and reinvestments. They are adequate on the corporate actions.Quicken user since Q1999. Currently using QW2017.
Questions? Check out the Quicken Windows FAQ list0 -
To all:
Thank you to all. It appears that either firm works reasonably well. I would not change from my current broker, but they are going through a reorganization which has me concerned.0
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