Oppenheimer Retirement Account Now Invesco
I have had an Oppenheimer retirement account through my employer for 10 years. I received notice from Invesco that they acquired Oppenheimer, which requires we to access their site for transactions. After setting up login permissions with Invesco, I discovered there is no means of downloading activity into Quicken. There is an option for individual investors, but not for retirement. I called Client Services at Invesco and they had no idea what Quicken was. Does someone have a work around? If not, all retirement plan info will have to be manually entered.
This discussion has been closed.