How can I import investment transactions from an account that does not interface with Quicken
shneal3
Quicken Windows Subscription Member ✭✭
I use Quicken Subscription. My investment advisor is changing the investment custodian from TDAmeritrade, from which I can import transactions just fine, to another custodian that does not interface with Quicken. How can I import the transactions from the new custodian account? Can I have a CSV or another file type created by the investment advisor for me to download and then import?
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