EWC Financial Institution Limits

markdaymo
markdaymo Quicken Windows Subscription Member
edited July 19 in Download, Add/Update Accounts (Windows)

While I understand it is out of your control that institutions like LPL only use EWC connections which severely limit the downloads, it makes no sense that your software does not allow us to do account attachments like statements to those accounts. That would greatly offset the problems of EWC and puts no burden on the financial institution to do anything. You simply have to turn on our ability to attachment statements and other documents which is critical in light of the limits those like LPL are creating. I cannot plan to use Quicken HUB if it does not support users in such simple ways in its core product. WHat new limits would I find in HUB? Would you allow institutions who for one reason or another want to limit what you store for us to do so?

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  • [Deleted User]
    [Deleted User]
    edited June 19

    @markdaymo to attach an account statement or document in Quicken Windows, here’s how you can do it:

    1. Open the account register where you want to attach the statement.
    2. Click the Account Actions icon (it looks like a gear) in the upper right corner.
    3. Select Account Attachments from the dropdown.
    4. In the Account Attachments window, click Add.
    5. Choose the type of attachment—like a PDF or image file—and assign a date to label it (e.g., “6/19/2025 Statement”).
    6. You can upload from your hard drive, a scanner, or even paste from the Windows Clipboard.
    7. Once added, a thumbnail of the attachment will appear in the viewer.

    Just a heads-up: Quicken allows only one statement per day per account, but you can attach as many statements as you like over time.

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