dmonte ✭✭

Overview

Overview

Roles	Member
Badges	3

About Me

About Me

What version of Quicken are you using?	Quicken Windows Subscription

Analytics

4

Posts

11

Visits

15

Points

Mar 29, 2022

Join Date

Feb 14, 2025

Last Active

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• Activity
• Posts1
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• Re: Wealthscape Investor, transactions not downloading using Quicken Direct Connect

  dmonte

  January 21
  FYI - I reached out to my advisor to see if there was an issue with Wealthscape. He got back to me with this: "FYI, there’s a known issue with syncing data into Quicken. It’s being worked on. I’…
  1

• Re: Wealthscape Investor, transactions not downloading using Quicken Direct Connect

  dmonte

  January 26
  I found my answer and have fixed my accounts. Wealthscape changed their login credential requirements as my advisor uses Investor360, and now we have to use our Investor360 login/password to access t…
  2