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Extra Bits

Portfolio Setup (Win) p. 121

  • To see a list of all of the financial institutions that Quicken for Windows supports, choose Online > Participating Financial Institutions. A browser window opens with the list.


Portfolio Setup (Mac) p. 125

  • To see a list of all of the financial institutions that Quicken for Macintosh supports, choose Online > Financial Institutions. The Financial Institutions window appears. To update the list with the latest information (new financial institutions are being added all the time), click the Update List button at the bottom of the window.

  • Unfortunately, there are far fewer financial institutions that can download brokerage transactions directly into Quicken for Mac than can do so with Quicken for Windows. At press time, that list included 11 institutions: A.G. Edwards, Charles Schwab & Company, CSFB Private Client Services, Fidelity Investments, Harrisdirect, Morgan Keegan & Company, Northern Trust, RBC Dain Rauscher, TD Waterhouse, TIAA-CREF, and Wells Fargo Investments.



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