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Posted by Andrew DeFaria on August 20, 2007, 12:46 am
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Bob Wang wrote:
> This is, after all, a Quicken newsgroup.
>
> I transferred my Merrill Lynch accounts last year.
> Merrill had terrible integration with Quicken, and I finally got tired of
> promises to support Direct Connect "soon."
> I understand that Direct Connect IS available now, but I'm not going back.
>
> I also closed my Morgan Stanley accounts.
> Quicken integration was better, but I still got the feeling that
> "independent" investing was not encouraged.
>
> Fidelity was better, but account info is not updated till late at
> night, not
> in "real-time."
>
> I don't have any Vanguard accounts, but my understanding is that Vanguard
> also updates at night, and not in "real-time."
>
> I've found Charles Schwab's real-time updating, and Direct Connect
> support
> to fit my purposes best.
> $9.95 for unlimited shares per trade is not exorbitant in my book.
> I don't trade much anyway, so Schwab's web site meltdown on Thursday
> did not
> impact me.
>
> It WAS unsettling, though, to have Quicken return error messages for my
> primary broker.
> That "glitch" during a minor turmoil does NOT inspire confidence.
>
> I WOULD be VERY interested in hearing if anyone had problems with
> Schwab in
> '87, '98, or '00-'02.
>
> I would also be interested in whether other brokerage firms offer Direct
> Connect real-time updates.
>
> Thanks,
> Bob
>
>
None of them properly translate their transaction types to Quicken's
transaction times. If you care about your data being correct all of them
will cause you headaches.
http://defaria.com/quikiwiki/tiki-index.php?page=Online+Investing+Download+Problems
--
Andrew DeFaria <http://defaria.com>
I'm trying to figure out why kamikaze pilots wore helmets.
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Bob Wang wrote:
<blockquote cite="mid:zO6dndTHmv544FXbnZ2dnUVZ_oCvnZ2d@comcast.com"
type="cite">This is, after all, a Quicken newsgroup.<br>
<br>
I transferred my Merrill Lynch accounts last year.<br>
Merrill had terrible integration with Quicken, and I finally got tired
of <br>
promises to support Direct Connect "soon."<br>
I understand that Direct Connect IS available now, but I'm not going
back.<br>
<br>
I also closed my Morgan Stanley accounts.<br>
Quicken integration was better, but I still got the feeling that <br>
"independent" investing was not encouraged.<br>
<br>
Fidelity was better, but account info is not updated till late at
night, not <br>
in "real-time."<br>
<br>
I don't have any Vanguard accounts, but my understanding is that
Vanguard <br>
also updates at night, and not in "real-time."<br>
<br>
I've found Charles Schwab's real-time updating, and Direct Connect
support <br>
to fit my purposes best.<br>
$9.95 for unlimited shares per trade is not exorbitant in my book.<br>
I don't trade much anyway, so Schwab's web site meltdown on Thursday
did not <br>
impact me.<br>
<br>
It WAS unsettling, though, to have Quicken return error messages for my
<br>
primary broker.<br>
That "glitch" during a minor turmoil does NOT inspire confidence.<br>
<br>
I WOULD be VERY interested in hearing if anyone had problems with
Schwab in <br>
'87, '98, or '00-'02.<br>
<br>
I would also be interested in whether other brokerage firms offer
Direct <br>
Connect real-time updates.<br>
<br>
Thanks,<br>
Bob <br>
<br>
<br>
</blockquote>
None of them properly translate their transaction types to Quicken's
transaction times. If you care about your data being correct all of
them will cause you headaches.<br>
<br>
<a class="moz-txt-link-freetext"
href="http://defaria.com/quikiwiki/tiki-index.php?page=Online+Investing+Download+Problems">http://defaria.com/quikiwiki/tiki-index.php?page=Online+Investing+Download+Problems</a><br>
<div class="moz-signature">-- <br>
<a href="http://defaria.com">Andrew DeFaria</a><br>
<small><font color="#999999">I'm trying to figure out why kamikaze
pilots wore helmets.</font></small>
</div>
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