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Posted by John Gregory on May 17, 2006, 3:26 pm
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Quicken & ScotTrade
I'm exploring the prospect of downloading directly from ScotTrade into
Quicken 2005HB but am having considerable trouble finding information that
explains or demonstrates what to expect.
Quicken Help described the download process in broad terms. No problem. When
I move to ScotTrade's website and sign in, I find very little. Under the
"Watch Lists & Portfolios" section there is reference to "Download File"
asking me to "select file type" and listing Quicken as an option.. But I
have no idea what to expect. The ScotTrade branch seemed clueless other than
to tell me where I'd find reference to Quicken on their site.
I have no trades yet but I did transfer stocks there previously held buy the
company that issued the stock. I expected to see date received or something
more. All I see in Balance is the number of shares held and their value.
If someone having experience with ScotTrade and/or Fidelity would take a
moment to point me in the right direction, I'd appreciate it.
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