How do I download my statement into Quicken?

DOWNLOAD STATEMENTS TO QUICKEN

Use the button above or follow the below procedure to download your statement information to Quicken from Client Portal:

  1. Log into Client Portal.
  2. Click Performance & Reports followed by Statements under Reports.
  3. Under Third-Party Downloads, click Run next to Quicken Web Connect.
  4. Select the period and date and click Run to generate your statement as a .qfx file.

You will then be able to import the file within the Quicken software.

Additional Information

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