setup investments

Hello' We use QW 2003 deluxe. Can I set up our investments so I can download the investment information from mutual funds. We have received MRD's from several investment firms, @ we cannot download the required information. Have contacted Intuit, they consider this tutoring for a fee.

Thank-You

Reply to
dave
Loading thread data ...

You can download only from financial institutions that appear in your (Quicken's) Participating Financial Institutions List, and only using the method(s) each fi offers, and ,where applicable, only after meeting the criteria specified by the fi.

What is an "MRD"?

Reply to
John Pollard

Suspect OP meant RMD - Required Minimum Distribution. Referring to distributions from IRA's etc. for persons over age 70 1/2.

Reply to
JM

BeanSmart website is not affiliated with any of the manufacturers or service providers discussed here. All logos and trade names are the property of their respective owners.