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
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"?
Suspect OP meant RMD - Required Minimum Distribution. Referring to distributions from IRA's etc. for persons over age 70 1/2.
Have something to add? Share your thoughts — no account required.
Ask the community — no account required