Quicken supports downloads with over 14,500 financial institutions.Follow the on-screen instructions to set up your account, including connecting to your bank so you can download your holdings, transactions and balances directly into Quicken.Enter the name of your brokerage in the Searchfield, select it from the list, and click Continue.

In Quicken, choose Accounts > New > Investments, then select the type of investment account you want to create.Quicken Software For Mac ComputersSkip to end of metadataGo to start of metadata To set up an investment account: 30-day money back guarantee: If you’re not satisfied, return this product to Quicken within 30 days of purchase with your dated receipt for a full refund of the purchase price less. Quicken for Mac imports data from Quicken for Windows 2010 or newer, Quicken for Mac 2015 or newer, Quicken for Mac 2007, Quicken Essentials for Mac, Banktivity. Or using the same One Step Update you use to download transactions. Security prices can be set in Preferences to update when you start Quicken Mac.or from the Investing screen by selecting the circle with the arrow.

Quicken mac download securities