Setting up Investment Accounts in Quicken for Mac

To set up an investment account online

  1. Choose Accounts > New > Investments, and then select the type of investment account you want to create.
  2. Enter the name of your brokerage in the Search field, select it from the list, and click Continue.
  3. 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.
    • Tell me more
      Quicken supports downloads with over 13,000 financial institutions. If you can't find your bank in the list, try these two steps:
      • Click "My bank is not in the list" in the Add Account window, and then click the refresh button on the My Bank is Not in the List message. Quicken updates your list of supported financial institutions. Next, click Check list again, and try once more to find your bank in the list of supported institutions.
      • If your bank still does not appear in the list, you can still create an account in Quicken, but you won't be able to download transactions into it. Instead, you will need to enter your transactions by hand. To set up a manual account, click "My bank us not in the list" in the Add Account window, and then click Add Manual Account.

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Tip: To find out which version of Quicken you are using, open Quicken go to Help menu and select About Quicken.