QWin: How do I enable auto download for an existing investment account?

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  • Updated 1 year ago
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I want to enable automatic download for an existing investment account but when I click setup on the account it wants to create a new account.
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Posted 2 years ago

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dranobob, SuperUser

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If you go to Tools menu -> Account List -> click the Edit button next to the account in Question -> on the General Tab -> What is the Account Type: listed as?

While in the same window click the Online Services tab -> If you click on the Set up now... button do you get a Enter the name of your FI screen?
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Dick Prather

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I am having the same problem.  The account type is traditional IRA.  In the online service tab I have selected link.   It begins processing and when it is done my register is changed.  Currently all transaction are reconciled but after linking many are just cleared and some of the number seem different.  Any way to just start downloading just transaction that happen form this point forward?