Search results
Results from the Tech24 Deals Content Network
What you can try doing is to log into your online account for LPL and check to see if LPL allows for manual downloads of your investment account transactions in QFX (or "Quicken") format. If they do, then you can try downloading in that format and then importing it into Quicken. (This is called the WC process.)
Quicken Classic Premier (US) Subscription: R59.6 on Windows 11. Account View is a web-based platform that lets LPL advisors give their clients access to a timely, accurate snapshot of their portfolio. Your clients can view portfolio values, account balances, deposits and withdrawals, and investment returns. You can also review performance data ...
You need to contact LPL Financial to correct this issue. (Tell them you received message CC-592.)" So this financial institution is on the list in your software because it is supported by both Quicken and LPL. It seems to me that somewhere along the line changes took place that have, in turn, caused the issue.
The Quicken express web connect option does not update with correct transaction identifications for my LPL brokerage account.
August 2022edited August 2022. As many people have expressed, Quicken is not working correctly with LPL Financial. The old method of importing QXF files does work; however a message comes up that Quicken has a "better method" of importing transactions with LPL Financial. Following this prompt leads one to an express web connection which ...
If the URL changed there is no guarantee that other aspects of how to connect and get the data didn’t change along with it.