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What's inside Account setup Downloading your information TroubleshootingQuicken Download: Users Retirement plan investors can now download their balances, fund totals, and account histories into Quicken
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Go to the website or platform where you want to download your information from. Each website/platform may have a slightly different process, so make sure to follow their specific instructions.
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Access the downloaded file to ensure that all the requested information is present and correctly formatted. If there are any issues or discrepancies, you may need to repeat the downloading process or contact the website/platform's support for assistance.
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Remember, always follow the terms and conditions set by the website/platform regarding downloading your information, as they may have specific guidelines or restrictions in place.
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