Importing Scottrade Bank Information Into Quicken
Scottrade Bank provides you with the option to import your account information into Quicken®.
To get started, follow the steps below:
- Open Quicken®.
- Search Scottrade.
- Choose Scottrade Bank.
- Enter your Scottrade brokerage ID and password. (Note: It will prompt you for your Scottrade Bank ID, which, in this instance, is the same as your Scottrade brokerage information.) Then, click Connect.
- Click Finish.