Import into Quicken 2013 from My Scottrade brokerage account

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I have upgraded to Quicken 2013 premier from 2010. My Scottrade brokerage account is corrupt I can download about half of my transactions in QFX format from scottrade I can download all of them by CSV format. It does not appear that I can convert CSV to QFX on an investment account. Any plans to make this happen? I would buy IN a heart beat to save all the manual typing.
asked Feb 13, 2015 by anonymous

3 Answers

Hello Aaron,

I'm actually testing QFX for investments, but there still are few things to sort out.

For Quicken 2013 for Windows, you can use CSV2QIF and import QIF files for all account types.

Your CSV file will need the following columns:

- date
- amount
- full security name (as you  have in Quicken)
- investment action (BUY, SELL, REINVDIV, etc.)
- price
- quantity
- commission
- memo (optional)

answered Feb 13, 2015 by sergiy
I am unable to import a QIF into an investment account in Quicken 2013 see
above screen shot.
Thanks, Aaron
answered Feb 13, 2015 by anonymous
Please follow the instructions on the product or help page

http://www.propersoft.net/CSV2QIF/help

 One of the instructions asks you to ignore that Quicken message and select "<all accounts>" from the account dropdown list.

answered Feb 13, 2015 by sergiy
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