Quicken Help

TradeKing allows you to automatically upload your TradeKing account data to your Quicken software.

If you have already set up your Quicken software to accept TradeKing data, simply go to Accounts - Downloads and choose the date range of the data you wish to upload and click on "Download". Open your Quicken software and your data will automatically upload.

If you have not set up your Quicken software to accept TradeKing data, follow this short steps:
 

1) Open your Quicken program. From the Home Page, click on "Add Account" in the Investment and Retirement Accounts section.

2) Find TradeKing among the list of Financial Institution Quicken partners. Click "Next" to add your TradeKing account.
 
... and select "yes" in the next box:
 
3) Go to your TradeKing account and under "Accounts - Download Data" download your account data to be uploaded to Quicken:
4) Upload your data to Quicken by entering your TradeKing Username and Password:
 
 
 
 

Now you are ready to automatically upload all your TradeKing account activity data by simply going to Accounts - Download Data and clicking "Download". When you open your Quicken software, your computer will automatically upload all your transactions to Quicken.