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How do I download my statement into Quicken?

Clients may download their Activity Statement in Client Portal or Account Management.
Go to menu Reports, Statements, select as statement type Third-Party Downloads and as format Quicken.
Your file will download in the format ".qfx".
You will then be able to import the file within the Quicken software.

Additional information on third-party downloads can be found in our Users' Guide.

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