Online Investment Tracking downloads your portfolio into Quicken, providing convenience and control.


Download My Brokerage Data

It's never been easier to help keep accurate investment records in Quicken! Quicken Online Investment Tracking allows you to download transactions, holdings and balances from leading investment firms. Make Quicken your all-in-one investment center!

  • More accurate than manually entering data.
  • Keep your investment information in one place, so you can easily see your total investment position.
  • Get timely, relevant data to help you make better decisions. Compare investment performance any way you like – by account, market value, percent gain and more.

Quicken Online Investment Tracking offers you a convenient way to manage your investment accounts. Click here to find out more about the convenience of Online Investment Tracking. Or, get started now!

Download My Retirement Data

Using Quicken, you can download current retirement investment balances and transactions directly - any time you need it. Having up-to-date information lets you make better decisions about your financial future. With this service, you'll be able to:

  • View up-to-date balances, including vested balances and matched contributions
  • Make decisions based on timely information, up-to-date values
  • See your activity and balance information on loans against your retirement account
  • Click here to see if your financial institution offers 401(k) download
Find out more about the convenience and control you get when you download your 401(k) data. Or, get started now -- find out if your financial institution offers 401(k) download.