I recently attempted to add connection (s) to Wealthscape Investor for my EXISTING Quicken tracked accounts. Spent 4 hours on the phone with Quicken First and Second Level support.

Hi - I spent a lot of time trying to figure out how to get wealthscape investor to connect to quicken.

Recently the funds in one of my accounts were transferred to a new Wealthscape account. I added the new account, Quicken then connected to Wealthscape, and all of the funds …

Jan 19, 2025 · Since the beginning of the new year, I'm no longer able to download transactions from Wealthscape Investor using Quicken Direct Connect.

Thrivent uses Wealthscape Investor to manage brokerage accounts. As of 2/1/2021, my account has been unable to log on.

Until Saturday June 10th, I had been successfully downloading all investment transactions from my Truist investment accounts using the Wealthscape login.

Last 2 years after trying to add a new account following a rollover to a Roth IRA, Quicken didn't recognize new account and wouldn't download transactions.

After several days of intense frustration, including an extended conversation with Quicken Tech Support (Tech Support was patient and did what he could do with his data base but did not …

Unable to add accounts from Wealthscape Investor. I have previous accounts that download full holdings and transactions.

Trying to set up a new investment account for Wealthscape Investor. Unfortunately, when I select it, Quicken shows an incorrect website URL and will not accept login to the site from Quicken.