Knowledge Center

Importing Account Information into Quicken

Scottrade Bank provides you with the option to import your account information into Quicken®.

To get started, follow the steps below:

  1. Open Quicken®.
  2. Search Scottrade.
  3. Choose Scottrade Bank.
  4. Enter your Scottrade brokerage ID and password. (Note: It will prompt you for your Scottrade Bank ID, which, in this instance, is the same as your Scottrade brokerage information.) Then, click Connect. View Graphic View Graphic
  5. Click Finish. View Graphic View Graphic
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The information and content provided in the Scottrade® Knowledge Center is for informational and/or educational purposes only. The information presented or discussed is not, and should not be considered, a recommendation or an offer of, or solicitation of an offer by, Scottrade or its affiliates to buy, sell or hold any security or other financial product or an endorsement or affirmation of any specific investment strategy. You are fully responsible for your investment decisions. Your choice to engage in a particular investment or investment strategy should be based solely on your own research and evaluation of the risks involved, your financial circumstances and your investment objectives. Scottrade, Inc. and its affiliates are not offering or providing, and will not offer or provide, any advice, opinion or recommendation of the suitability, value or profitability of any particular investment or investment strategy.