Description
Wealth access supports export and download to Quicken (QDX File format).
Quick Details
Type
Bespoke Integration
Integration
Custom
Website
https://www.quicken.com/Support
https://www.quicken.com/support#windowsHow it Works
Quicken Download is a bespoke integration that requires custom development, your institution must be Quicken approved and have the appropriate license in advance of engaging Wealth Access to assist with implementation effort.
Getting started:
- Contact your Quicken representative to schedule project validation
- Authorize Wealth Access SOW to support implementation
Quicken Data Mapping Specifications: