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| Search Results |
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| Select the Financial Institution name below for information about the Intuit products and services supported |
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1st Discount Brokerage, Inc. |
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West Palm Beach, FL |
|  | | Accutrade | | Omaha, NE |
| | | Advantage Capital Corporation | | -, - |
| | | Amegy Investments, Inc. | | Houston, Texas |
| | | American Century Brokerage | | Kansas City, MO |
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American Century BRS |
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Kansas City, MO |
| | | American Century Investments | | Kansas City, MO |
| | | American Funds | | Brea, Ca |
| | | Ameriprise Brokerage | | Minneapolis, MN |
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Ameriprise Brokerage - ending 133 |
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Kansas City, MO |
| | | Ameritrade Institutional Services | | Omaha, NE |
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AmSouth Bank Trust |
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Birmingham, AL |
| | | Ariel Investments | | Chicago, IL |
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Atlantic Trust |
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Boston, MA |
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Atlantic Trust External Custody |
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Boston, MA |
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AXA Advisors - LPL |
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New York City, NY |
| | | Banc of America Invstmnt Svcs,Inc. | | Charlotte, NC |
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Bank of America-Wealth Management |
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Charlotte, NC |
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BB&T - TAMLink |
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Wilson, NC |
| | | BB&T Investment Services, Inc. | | Charlotte, NC |
| | | Bear Stearns, a J.P. Morgan Div. | | New York, NY |
| | | Bernstein Global Wealth Mgmt. | | New York, NY |
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BNY Mellon Investment Mgmt. |
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Boston, MA |
| | | Brinker Capital CORE and UMA | | BERWYN, Ca |
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Brown Advisory |
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Baltimore, MD |
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Burlington Bank and Trust |
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Burlington, IA |
| | | Cambridge Investment Research | | Fairfield, IA |
| | | Capital Guardian LLC | | Gastonia, NC |
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Capital One, N.A. |
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New Orleans, LA |
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Carolina First Bank Trust |
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Greenville, SC |
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Central Bank & Trust Co |
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Lexington, KY |
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Central State Bank, IA - Trust |
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Muscatine , IA |
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Central Trust & Investment Co. |
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Jefferson City, MO |
| | | Charles Schwab & Co., Inc. | | San Francisco, CA |
| | | Chase Investment Services | | Cincinnati, OH |
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Chittenden Corporation |
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Burlington, VT |
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Citizens First Savings Bank |
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Port Huron, MI |
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City National Bank of CA-Portfolio |
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Beverly Hills, CA |
| | | Columbia Management | | Boston, MA |
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Commerce Trust Company - MO,KS,IL |
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Clayton, MO |
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Commerce Trust Company - MO,KS,IL |
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St. Louis, MO |
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Community Trust and Investment |
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Lexington, KY |
| | | Compass Brokerage | | Birmingham, AL |
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Compass Wealth Management |
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Birmingham, AL |
| | | Credit Suisse Private Banking | | New York, NY |
| | | CRI Securities LLC | | Saint Paul , MN |
| | | Crowell, Weedon & Co. | | Los Angeles, CA |
| | | CUNA Brokerage Services, Inc | | City Waverly , Iowa |
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CUSO Financial Services, L.P |
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San Diego, CA |
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D.A. Davidson & Co. |
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Great Falls, MT |
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Davenport & Company, LLC - New |
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Richmond, VA |
| | | Deutsche Bank Alex. Brown | | Baltimore, MD |
| | | DWS Investments | | Chicago, IL |
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E*TRADE |
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Palo Alto, CA |
| | | Edward Jones | | St. Louis, MO |
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Encore Trust Company, N.A. |
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Houston, TX |
| | | Essex Financial Services, Inc. | | Essex, CT |
| | | FBRDirect | | Bethesda , MD |
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Ferris Baker Watts, Incorporated |
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Baltimore, MD |
| | | Fidelity Investments | | Boston, MA |
| | | Fidelity Investments | | Boston, MA |
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Fidelity Investments Institutional |
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Smithfield, RI |
| | | Financial Network Investment Corp | | El Segundo, CA |
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First Clearing, LLC |
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Glen Allen, VA |
| | | First Command - Select Inv. Prog. | | Fort Worth, TX |
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First Horizon Trust Services |
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Memphis, TN |
| | | First Republic Securities Company | | San Francisco, CA |
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First Republic Trust Company |
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San Francisco, CA |
| | | First South West Company | | Dallas, 75201 |
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First Western Trust Bk-Investment |
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Denver, CO |
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Firstrade Securities Inc. |
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Flushing, NY |
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FNB Omaha - StrataWeb |
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Omaha, NE |
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FOLIOfn Investments, Inc. |
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Vienna, VA |
| | | Franklin Templeton Investments | | Sacramento, CA |
| | | FSC Securities | | -, - |
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Fulton Financial Advisors Clermont |
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Lancaster, PA |
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Gibraltar Private Bank & Trust |
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Coral Gables, FL |
| | | Goldman Sachs | | New York, NY |
| | | GunnAllen Financial | | Tampa, FL |
| | | Harbor Funds | | Chicago, IL |
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Harris Bank-Private Bank |
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Chicago, IL |
| | | Harris Investor Services, Inc | | Chicago, IL |
| | | Hewitt Financial Services | | Lincolnshire, IL |
| | | Hilliard Lyons | | Louisville, KY |
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Huntington National Bank - Trust |
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Columbus, Ohio |
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ICMA-RC IRA |
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Washington, DC |
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Independence Trust Company |
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Franklin, TN |
| | | ING Financial Partners | | Des Moines, IA |
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Interactive Brokers LLC |
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Greenwich, CT |
| | | International Assets Advsiory, LLC | | Orlando, Fl |
| | | Invesco Aim | | Houston, TX |
| | | J.P. Morgan Clearing Corp. | | *****, ** |
| | | J.P. Morgan Private Banking | | Newark, DE |
| | | Janney Montgomery Scott LLC | | Philadelphia, PA |
| | | Janus | | Denver, CO |
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Jefferies & Company, Inc. |
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New York, NY |
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John Hancock Financial Services |
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Toronto, ON |
| | | KMS Financial Services, Inc. | | Seattle, WA |
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LCNB National Bank |
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Lebanon, OH |
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Legg Mason Investment Counsel |
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Baltimore, MD |
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Lehman Brothers Inc. Member SIPC |
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New York, NY |
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LightPort, Inc. |
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Palm Harbor, FL |
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Linsco Private Ledger |
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San Diego, CA |
| | | M&T Securities, Inc. | | Cheektowaga, NY |
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Man Securities Inc |
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Chicago, IL |
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Marquette Asset Management |
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Minneapolis, MN |
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Marshall & IIsley Trust Co. N.A. |
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Milwaukee, WI |
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Merrill Lynch Investments |
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New York, NY |
| | | Mesirow Financial, Inc. | | Chicago, IL |
| | | MetLife Securities | | New York, NY |
| | | Morgan Keegan & Company, Inc. | | Memphis, TN |
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Morgan Stanley Private Wealth Mgmt |
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New York, NY |
| | | Morgan Stanley Smith Barney - MS | | New York City, NY |
| | | Morgan Stanley Smith Barney - SB | | New York, NY |
| | | Multi-Financial Securities Corp | | Denver, CO |
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MWM & Private Banking |
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Malvern, PA |
| | | myStreetscape | | Cincinnati, OH |
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National City PCG Inv Mgt & Trust |
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Cleveland, OH |
| | | National Planning Corporation | | Santa Monica, CA |
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Nationwide Financial |
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Columbus, OH |
| | | NetExchange Client | | Jersey City, NJ |
| | | New England Securities | | Boston, MA |
| | | NEXT Financial Group, Inc | | Houston, TX |
| | | NMIS, LLC | | Milwaukee, WI |
| | | Northern Trust - Investments | | Chicago, IL |
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Northwestern Mutual Wealth Mgmt Co |
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Milwaukee, WI |
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NYLIM Retirement Plan Services |
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Westwood, MA |
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Oakworth Capital Bank Inv |
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Birmingham, AL |
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OceanFirst Bank Trust |
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Toms River, NJ |
| | | Oppenheimer & Co. Inc. | | New York, NY |
| | | optionsXpress, Inc | | Chicago, IL |
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Penson Financial Services, Inc. |
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Dallas, TX |
| | | Pershing Advisor Solutions | | Jersey City, NJ |
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PHH Investment Ltd. |
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Plano, TX |
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Piper Jaffray |
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Minneapolis, MN |
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PNC Investments |
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Pittsburgh, PA |
| | | PNC Investments, LLC | | Pittsburgh, PA |
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PNC Wealth Mgmt Trust Accounts |
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Pittsburgh, PA |
| | | Principal Financial Group | | Des Moines, IA |
| | | Principal Funds | | Des Moines, IA |
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ProFund Advisors LLC |
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Bethesda, MD |
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Raymond James & Associates |
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St. Petersburg, Florida |
| | | RBC Wealth Management | | Minneapolis, MN |
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Retirement Access - Employee |
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Boston, MA |
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RK - Wealth Management |
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Tulsa, ok |
| | | Robert W. Baird & Co. | | Milwaukee, WI |
| | | Royal Alliance | | New York, NY |
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Salin Bank & Trust Company |
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Indianapolis, IN |
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Santa Barbara Bank & Trust |
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Santa Barbara, CA |
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Scott & Stringfellow |
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Richmond, VA |
| | | Scottrade | | St. Louis, MO |
| | | Securian Financial Services, Inc. | | Saint Paul, MN |
| | | Sentinel Investments | | Montpelier, VT |
| | | Sentinel Securities, Inc . | | Reading, MA |
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ShareBuilder |
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Bellevue, WA |
| | | Shareholders Service Group, Inc. | | San Diego, CA |
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Southwest Securities, Inc |
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Dallas, TX |
| | | Stanford Group Company | | Houston, Texas |
| | | StateTrust | | Miami, FL |
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Stephens Inc. Investment Bankers |
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Little Rock, AR |
| | | Sterne Agee | | Birmingham, AL |
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Stifel Financial Corp. |
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St. Louis, MO |
| | | Stone & Youngberg LLC | | San Francisco, CA |
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Synovus Trust, NA |
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Columbus, GA |
| | | T. Rowe Price | | Baltimore, MD |
| | | T. Rowe Price Brokerage | | Baltimore, MD |
| | | TD Ameritrade | | Omaha, NE |
| | | The Investment Center | | Bridgewater, NJ |
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The PrivateWealth Trust Company |
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Chicago, IL |
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The Savannah Bank, N.A. |
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Saannah , GA |
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The Whittier Trust Company |
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South Pasadena, CA |
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The Whittier Trust Company Nevada |
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South Pasadena, CA |
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TheBANK of Edwardsville |
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Edwardsville, IL |
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TIAA-CREF |
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New York City, NY |
| | | TIAA-CREF Brokerage Services | | New York, NY |
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TIAA-CREF Trust Company, FSB |
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St. Louis, MO |
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Tower Private Advisors |
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Fort Wayne, IN |
| | | Tower Square Securities, Inc. | | Hartford, CT |
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TradeKing |
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Boca Raton, FL |
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TradeStation Securities, Inc. |
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Plantation, FL |
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U.S. Bank - TrustNow |
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Minneapolis, MN |
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U.S. Bank - TrustNow CorpTrust |
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Minneapolis, MN |
| | | UBS Financial Services Inc. | | New York, NY |
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USAA Investment Management Co. |
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San Antonio, TX |
| | | VALIC | | Houston, TX |
| | | Van Kampen Funds, Inc. | | Oakbrook Terrace, IL |
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Vanguard Group |
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Valley Forge, PA |
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Wachovia Securities |
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Charlotte, NC |
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Wachovia Trust |
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Charlotte, NC |
| | | Walnut Street Securities | | St Louis, MO |
| | | WaMu Investments, Inc. | | Cincinnati, OH |
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Washington Trust Bank - WTB |
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Spokane, WA |
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Wedbush Morgan Securities, Inc |
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Los Angeles, CA |
| | | Wells Fargo Advantage Funds | | Boston, MA |
| | | Wells Fargo Advisor | | Menomonee Falls, WI |
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Wells Fargo Investments, LLC |
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San Francisco, CA |
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Wells Fargo Retirement Plans |
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Roseville, MN |
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Wells Fargo Trust-Investment Mgt |
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Minneapolis, MN |
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William Blair & Company, L.L.C. |
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Chicago, IL |
| | | Winslow, Evans and Crocker, Inc | | Boston, MA |
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Woodway Financial Advisors |
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Houston, TX |
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WSFS Bank |
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Wilmington, DE |
| | | Ziegler | | West Bend, WI |
| | | Zions Direct | | Salt Lake City, UT |
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Account Access |
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Two ways Financial Institutions support account access: |
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Use Direct Connect to access your account information, pay bills, transfer money and send other instructions to your institution right from within Quicken or QuickBooks. Specific services may vary by institution.
*QuickBooks for Mac 2006 and 2007 supports Web Connect download only. QuickBooks for Mac 2009 supports both Web and Direct Connect. |
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Use Web Connect to automatically enter transactions and update balances in Quicken and QuickBooks simply by logging on to your financial institution's web site and clicking the "Download to Quicken" or "Download to QuickBooks" button.
*QuickBooks for Mac 2006 and 2007 supports Web Connect download only. QuickBooks for Mac 2009 supports both Web and Direct Connect. |
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