Quicken® FAQ

Find answers to frequently asked questions about downloading information from your Ameriprise Financial accounts into Quicken. Select from General Help, and Brokerage accounts and investments to learn more.

General help

Explore answers to questions about getting started with Quicken.

How can I ensure the safety of my Ameriprise account information?

Ameriprise Financial uses safeguards to protect your privacy and security.

To protect the privacy and security of your data once it is downloaded into Quicken, Ameriprise recommends you encrypt your Quicken data file.

To learn more about how Quicken protects financial information, please visit the Quicken Support website.

Learn more about protecting your information online by visiting ameriprise.com.

Important Notice: Quicken currently has a 30-character password limit.  If you wish to pass your Ameriprise data to Quicken, make sure your Ameriprise password is 30-characters or less. If needed, you can log in and change your password on your Ameriprise profile page.

How do the different download methods work?

Direct Connect allows you to set up your Ameriprise accounts and initiate downloads from within Quicken using One Step Update.

Web Connect requires that you download account information from the Ameriprise site and then import the files into Quicken.

Web Connect and Express Web Connect are not supported by Ameriprise Brokerage.

Why do I need to verify my identity for Quicken Direct Connect?

For your security we must verify your identity before enabling Quicken's Direct Connect download method. To verify your identity you must complete the verification process by entering your online User ID and Password on the verification page.

If you have more than one quicken file, multiple computers you wish to complete downloads on, or have different types of accounts with Ameriprise, e.g. Brokerage or Card, you will need to complete the verification process more than once.

How does the verification process work?

If you have not completed the verification process you will be prompted from within Quicken. Please follow the prompts and instructions from within Quicken and on the verification page. You will need your Ameriprise online User ID and Password to complete this process.

When you enter your User ID and Password on the verification page, Ameriprise will run a check to verify your identity. The check will only take a few minutes to complete.

Once verification is complete, you will be instructed to close the Ameriprise window, return to Quicken and complete your Quicken activity within 30 minutes. If you do not complete your Quicken activity within 30 minutes, you will need to repeat the verification process.

What if I don't want to verify my identity for Quicken use?

In order to use Quicken's Direct connect download method, you must complete the verification process. For help with the verification process, please call customer service at 800.862.7919.

Will I have to verify my identity every time I use Quicken?

For most clients, verification occurs once for your credit card and Brokerage accounts. However, you may be required to complete the verification process more than once if you:

  • Run Quicken on multiple computers
  • Use multiple Quicken files
  • Use multiple versions of Quicken
  • Have credit cards, bank accounts and brokerage accounts
What versions of Quicken are supported by Ameriprise?

Ameriprise supports the current version and previous two versions of Quicken for Windows and for Mac.

How do I download using Direct Connect?

For help setting up and downloading account information, visit the Quicken Support website and reference your version of Quicken.

Generally, once your account has been set up, you can launch Quicken and select Update Accounts.

Are there any fees or charges for using Direct Connect?

Ameriprise does not charge a fee for downloads using either Direct Connect or Web Connect.

How can I get Quicken assistance?

Intuit, the maker of Quicken, has many options available for assistance with your software. For help with a Quicken installation, data conversion or product defect, please visit the Quicken Support website.

From within Quicken, you can search for your topic by entering keywords and phrases.

Brokerage accounts and investments

Get answers to questions related to your investment accounts with Ameriprise Financial.

What types of Ameriprise Brokerage accounts can I download into Quicken?

Ameriprise Brokerage accounts that you own or are able to view online are available for download into Quicken.

How do I set up my brokerage account in Quicken?
  1. Open Quicken.
  2. Select Add Account and follow the on-screen instructions.
  3. Click on the Help icon for more information.
  4. Select Ameriprise brokerage 133 Direct as your brokerage.

Please refer to your Quicken user guide for instructions on how to transfer your historical investment information, such as cost basis, from your current account to your new account.

How do I download my brokerage account into Quicken?

For information on setting up and downloading account information please see the Support Section of the Quicken Website for your specific version of Quicken.

For most clients, once your account has been set up you can launch Quicken and select Update Accounts.

Can I download more than one Ameriprise account into Quicken?

Yes, you can download all Ameriprise Brokerage accounts that you own or are able to view online into Quicken.

How much history can be downloaded?

For your Ameriprise Brokerage accounts, you can download up to 90 days of activity using Direct Connect.

How do I reconcile transactions if I just set up a new profile?

When Quicken recognizes a new transaction that has not been accepted, it will generally be noted on the Update Summary page with a red flag. Select the flagged account and review transactions.

If you have additional questions about Quicken functionality or using your version of Quicken, please navigate to the Quicken Support website.

I am unable to successfully download information from my accounts into Quicken. Why is this?

There are multiple reasons why the download could be unsuccessful. For help, please visit the Quicken Support website.

How can I get Quicken assistance?

Intuit, the maker of Quicken, has many options available for assistance with your software. For help with a Quicken installation, data conversion or product defect, please visit the Quicken Support website.

Also, from within Quicken you can choose Help from the menu bar. Scroll through the index for your topic or search by entering words and phrases.

Investment products are not federally or FDIC insured, are not deposits or obligations of, or guaranteed by, any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
The Ameriprise Financial MasterCard® credit cards are issued by Barclays Bank Delaware pursuant to a license from MasterCard International Incorporated. MasterCard is a registered trademark of MasterCard International Incorporated.
Ameriprise Financial Services, LLC. Member FINRA and SIPC