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setup My brokerage account

Ron Struthers's Avatar

Ron Struthers

11 Mar, 2026 10:42 PM

need help downloading my brokerage account data

  1. 1 Posted by Ron Struthers on 11 Mar, 2026 10:44 PM

    Ron Struthers's Avatar

    can not get my brokerage account to download data

  2. 2 Posted by dwg on 11 Mar, 2026 10:48 PM

    dwg's Avatar

    The basic instructions for setting up an Investment Account are in the Knowledge Base at https://infinitekind.tenderapp.com/kb/investment-accounts

    For downloading data we need a lot more information for example

    - What Broker
    - Does the Broker support Direct Connect
    - Is the brokerage supported in Moneydance+
    - Or do you intend to do manual downloads and what file formats are provided e.g OFX/QFX, QIF

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