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1. How to Add a Direct Connect Account in Quicken In many cases, you can track your brokerage account's cash transactions from in the account of investment. When you decide to use bill and profits reminders with the coins in your funding account, wherein case you will need to add a related bank account to manipulate your funding account's coins transactions. 1. You have to first click on choose Tools and hit OK on Accounts List. 2. After that select the investment account to which you'd like to add a related checking account, after that click on edit. 3. If it is very important then click on the General tab. 4. For the Show coins in a bank account option, hit OK on the option of Yes. 5. You have to record all the data. After the backup is completed, Quicken creates the connected bank account with the identical call as your investment account, plus the suffix Cash. 6. After that select OK to close the Account Details conversation and shop your changes. If you did not understand what to do after the information then you can call on Quicken support number for taking the help from Quicken Support. You need to use Quicken because Quicken converts all the transactions in the investment account to their switch equivalents. For example, Buy transactions are transformed into Buy transactions, Sell transactions are transformed into Sell transactions, and many more. How to Delete my Account? Before you may delete either account, you'll need to unlink them. To do this: 1. You have to choose the Tools menu and then hit OK on Account List. 2. After that click the Edit button next to the funding account you would really like to unlink or delete it.

2. 3. On the General tab, hit OK on NO subsequent to Show cash in a checking account. How do I Trade an Account? 1. You have to first choose the Tools menu and hit OK on Account List. 2. Then click on the Edit button subsequent to the account you need to trade. ... 3. After that change the account information. 4. Click on the Online Services tab of the Account Details conversation for activate, deactivate, or reset online services, You can use up to 512 accounts of every account in a Quicken account but if your account has credit, funding, etc. A file may be moved from one PC to another PC, but it cannot be used on both computers at the same time. Quicken wishes to be set up on each laptop. You can find instructions to move your facts document to another PC here. For any help, you can call Quicken support for Quicken help Desk.