![]() It is recommended that you upgrade to the newest version available because older versions are sunset each year. You will need to upgrade to a compliant version listed directly above. What do I do if my software is non-compliant? What versions of Quicken® support downloading my investment data? Select which accounts you would like to download, choose from the preset list of time periods, and then click the Download button. ![]() Go to the Accounts & Services tab, select Account Services, and then select Account Download. How can I download my investment account information to Quicken®? Here are answers to some of the most frequently asked questions about downloading account information using Quicken®.
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