Working With Quicken®

About Quicken

Quicken software can be used to track and review an investment portfolio, download account balances, view investment holdings, and review 18 months of transaction history.

To access your accounts in Quicken, register for Allspring online account access and then log in to Quicken.

Frequently asked questions

What should I do if I don't see Allspring as an option in the Financial Institution list in Quicken?

To connect your existing Allspring Global Investments account: 

1. In the Dashboard, click the + New button in the upper right of the Accounts List 
2. Search for "Allspring Global Investments" in the Search bar 
3. Once you've selected your institution, click Continue 
4. Enter the User ID and Password you use to sign in to your Allspring website, then click Connect 
5. Select which accounts to add and click Add when finished

How often is my account information updated, and when is it as of?

Accounts automatically refresh when you sign in and the "Last Updated" timestamp shows when your account was last refreshed.

Why does the transaction information on my statement not match the data downloaded into Quicken?

Quicken information is provided by a third party; therefore, we do not have control of how data is displayed. If there are discrepancies between your statements and the data in Quicken, you can manually correct it. If you need to access your Allspring Funds statements, please log in to your account.

What type of security is implemented to protect my account information?

Quicken uses robust 256-bit encryption to securely transmit data from our aggregation partners servers. Your login credentials are encrypted and stored on our aggregation partner's servers, while financial data is stored on Quicken-hosted servers. Both we and our aggregation partners use state-of-the-art security measures to protect your information.

What if I forget or lose my password for my account?

If you need to reset your password, visit our Login page to get started.