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 online account access and 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?

In Quicken, click on the Finance menu and select One-Step Update. These steps will automatically update the financial institution.

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

Account information is updated once each business day prior to market open.

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 statements, please log in to your account.

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

We have implemented several measures to provide security for your account information. When you download account information into Quicken, it is encrypted using Secure Socket Layer technology.

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.

Contact Us

We look forward to helping you with your investment needs