Quicken Users:
Now You Can Integrate Your TD Ameritrade Account with Your
Quicken Account!
It’s easy to access your TD Ameritrade Account through Intuit’s Quicken software. To start, your
account must first be activated for Quicken access by TDA’s Technology Services Team. Once
your account has been activated, just open Quicken and follow the steps below:
1. Select File and then New Quicken File in the upper left corner.
2. Select “New Quicken Account” and click OK.
3. Click on “Brokerage” under “Investing & Retirement.”
4. Choose TD Ameritrade for your financial institution.
5. Enter your TD Ameritrade UserID and Password in all lowercase into the appropriate fields.
(You can skip this step if you would only like for one account to import into Quicken;
otherwise this step will import all linked accounts).
OR
6. Enter your 9-digit Account Number in the UserID/username box, your 4-digit Pin number
(provided by TD) in the Password fields and click “Connect”
7. Click “Next” in the lower right area of your screen.
8. You can choose to assign a nickname to your account. Once you’re finished, select “Next.”
9. Quicken should then identify the account. Next, select “Finish.”
10. Select the red-flagged account on the left side of Quicken on the account list to open a
window and accept all the transactions.
11. After all transactions have been accepted, you will be prompted to enter your current cash
balance. Enter and select “Done.”