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Quicken & Microsoft Money



In this fast paced world, many individuals have been accustomed to technology and software programs to help organize their lives. There has been a growing trend towards “paperless” statements. Just over a decade ago, many of us were still stuffing our filing cabinets and calculated our taxes by hand.

The popularity of programs such as Quicken and Microsoft Money significantly increased over the years. With a few clicks of a mouse, transactions can be downloaded and allocated into different categories. Personal finance has never been any easier! What’s even better is that you can prepare your taxes in less time with less frustration. To accommodate for the increased demand, we are pleased to announce that Quicken and Microsoft Money compatibility is available FREE to all Firstrade customers.

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To download your account information to Microsoft Money or Quicken, please log in to your Firstrade account and locate the “Account Download” button on the left hand side.

 

 
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