How do I copy a Quicken investment portfolio to a Quicken.com investment portfolio?

1. Choose Edit menu > Preferences.

2. Choose Investing.Quicken.com Portfolio on the left side of the window.

3. Select the investment accounts you want to view on Quicken.com.

4. Specify the settings you want to use.

5. Click OK.

6. Choose Tools menu > One Step Update.

7. If you haven't already registered your software, you'll be prompted to do so at this time.

8. Click Update portfolio on Investing.Quicken.com check box to select it.

9. Click the Update Now button, and then click Done.

Notes

To view your portfolio, go to investing.quicken.com, and sign in.