What if I need to resolve a difference between my Quicken portfolio and the downloaded holdings from my broker?
If your participating financial institution offers online account services with Quicken, you don't have to wait until you get a statement to confirm that your accounts agree with your broker's records. Just go to the Quicken Online Center and click Compare to Portfolio.
Note for our Canadian Customers
The following terms will be different in the Canadian releases of Quicken.
Canada: "Cheque" / United States: "Check"
Canada: "Colour" / United States: "Color"
Canada: "Centre" / United States: "Center"
Canada: "Realise" / United States: "Realize"
Canada: "Behaviour" / United States: "Behavior"
Canada: "Analyse" / United States: "Analyze"