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How many days worth of data is available for me to download to Money or Quicken?

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How many days worth of data is available for me to download to Money or Quicken?

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Only those transactions listed in the account history screen are available and that includes only the lesser of the last 60 days or 120 “lines” of transactions. The key to having complete information is to download often. A good rule of thumb is to download data at least once every month, but how frequently you choose to download data will depend on the volume of the activity on your account. Back to Top Q: I’ve requested an Account to be added, but it doesn’t show up in my online Account Summary. A: When you request an account to be added, the request is placed in a queue for verification. This verification process may take a couple of business days. If, after a couple of days have passed and the account is not displayed in your account summary page, send an online message to the Online Desk and the matter will be researched.

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