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Quicken can automate much of your security setup by downloading information, including security names, prices, asset classes, and fundamentals.

  • If you want Quicken to download security information for you, choose Connect Now, and then click Next.
  • If you don't have Internet access, or if you prefer to enter security information manually, choose Don't connect, and then click Next.

If you choose Don't connect, you can still manually add a security, update prices, or enter transactions from your account statement.

Notes

There are many other advantages to connecting Quicken to the Internet. You can update transactions from your financial institution, pay bills online, download investments research, have Quicken automatically update your software, and so on.