In observance of the Independence Day federal holiday, the New York Stock Exchange and Capital Group’s U.S. offices will close early on Wednesday, July 3 and will be closed on Thursday, July 4. On July 3, the New York Stock Exchange (NYSE) will close at 1 p.m. (ET) and our service centers will close at 2 p.m. (ET)
These instructions apply to Quicken® 2016–2019. Technical questions about Quicken should be directed to the Quicken website.
Create New File
Add Account
Add Brokerage Account
Add Brokerage Account (Continued)
Note: You can enter your fund and account number separated by a comma instead of your Social Security number (e.g., 01,12345678).
Accounts Added
One Step Update
One Step Update Summary
These instructions apply to Quicken® for Mac 2016–2019. Technical questions about Quicken should be directed to the Quicken website.
Add Brokerage Account
Add Brokerage Account (Continued)
Note: You can enter your fund and account number separated by a comma instead of your Social Security number (e.g., 01,12345678).
Accounts Added
Accounts Added (Continued)
Note: In Quicken for Mac, Buy transactions appear as negative transactions and Sell transactions appear as positive transactions. In addition, the “Today’s Balance” field will always show “$0.00” as it’s meant for Cash Balances which aren’t applicable to American Funds. Both items are limitations of Quicken for Mac and do not impact account values.