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Home > Account Access > Quicken and Money Downloads
 

Intuit Quicken and Microsoft Money

Online services provided through Intuit Quicken® and Microsoft® Money allow you to retrieve account data from your Sterne Agee account. Current balances, transactions, and holdings from your account(s)s are updated through a direct, secure connection via the Internet.

Quicken's online investment tracking allows you to access account and investment information easily at anytime. Through the stock quote feature, portfolio holdings can be updated to reflect current values. You may also use this data to create detailed reports on your financial portfolio.

Getting Started Is Easy!

  • You must first register for Sterne Agee On-line Account Access by contacting your Financial Advisor or submitting your request online

  • Sterne Agee is listed among the supported financial institutions in Quicken. You can find us in the drop down menu, or search by typing in Sterne Agee and Quicken will return a link in response to your search.

  • Select Sterne Agee and enter your ID and password. After the initial connection, you will see a list of your accounts set up for Client Access.

If you have questions about our online services, please contact your Financial Advisor or submit your question online.