How to: Download QIF files from Dodge And Cox

See the Importing Transactions help file for general instructions on how to import transactions.

1. Log in to your Dodge and Cox account
2. For each of your accounts:
3. Make sure Transaction History is selected and click Go
4. On the next page make sure QI” is selected as the file format
5. Make sure the date range is correct
6. Click Continue. The QIF file will download.

Note: Please contact Dodge and Cox technical support for further help

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