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How to: Download QIF files from Scottrade

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

  1. Log in to your Scottrade account
  2. Select the My Account tab at the top of the screen
  3. Click the Account History link at the left of the screen
  4. Beneath Date select All Available
  5. Beneath Download File select Money/Quicken
  6. Click the Go button next to Money/Quicken (not the Go button next to Symbol)
  7. A new window will appear with two links: Trade History Records and Financial History Records
  8. Each link will download a QIF file. The first file (Trade History) contains trades. The secon file (Finacial History) contains deposits and withdrawals.
  9. After downloading the QIF files import them to your portfolio

    10. Note: The Scottrade website is incompatible with some web browsers. If you have difficulty following these steps please contact Scottrade technical support, not Icarra support.