instructions

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Instructions to upgrade your Quicken experience
Goldman Sachs Private Wealth Management is performing an upgrade to offer you a more secure and seamless experience when retrieving portfolio and balance details in Quicken.
Please note that you will have access to the current experience until 9 PM EST on March 20, 2023. To ensure a smooth transition, you must migrate your account information beginning Mar 21, 2023 by following these&nbsp;instructions here (click on the below&nbsp;links&nbsp;to view more information):
<ul>
<li><a title="Existing Quicken Users" href="/us/en/ext/ofx/instructions/migration" target="_blank">Existing Quicken Users</a></li>
<li><a title="New Quicken Users" href="/us/en/ext/ofx/instructions/fresh-setup" target="_blank">New Quicken Users</a></li>
<li><a href="/quicken/Goldman%20Sachs%20Private%20Wealth-Quicken%20Integration%20FAQ.pdf" style="background-color: rgb(240,240,240);" target="_blank">FAQs</a></li>
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