Portfolio Brokerage Import Help

This page is designed to give brokerage-specific instructions to uses having trouble importing their data to Wikinvest's Portfolio.

Common Issues

• Several brokerages require you to enable Quicken direct connect support. You can often do this while logged into your brokerage's website, but you may need to call them directly.
• Some institutions (generally banks with brokerage services such as UBS, Chase, etc.) may issue you a different set of login credentials for Quicken direct connect access through Wikinvest. In these cases, the login credentials you enter will NOT be the same username and password as when you log in directly to your brokerage.
• Wikinvest's Portfolio is completely free, however, some institutions will charge a monthly fee for direct connect service.

Brokerages

Ameriprise Financial

Please note that accounts ending in -133 currently are unable to be imported to Wikinvest. We apologize for this, and are working on a way to enable support for these accounts.

Banc of America / Bank of America

Please note that you must have "Intellibroker" credentials before your portfolio can be imported into Wikinvest. In order to activate this and obtain a different set of login credentials for Wikinvest, you can contact their customer support at (1-800-926-1111) or at https://baisidirect.com/live/login.jspv and have this activated.

Bear Stearns

Please note for former Bear Stearns account holders & J.P. Morgan clearing account clients - your account may require you to have recently logged in to your account at www.jpmorgansecurities.com before you can import your data into Wikinvest. If you are unable to import your account data into Wikinvest the first time around, try logging into your account directly at www.jpmorgan.com, and then try importing your account data into Wikinvest again.

Franklin Templeton

Please note that you will need to register for Quicken direct connect access at www.franklintempleton.com in order to import your account to Wikinvest. If you have any trouble activating Quicken direct connect online, please call Frank Templeton directly to request it.

Hewitt

Please note that Hewitt Associates - Your Benefits Resources accounts require you to add your company ID to the end of your username with a hyphen. For instance, if your username was 123456789, and your company ID is 12345, then you would enter 123456789-12345 as your username. You can find your company ID on your company's benefits website.

Janus

Please note that Janus uses your SSN as your Username. Your ATM PIN and Janus.com PIN are the same 4-8 numbers.

J.P. Morgan

Please note that for former Bear Stearns account holders & J.P. Morgan clearing account clients - your account may require you to have recently logged in to your account at www.jpmorgansecurities.com before you can import your data into Wikinvest. If you are unable to import your account data into Wikinvest the first time around, try logging into your account directly at www.jpmorgan.com, and then try importing your account data into Wikinvest again.

Mercer 401k

Please note that Mercer 401K uses your SSN as your Username.

Morgan Keegan

Please note you must first register for Morgan Keegan's Client Access online service. This is as simple as contacting your financial advisor to obtain a user ID and password, and you can contact their customer service at 1-877-365-3638. Then you will need to sign on to Morgan Keegan's Client Access Web site at least once before attempting to add your account to Wikinvest.

Morgan Stanley

Please note that this import supports non-ClientServ clients, only. If you use https://www.morganstanleyclientserv.com/ to access your account, please go back to the account add screen and choose Morgan Stanley ClientServ.

Morgan Stanley ClientServ

You must enable your account to allow it to download activity. After logging in at www.morganstanleyclientserv.com, you have to go under the Activity tab, then under Account Activity, and then Download Settings. You then have to click on the Download Activity Enable button for each account you wish to sync.

Please note that this import supports ClientServ clients, only. If you do not use https://www.morganstanleyclientserv.com/ to access your account, please go back to the account add screen and choose Morgan Stanley.

Oppenheimer & Co.

Please note that you should be using your Oppenheimer Client Website ID and Password. If you do not have these, please contact your financial advisor to request Quicken direct connect access.

Pershing

Please note that Pershing Advisor clients should use their Netexchange Investor ID and password.

UBS

Please note you may need to call UBS support (1-888-279-3343) to activate Quicken direct connect in order to use Wikinvest's portfolio tracker. When you do this, UBS will provide you with separate login credentials for use logging in from Wikinvest.

You will need to change the temporary password provided by UBS via Quicken.

USAA

Please note that your PIN is your 4-digit Website PIN, not the password you use to access USAA's website, nor your ATM PIN.

Waddell and Reed - Ivy Funds

Please note you may need to visit www.waddell.com to enroll or log into your account if you are a first time user.

Tips for Reporting Issues

If you continue to have difficulty importing your account, please let us know. When you write in please include the following information to help us respond to you quicker:

• Name of the brokerage you are having difficulties with
• The URL you use to login to your brokerage (i.e. www.schwab.com)
• Any error messages you are getting in response.
• Whether there is something unique about the accout (i.e. IRA, 401K, joint owner, etc)

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