How do I download transactions from my Raymond James brokerage account?
I have the same question. A brokerage account is NOT a checking or savings or money market. I am not sure that webconnect would work as it does not allow for a "brokerage" type of account in the menu list.
In researching this I found all sort of suggestions in the broader community (including using inventory). The consensus seems to be that it cannot be done in QB as QB is not equipped with what it takes to track brokerage account. I still find it hard to believe as many organizations may invest some extra cash to get some returns.