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  2. Quicken Interchange Format - Wikipedia

    en.wikipedia.org/wiki/Quicken_Interchange_Format

    Quicken's proposed replacement for the QIF format has been the proprietary Quicken Web Connect (QFX) format. It is commonly supported by financial institutions to supply downloadable information to account holders, especially by banks that support integration of Money or Quicken with their online banking. Not everybody, however, was, or is ...

  3. Fidelity Investments - Wikipedia

    en.wikipedia.org/wiki/Fidelity_Investments

    Fidelity Investments, formerly known as Fidelity Management & Research (FMR), is an American multinational financial services corporation based in Boston, Massachusetts.. Established in 1946, the company is one of the largest asset managers in the world, with $5.4 trillion in assets under management, and $14.1 trillion in assets under administration, as of June 2024, [4] Fidelity Investments ...

  4. Open Financial Exchange - Wikipedia

    en.wikipedia.org/wiki/Open_Financial_Exchange

    QFX is a proprietary variant of OFX used in Intuit's products. In Intuit products, OFX is used for Direct Connect and QFX for Web Connect. Direct Connect allows personal financial management software to connect directly to a bank OFX server, whereas in Web Connect, the user needs to log in and manually download a .qfx file and import it into Quicken.

  5. YNAB (You Need A Budget) Best overall budgeting app. Get it for $109 a year or $15 a month at YNAB. Monarch Money. Best Mint alternative. Get it for $100 a year or $15 a month at Monarch Money ...

  6. Fidelity's Smart Way to Convert Your 401(k) into Income - AOL

    www.aol.com/news/lucrative-way-convert-401-k...

    Fidelity Investments plans to … Continue reading → The post There's a New Way to Convert Your 401(k) into a Pension-like Stream of Income appeared first on SmartAsset Blog.

  7. E-Trade - Wikipedia

    en.wikipedia.org/wiki/E-Trade

    History. E-Trade logo from February 3, 2008 to December 31, 2021. In 1982, physicist William A. Porter and Bernard A. Newcomb founded TradePlus in Palo Alto, California, with $15,000 in capital. In 1983, it launched its first trade via a Compuserve network.

  8. QFX (file format) - Wikipedia

    en.wikipedia.org/wiki/QFX_(file_format)

    QFX (file format) QFX is Intuit 's proprietary version of the standard OFX financial interchange file format. QFX is used in Intuit 's "Web Connect" and "Direct Connect" features to transmit and receive financial information over the internet. [1][2][3] A QFX file is a standard OFX file with additional fields to support a licensing fee paid by ...

  9. Quicken - Wikipedia

    en.wikipedia.org/wiki/Quicken

    Quicken is a personal finance management application originally developed and offered by Intuit, Inc. Intuit sold Quicken to H.I.G. Capital in 2016, [1] and H.I.G. sold Quicken to Aquiline Capital Partners in 2021. [2] Quicken runs on Windows and Mac systems, though the data is incompatible between the two versions.