How can I get my information from Motley Fool Wealth Management into Quicken, TurboTax, and other third party services?

Quicken and TurboTax are among several third-party services that you can connect directly to your Interactive Brokers (IB) account. You will need a token and query ID from IB for your third-party reports. Please visit IB’s “Third-Party Reports” instructions page for step-by-step instructions. 

For Fool Wealth clients who use Charles Schwab as their broker, you can review and manage third-party services connected to your Schwab account by logging into your Schwab client portal, navigating to Profile, and then Security Settings. Please visit Schwab’s “How to manage third-party access to my account information” page for step-by-step instructions.