Brown Advisory (TouchPoint) [edited]

DGay
DGay Member ✭
edited January 24 in Report Missing Financial Institution

the url link to access client data is: https://touchpoint.brownadvisory.com/brown-web/login/loginForm.go#BROWNTP

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  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    @DGay, thanks for posting your request to the Community!

    It looks like this bank is already supported in Quicken Simplifi under "Brown Advisory - Mutual Funds":

    Screenshot 2024-01-09 at 3.52.11 PM.png

    Can you give this option a try and let us know how it goes, please?

    -Coach Natalie

  • DGay
    DGay Member ✭

    @Coach Natalie

    Thank you for looking at my question; although, this does not resolve my issue. My Brown Advisory account isn't a mutual fund account so my login credentials do not work. I log into my Brown investment accounts through Touchpoint with url given above.

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