Brown Advisory (TouchPoint) [edited]

DGay

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

Coach Natalie

@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":

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

-Coach Natalie

DGay

@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.