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If your brokerage offers online bill payment, and you want to create a reminder or a repeating online payment for any of your regular cash transactions, you must add a linked checking account to your brokerage account.
When you add a linked checking account, Quicken will automatically transfer the cash proceeds from any transfers or investment transactions into the checking portion of your investment account. Use the linked checking account the same way you'd any other Quicken banking account. To learn more, see Use a linked checking account.
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