Online Banking Services Not Working After Upgrading to the Latest Version of Quicken

Product Version
Windows
Windows 2018
Windows 2017
Windows 2016
Windows 2015
289 people found this helpful

 

Overview

In some cases, online banking may not function properly after upgrading to the latest version of Quicken. This situation is typically caused by changes in the way online services are handled in the different versions of Quicken. The following procedure shows how to correct this issue.

If you are unable to connect, then your account may need to be deactivated and reactivated. This can be done by following the directions below:

  1. In Quicken, go to Tools > Account List.
  2. Find the account in the list, and click Edit.
  3. Click on the Online Services tab.
  4. Click Deactivate.
  5. Click Yes on the confirmation prompt.
  6. Repeat steps 1-5 for each affected account.
  7. When finished, close and reopen Quicken.
  8. Click the "+" (plus sign) above the Account Bar (or Add Account button at the bottom of the Account Bar in older versions);
  9. Walk through this process as if you were going to add a new account, providing the login credentials and answering any security questions/processes presented, UNTIL you reach the screen where Quicken displays the accounts discovered at the financial institution;
  10. Very carefully LINK each of the found accounts to the appropriate account you already have setup in Quicken.

If you are still having problems downloading, then write down the exact error message you're receiving and search our support site for a different resolution.

Help us improve our support center

Still can't find what you're looking for? Contact Support

Ask our community for help and to learn more about Quicken

Ask the community