Unable to Setup Express Web Connect or No New Transactions Download

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If you're unable to set up an account for Express Web Connect, or if you're not able to download new transactions, the cause could be that the bank account login password uses special characters that interfere with Quicken's ability to download transactions.  These special characters are ampersand (&), left carat (<) and right carat (>).


To fix this issue:

  1. Log in to your bank's website
  2. Change your password to use characters other than &, < or >
  3. Launch Quicken and go to Tools > Password Vault > Add/Edit Passwords
  4. Click on the account in the Password Vault
  5. Choose Change Password for the account
  6. Enter in the same password you just used to log into the bank's website, and click Change, then Done
  7. Select Tools One Step Update to confirm that the error is resolved
NOTE: If your password does not contain any of these three special characters, OR if this error persists after correcting the password, please Contact Us so we can help fix this issue.

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Tip: To find out which version of Quicken you are using, open Quicken go to Help menu and select About Quicken.