Quicken for Windows - NetXInvestor Accounts

Unknown
Unknown Member
edited July 2018 in Investing (Windows)
Quicken 2017 for Windows does not appear to recognize NetXInvestor accounts, even when using the recommended login process.  Because NetXInvestor requires an institution code, the recommended "user name" field is a concatenation of the institution code followed by your "normal" login ID.  The password remains the same.

This returns an error.

Any help would be much appreciated.

image

Comments

  • mshiggins
    mshiggins SuperUser ✭✭✭✭✭
    edited March 2017
    David, please see this post for a solution:



    https://getsatisfaction.com/quickenco...
    Quicken user since Q1999. Currently using QW2017.
    Questions? Check out the  Quicken Windows FAQ list
  • Unknown
    Unknown Member
    edited October 2017
    Thank you.  I can confirm that the solution documented there worked for me, even with a different investment firm.
  • mshiggins
    mshiggins SuperUser ✭✭✭✭✭
    edited March 2017
    DJM said:

    Thank you.  I can confirm that the solution documented there worked for me, even with a different investment firm.

    Excellent. Thanks for posting back to confirm the solution.
    Quicken user since Q1999. Currently using QW2017.
    Questions? Check out the  Quicken Windows FAQ list
This discussion has been closed.