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Quicken for Windows - NetXInvestor Accounts

unknown

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.

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mshiggins

David, please see this post for a solution:

https://getsatisfaction.com/quickenco...

unknown

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

mshiggins

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.