Trying to download transactions from Cetera Investments fails

Michael232

Unknown

@Micheal

First off "Web Connect" is downloading the QFX file and opening it in Quicken to import your transactions.

You should be able to just open the QFX file in your web browser or in File Explorer and it will be imported into Quicken or you can use:
File -> File Import -> Web Connect... to browse and open the QFX file.

You should be able to get your transaction that way, but of course it is much more desirable to get them automatically.

There are two automatic methods.  One is called Express Web Connect, and the other is Direct Connect.  Direct Connect is the more reliable because it is Quicken talking directly to your financial institution using a set protocol.

Looking that the fact you have an error code OL-220A that is a Direct Connect error code (the OL part) of it.  That is the main reason it sent you to your financial institution to get it fixed.  Because most likely they are the only ones that can fix it provided this isn't just a temporary server problem.

But that doesn't mean that contacting Quicken support might help because they might be able to read the logs and point you in the right direction.
https://www.quicken.com/support#windows

Here is the information I have on OL-220A:

Quicken was not able to complete your request. The next time you go online for this financial institution, Quicken will attempt to re-send your original request. Please try again later. If the problem continues, call <financial institution name> at <contact info>.

Quicken did not receive a valid response from the server.

Parse error in server response.  Check ConnLog.txt file for parse checker error. Check OFXLog.txt for offending OFX.


The Connection log and OFX logs can be found at:
Help -> Log Files

Michael232

Unknown