Unable to reconnect to PSECU after they changed to Express Web Connect
Running Windows 2016 Deluxe version R18.2 Build 25.1.18.2 on Windows 10
PSECU changed their Quicken download method to Express Web Connect in mid August. I was able to reconnect at that time. Then they did major system work over Labor Day weekend. After on-line banking was back up I was unable to connect to download. I disconnected my accounts and am unable to reconnect. The Activation processes finds my accounts but they all show "Unknown Type" and the activation fails.
PSECU changed their Quicken download method to Express Web Connect in mid August. I was able to reconnect at that time. Then they did major system work over Labor Day weekend. After on-line banking was back up I was unable to connect to download. I disconnected my accounts and am unable to reconnect. The Activation processes finds my accounts but they all show "Unknown Type" and the activation fails.
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Most Express Web Connect connectivity issues can be resolved (permanently) by executing the procedure below. It is important that you follow procedure precisely. Don't skip steps or use alternate methods.Please post (detailed) results.
To start, as a diagnostic test, create a new Quicken file and try to set up your Express Web Connect downloads in the newly created file. If you can successfully download via EWC into the new file (and maintain the correct currency setting for all affected accounts), then deactivate the online connections in the test file and go back to your old/original file and complete the following procedure, being careful to follow it exactly and not skip any steps. If you were able to download into the new file, executing the following procedure will likely resolve your downloading issues.
- Create a copy of your data file using File-->File Operations --> Copy;
- Open the newly created copy;
- Go into Tools-->Account List
- For all active Express Web Connect (EWC) connections, including Hidden accounts, click on Edit then click on the Online Services tab. Then click "Deactivate". Before closing each Account Details dialogue box, delete the financial institution name and account number from the General tab. Note: you do not have to deactivate Direct Connect or Web Connect connections; leave those activated.
- Once you are done deactivating all EWC connections, go to Tools-->Online_Centre and hold down CTRL + SHFT while you click on UPDATE/SEND button or the "UPDATE ACCOUNTS" button (it is labelled differently between versions). [Note: some users cannot complete this step because they have an EWC LINKed mortgage account that can't be deactivated. If this applies to you, contact Quicken tech support for a method to deactivate the EWC connected mortgage]
- Close Quicken [don't skip this step]
- Re-open Quicken
- Create a copy of your data file using File Operations --> Copy;
- Open the newly created copy;
- Perform a file validate: File_Operations-->Validate&Repair-->Validate_File-->OK; if this first validate finds an account error, referencing an account with a name similar to "ACCT_24" or "ACCT_2c" or anything starting with "TEMP", which don't appear in your account list or category list, then the validate process is flushing out the corruption causing the unknown account type in EWC setup.
- Perform another file copy again using File Operations --> Copy;
- Again, open the newly created file.
- Validate the file again; if this second validate finds a problem with a category, which wasn't found on the first validate then you are continuing the process of flushing out the corruption causing the "Unknown Type" in the EWC setup.
- Perform another file copy again using File Operations --> Copy;
- Again, open the newly created file.
- Validate the file again; typically, there will be no error found this time, but if you do find another account error, repeat the cycle until no account or category issues are found.
- Go to the Online Centre. Hold the Ctrl+Shift+F3 keys and click Contact Info in the Online Center screen. This will bring up a list of all FI profiles contained in the data file. There should be no FI's in that list other than those associated with direct connect connections; i.e. if you use Express Web Connect or Web Connect to connect to a particular FI, then that FI should not appear in this list. If any FIs for which you use WC or EWC do show up, delete them from this list because it may help clear any invalid profiles from your data file.
- Close Quicken.
- Reopen Quicken.
- Go to Account list, click on Edit for one of the files for which you want to re-setup Express Web Connect, Click on the Online_Services tab, click Setup and follow the instructions.
- When you get to the dialogue box where you can ADD, LINK, or IGNORE accounts, be certain that you LINK the accounts. It is critical that you pick the link account from the pick list even if Quicken appears to have proposed the correct link automatically. Don't just accept the auto LINK.
- Once the setup process completes, you'll probably be back up and running
- You may have duplicate transactions, which you can accept into the register (if not accepting automatically) and delete
Please post back with detailed results.Premier on Windows 10
I can add all other online accounts back - just not PSECU.
Premier on Windows 10
My inclination is to believe that the issue is on PSECU's side of things. Something they did when they updated their systems over the Labor Day weekend seems to have broken EWC.
Premier on Windows 10
If you are able to call PSECU, it would be great if you could let them know that you've been in touch with other customers, including an experienced IT guy. The fact that everything worked fine prior to their Labor Day upgrade and stopped working thereafter is a pretty clear indicator that they broke something on their side of things.
their IT folks were skeptical that there was an issue, but she finally
convinced them it wasn't working on Friday. They called Quicken who
confirmed it from their end (no idea why Quicken didn't call their PSECU
contact last week...). PSECU will be making a firewall change sometime
today, so hopefully it will be working tomorrow.
(800) 237-7328 ext. 3838 and report each time there is an issue. I
believe this is their technical customer support desk. They will
subsequently bring the issue to the attention of the IT department who
needs to address the issue(s).
Mine was working fine until a
couple or 3 days ago, I'm now getting a password error, which I know is
not the case as I have no problem logging into the PSECU website... I
need to all too!
I ended up on the phone with Quicken
support who had me disconnect and reconnect my accounts (major PITA).
They told me that when a bank updates its security protocols and fails
to notify Quicken (so they can pull down the update to then update on
our install when we next connect), this is the only way to fix the
problem. I'm not sure if a more simple reset would have fixed the issue,
but if it crops up again, I will try that first.
Also, there are now somewhat useful troubleshooting tips at www.psecu/quicken
I
did call PSECU to pass along the information from Quicken with the hope
that their IT shop will be more diligent in notifying Quicken when
there are security protocol updates.
Chris - I believe PSECU is causing the issue with some kind of maintenance or other action they are taking, but Quicken support has to help you through fixing it once it's busted on the Quicken client end.
Instead of Disconnect/Reconnect, try Disconnect/Add Account. That is, disconnect all your PSECU accounts. Then do Tools > Add Account and go through the motions of adding one of your PSECU accounts. Quicken should discover all your PSECU accounts and allow you to link them to your existing Quicken accounts. In the process, it should update the account info on Quicken's EWC server because of the Add Account action.
I don't use PSECU, so can't try this. Good luck.
Even if you have a lot of integrity issues, if they are fixable one-by-one, that might be a bullet worth biting and then get on the phone with support and let them guide you through the steps to reset whatever it is that is getting out of synch and stopping the connection from working.
FWIW, I have over 30 years worth of data in my Quicken File (yeah, I should do year end copy and truncate at some intermediate point...), so lots of opportunities for it to get messed up, but it hasn't.