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Unable to import transaction data from Raymond James
On 21 July, Quicken (Mac) began reporting connection failures to Raymond James & Associates server, https://directconnect.rjf.com. It is unclear whether this is a Raymond James error or an Akamai Technology routing error. Raymond James is, currently, working on the problem.
A temporary work around proposed by Raymond James is to use your web browser to download the OFX transaction file from their Client Access web site and, then, import the downloaded QFX file into Quicken. The <USPRODUCTTYPE> tag is not supported by Raymond James and, as a result, one cannot import traditional IRA account transactions.
As the accounts are not identified as IRA accounts, Quicken (Mac) assumes that all accounts are brokerage accounts and doesn't allow the accounts to be linked to your Traditional IRA accounts in Quicken. Quicken only allows you to create new brokerage accounts.
Has anyone played with temporarily changing Traditional IRA accounts to Brokerage account and changing them back again after importing a QFX file?
Would you consider Quicken's behavior of not permitting one to link accounts in a downloaded QFX file a fault in Quicken just because the financial institution does not support <USPRODUCTTYPE>?
This discussion has been closed.