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Can't add new investment account from existing broker

I have several accounts with broker Janney Montgomery Scott. Daily activity is updating normally. I tried to add a new account and Quicken Mac cannot login.
- Quicken is successfully updating my existing accounts
- I am successfully (manually) getting on to the Janney website.

I have ensured that I am typing the correct password by copying the password from my Password storage program.

Should I just wait and try again later?

Any ideas?
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Answers

  • MontanaKarlMontanaKarl Member, Windows Beta, Mac Beta Beta
    edited January 8
    I found that disconnecting and reconnecting all accounts for a different brokerage (vs resetting) resolved things for me.

    I'd start by making sure you have a backup of your QMac file as of now (if you use Time Machine, that's good enough - otherwise create a backup).

    Then, for each JMS account, edit the account and in the Downloads tab, click "Disconnect Account".  Once all accounts are disconnected, connect one account.  You should be prompted with a dialog that lists every account associated with your JMS userid/pw with the option to link those accounts to existing accounts (what you want to do for all of the ones already existing in QMac), add a new account, or ignore the account.  That should re-establish the online link for all of your accounts including your new one.  Has worked fine for me with another brokerage.

    If for inexplicable reasons it made things worse, restore your backup :-)

    Quicken Windows and Mac subscription.  Quicken user since 1990.

  • dktenordktenor Member ✭✭
    Thanks.
    This didn't work! After disconnecting all the accounts, I went back to one of the accounts that was connecting properly before and now was not able to connect.

    Restored my backup.

    Now will reach out to JMS and maybe try to find Quicken support.

    Doug
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