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Connecting to NetXInvestor

I have not had any success in connecting my NetXInvestor account to QB.

- I know it requires the 3 digit code in front of the username
- I get the 'Can't connect...it's not your fault' message
- I contacted Support twice and they said that NetXInvestor does not seem to be properly set up for Quicken (my error log contained: Your Introducing Broker Dealer is not setup to support this service. Please contact your Investment Professional for more information.)
- I contacted Cetera (who uses NetXInvestor) and they said it's set up properly and the problem is on Quicken's end.

I see on here that others have successfully made the connection. I'd love to know what you did to make it work!

Best Answers

  • Ps56k2
    Ps56k2 SuperUser ✭✭✭✭✭
    edited April 9 Accepted Answer
    revpeter said:  I contacted Cetera (who uses NetXInvestor) and they said it's set up properly and the problem is on Quicken's end.
    just to clarify - which of these 2 names do you have setup in Quicken ?
    Which do you use to log into their website to see your account ?
    And... there appear to be THREE entries listed for Cetera - and ONE for NetXInvestor
    11998    11998    11998    Cetera Advisor Networks LLC    http://www.ceteraadvisornetworks.com    800.879.8100    http://www.ceteraadvisornetworks.com    ACTIVE   
    INVESTMENT,ACCOUNTINFO&DIRECT         
    12001    12001    12001    Cetera Advisors LLC    http://www.ceteraadvisors.com    800.929.3485    http://www.ceteraadvisors.com    ACTIVE   
    INVESTMENT,ACCOUNTINFO&DIRECT                
    15871    15871    15871    Cetera Investment Services    https://www.ceteraadvisornetworks.com/    866-663-4430    NA    ACTIVE   
    INVESTMENT,ACCOUNTINFO,401K&DIRECT                
    --------------
    17232    17232    17232    NetXInvestor    http://www.netxinvestor.com    your Broker    http://www.netxinvestor.com    ACTIVE   
    INVESTMENT,ACCOUNTINFO&DIRECT    

    Quicken 2020 Deluxe - Subscription - Windows 10
  • revpeter
    revpeter Member
    Accepted Answer
    We have a winner!

    The website I use to track my Cetera investments is NetXInvestor, so I fully assumed that I would use the log-in info from that to download to Quicken. When I talked to the people at Cetera they didn't correct me when I called.

    Instead, I chose Cetera Advisor Networks with my login to NetXInvestor...and it worked! I'm in.

    Many thanks for the suggestion.

Answers

  • Quicken_Tyka
    Quicken_Tyka Moderator mod
    Hello @revpeter

    Thank you for taking the time to visit the Community to ask your question, although I apologize that you have not received a response.

    Your post mentions QB, to make sure you are in the right place for assistance, please open Quicken and navigate to Help > About Quicken and provide the release.

    Thank you!

    -Quicken Tyka
    ~~~***~~~
  • revpeter
    revpeter Member
    Sorry about my typo...I use QuickBooks for my business, but that's not what I'm talking about here.

    I'm on Quicken Premier, R32.12, build 27.1.32.12. I use Windows 10 Home.
  • Ps56k2
    Ps56k2 SuperUser ✭✭✭✭✭
    edited April 9 Accepted Answer
    revpeter said:  I contacted Cetera (who uses NetXInvestor) and they said it's set up properly and the problem is on Quicken's end.
    just to clarify - which of these 2 names do you have setup in Quicken ?
    Which do you use to log into their website to see your account ?
    And... there appear to be THREE entries listed for Cetera - and ONE for NetXInvestor
    11998    11998    11998    Cetera Advisor Networks LLC    http://www.ceteraadvisornetworks.com    800.879.8100    http://www.ceteraadvisornetworks.com    ACTIVE   
    INVESTMENT,ACCOUNTINFO&DIRECT         
    12001    12001    12001    Cetera Advisors LLC    http://www.ceteraadvisors.com    800.929.3485    http://www.ceteraadvisors.com    ACTIVE   
    INVESTMENT,ACCOUNTINFO&DIRECT                
    15871    15871    15871    Cetera Investment Services    https://www.ceteraadvisornetworks.com/    866-663-4430    NA    ACTIVE   
    INVESTMENT,ACCOUNTINFO,401K&DIRECT                
    --------------
    17232    17232    17232    NetXInvestor    http://www.netxinvestor.com    your Broker    http://www.netxinvestor.com    ACTIVE   
    INVESTMENT,ACCOUNTINFO&DIRECT    

    Quicken 2020 Deluxe - Subscription - Windows 10
  • revpeter
    revpeter Member
    Accepted Answer
    We have a winner!

    The website I use to track my Cetera investments is NetXInvestor, so I fully assumed that I would use the log-in info from that to download to Quicken. When I talked to the people at Cetera they didn't correct me when I called.

    Instead, I chose Cetera Advisor Networks with my login to NetXInvestor...and it worked! I'm in.

    Many thanks for the suggestion.
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