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 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 Alumni ✭✭✭✭
    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 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.
  • Gary Norton
    Gary Norton Member ✭✭✭
    edited June 10
    > @revpeter said:
    > 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!

    Cetera Advisors Network is the one that worked for me, it somehow links to NetXInvestor.
    Quicken Premier 2019 R22.12 V27.1.22.12 - Windows 10 Pro V1903 OS Build 18995.1 - Quicken user since Windows 98.
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