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Connecting to NetXInvestor

revpeter

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!

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Accepted answers

Ps56k2

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

revpeter

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.

All comments

Quicken_Tyka

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

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

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

revpeter

Gary Norton

> @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.