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Quicken Classic for Windows
Download, Add/Update Accounts (Windows)
Quicken will not connect to my Bank Account using Robo Form passwords
The Commish
On my Quicken 2019 when I use the the "Update Accounts" icon I get the "One Step Update settings". On the bottom I have my Robo Form showing:
Fidelity (1) and a dropdown menu showing E*Trade.
When I click on RoboForm for the E*Trade and hit Apply, it shows in red "an error has occurred". It then takes me to a screen and asks if I changed a password. I said YES and put in the new password. It comes back as "Sorry, Quicken can not connect with this password".
This is the correct password I entered. I can login to E*Trade on their website with no problem using the RoboForm feature.
I have used the above for years with no problem. It now happens (I think) because I change password on E*Trade a few days ago. Prior to this problem I have been using RoboForm program to "Update Accounts" with no problem.
Please Help.
FYI, I changed password at Fidelity and no problems there.
Thanks,
Tony
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Quicken Anja
Hello
@The Commish
,
Thank you for reaching out to the Community to tell us about our issue, though I apologize that you are experiencing this.
Could you please provide which version of Quicken you have currently running?
Help > About Quicken
Before you begin troubleshooting, I recommend that you please save a backup of your data file first (
just in case
). Then, to start with, please try deactivating the account(s) experiencing this issue and then reactivating through
Add Account
(
not through
Set Up Now
).
Please, follow the steps found in this
support article
to deactivate. Once deactivated, to reactivate through
Add Account
, navigate to
Tools > Add Account...
, search for your Financial Institution name and follow the prompts to connect using the new password to sign in. Once your account(s) have been found, be sure to
link
them to the existing account(s) you have already set up in Quicken.
Let us know how it goes!
Sherlock
Please provide the connection method being used: open the register, press
Ctrl + Shift + E
and select the
Online Services
tab.
Note: Intuit continues to have difficulty maintaining the
Express Web Connect
connection method for Quicken. If you are not willing to accept the unreliability of this connection method, I suggest you use the
Direct Connect
or the
Web Connect
connection method instead. If you haven't already, you may want to review:
https://www.quicken.com/support/how-quicken-connects-your-bank
The Commish
Thanks........with your help I figured it out!
Quicken Anja
@The Commish
Thanks for the update! Glad to hear all is well now.
splasher
The Commish
said:
Thanks........with your help I figured it out!
What was the solution for the next person that might have this issue?
Ps56k2
[
EDIT
] - also updated topic title to better reflect the actual Q&A
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