American Funds-Capital Group problem

I am trying to set up download of an American Funds-Capital Group account to Quicken Home, Business, and Rental Property version R32.12. I keep getting an error that others have reported, saying that I need a login and password with American Funds. I do have a login (I can get into the account on the web), but it does not work via Quicken. I have already tried using the SSN on the account as the ID, and that did not help. I am wondering if this is a two-factor authentication problem, as the account is set up for two-factor when logging into the website. I am not being asked to do two-factor in Quicken--I just get the error mentioned above.

Please note that I have followed the exact procedure listed on American Funds' website for logging in via Quicken.

Thanks,
John

Comments

  • Chris McNeil
    Chris McNeil Member
    Hey John I am having the same issue. Like you I have followed the guidance document/site from Capital Group for setting up the accounts. This worked for me in previous versions of Quicken but for some reason it no longer works for me when setting up the accounts. I am on the annual subscription version of Quicken. Was hoping someone would been able to answer this for you already.
  • Quicken Anja
    Quicken Anja Moderator mod
    Hello @youngje & Chris McNeil,

    Thank you for reaching out to the Community to tell us about your issue though I apologize that you are experiencing this and have not received a response yet.

    Are you still running version release R32.12 or have you since updated to the latest version release; R33.22?
    • Help > About Quicken

    Also, aside from the error message you are receiving, does there happen to be any specific error code(s) associated with the message that you could provide us with here, please?

    Please, check back and let us know! Thank you.
    -Quicken Anja
  • youngje
    youngje Member
    I'm running 33.24. And there is no specific error code, it just gives me the message that I need a login and password. Thanks!
  • Quicken Anja
    Quicken Anja Moderator mod
    Thank you for the additional information.

    Also, to clarify; are you trying to add this account to Quicken, or do you already have this account set up in Quicken and are now trying to establish a connection for automatic transaction downloads?
    -Quicken Anja
  • youngje
    youngje Member
    I have set up the account in my Quicken file, but am unable to connect to American Funds. Would like to download transactions.
  • Quicken Anja
    Quicken Anja Moderator mod
    Thank you for clarifying.

    And have you been attempting to connect via the Set Up Now button found in the Online Services tab, or through Add Account? If you haven't already, could you please try connecting through Add Account (not through Set Up Now)?

    To connect through Add Account, navigate to Tools > Add Account..., search for the Financial Institution name and follow the prompts to connect (per Capital Group-American Funds instructions; you will need to use the SSN associated with your account as your username). If your account(s) have been found successfully, then please be sure to link them to the existing account(s) you have already set up in Quicken.

    Let us know how it goes!
    -Quicken Anja
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