JP Morgan OL-220-A Errors

Eric in North Texas

Since 5/19, four days ago, I have been unable to download anything from my JP Morgan Accounts nor the associated Chase Bank checking account. One step update produces an error message OL-220-A "Quicken is unable to complete your request." When I try updating transactions using the relevant register's gear icon I receive the same message (however, "Update quotes only" appears to work).

When I try to reset the account the program freezes (and shows zero CPU usage) and I have to use force quit under task manager.

I have tried "Validating file" with no benefit to this issue.

I am using Home, Business & Rental Property version R33.22 Build 27.1.33.22, Windows 10 Home and have a subscription based Quicken plan.

Have had these JP Morgan accounts for many years, and all other investment accounts with other firms are working (of course, excepting the occasional having to retry a specific account).

Anyone else having this problem? Any help/guidance appreciated.

Quicken_Tyka

Hello @Eric in North Texas

Thank you for visiting the Community to post your issue although, I apologize that you have not received a response. If you have not done so already, I would recommend following the steps available here.

If the issue is not resolved after completing the steps you will need to identify the connection type of the affected account(s) to determine what next steps need to be taken. To do this, go to Tools > Account List, find the affected account(s), and confirm the connection type in parentheses in the Transaction Download column. 

• Direct Connect - You will need to contact your financial institution to resolve this issue. Quicken does not have access to the financial institution's servers to correct the problem. This may require you ask to speak with an online services specialist that handles transaction download issues at the financial institution. If your financial institution states they can't assist, an escalation with the financial institution may be necessary. 
• Express Web Connect - Please contact Quicken Support for further assistance. 
• Web Connect (Importing a QFX file from your bank's website) - Receiving this error when downloading a QFX file directly from your bank's website indicates an issue with the file itself. You will need to contact your bank to resolve this issue.

-Quicken Tyka

Waycoman

When I do my one step update I* fail on JP Morgan securities, which is through Chase Bank. I have been doing this for years so this is a new issue. The bank/CC accounts update but the investment accounts error. When I go into the account and try to "reset account" Quicken freezes up and I have to close via app Mgr. See attached

Quicken_Tyka

Hello @Waycoman

Thank you for visiting the Community to report this issue although, I apologize that you have not received a response.

 I would recommend signing out and signing back into the Quicken program. To do this, please follow the steps below.  

1. Go to Edit > Preferences > Quicken ID & Cloud Accounts  

2. Click sign in as a different user  

3. Type "yes" to sign out  

4. Sign back in using your existing Quicken ID  

Once this has been completed, please attempt to update once more and let us know the results.  

-Quicken Tyka  

Bob10779

I'm having the same problem since 5/26. I tried the suggested solution and it didn't work.

Waycoman

I did as directed, same result the Chase bank/CC accounts updated fine but the financials all errored, This is on 2 different chase logins. Thank you Bob10779 for verifying I am not nuts.

Waycoman

also same freeze up issue when trying to reset account!!!

Bob10779

Not at all, now we'll see if we get an answer.

PCNY

OK...this is the error that keeps on giving! (I guess fortunately, my renewal is up, so if it can't be solved, I will seek out a different way to track!)

But I get the above error when updating. If I try to reset the account, it freezes the whole app and I need to use task manager to get out. So then I try deactivating.

After deactivating, I go in and find the *Chase-New* under "add an account". Hook up the account that way, and it works fine...EXCEPT it now won't update my Fidelity accounts or my 529 accounts.

I am able to reset all of those without freezing the app. But even after doing so, I hit update and just the JPM account updates and I get errors for the others! (It is a different error, basically saying the account information isn't there when it seeks to query on the update. It shows I am hooked up with Fidelity via direct connect, however--and all the account info is correct.)

So my choice is to choose between JPM OR all my other accounts.

Quicken Anja

Hello @Waycoman & @Bob10779,

Thank you for reaching out to the Community to tell us about your issue, though I apologize that you are experiencing this.

We will need some additional information in order to better assist you further.

First, could you please provide which version release of Quicken you have currently running?

• Help > About Quicken

Also, could you please provide which specific error code(s) and/or message(s), if any, you are receiving?

Please, check back and let us know! Thank you.

Bob10779

I'm getting an error OL-220-A that involves 8 investment accounts at Chase under 2 different userids. I'm using Quicken Deluxe version R35.24 and think this problem only stated after the last update.

Eric in North Texas

Just as follow up to let you know, JP Morgan was the place to get this resolved;

"It has been brought to our attention that Quicken has made
an update to the way JPMS brokerage accounts are linked to
their program. This requires you to deactivate you current
connection and re-activate using the financial
institution: Chase Investments NEW. Once you update the
connection using this financial institution name, you
should be able to continue using 'one-step updates'."

Quicken Francisco

Hello @PCNY

Thank you for reaching out to the Community regarding your issue, though I am sorry to hear that you are experiencing this.

The Described behavior can be caused by multiple things, as such we would recommend contacting Quicken Support directly for the best assistance. They'll be able to use screen share and see what exactly is happening. This will help with figuring out what exactly is happening when updating. I will leave our hours down below so you can find a time that works best for you.

Click here to review Quicken Support's hours of operation.

Thanks,
Quicken Francisco

PCNY

Do you have other accounts that update? Because I deactivated and did just this...but now my other accounts (529s, Fidelity, etc.) won't update!

PCNY

What happens is the Chase/JPM accounts work now...but Fidelity and 529 plans get an OL-362-A error. Chase banking accounts worked previously, so really it is either I can have it work for my JPM account OR I can have online updates work for all my other accounts.

PCNY

I was on with support yesterday for about 40 minutes. I was told to "give it 24 hours for the changes to take place". Guess what? They didn't work. This thing worked fine up until May 19...then not so much. I either maintain my set up and get an OL 220-A error for JPM Investments, but have everything else (including Chase banking) update fine. Or I deactivate JPM Investments, set up Chase Investments NEW, and have that work...only to get OL 362-A errors for all my other accounts.

Can't I just reset the software version to May 19th? Because obviously, that is when the problems started happening.

Quicken Anja

Hello @PCNY,

Thank you for reaching out to the Community and adding to this discussion to tell us about your issue, though I apologize that you are experiencing this.

If you haven't already, please take a moment to review and follow the error-specific troubleshooting instructions found in this support article regarding error OL-362.

I hope this helps! 

Waycoman

running Premier, V R32.12, Build 270132.12, Error when doing 1 step update OL-220-A, no error when using rest account but freezes up program so have to close through program mgr. FYI, have tried resetting other accounts with no issue.

Thaab

I have been unable to download from J.P. Morgan. All accounts have historically worked fine, but I am now getting the OL-220_B error. I have deactivated the investment accounts and tried to re-establish with no luck over the past few weeks.

PCNY

I saw a new Quicken update today and thought that would do it. Nope. Still have OL-220-A at JPM.

The OL-362 errors persist even if I do what Quicken Anja suggests after switching JPM to Chase-New.

So I think I may be better off having those function and isolating the OL-220-A error at JPM, simply because it is the original problem here (since May 19)....and the OL-362 errors pop up when "solving" the OL-220-A...

mike@d

I too have been having similar issues. I tried completely setting up online access for the account again, and I get an error that information couldn't be obtained for "J.P. Morgan Securities - New" after selecting it.

Bob10779

Not sure if this is a Chase or Quicken issue - neither have been helpful. Worked by adding account in Quicken using "Chase Investments - New", then linking the newly found accounts to the existing accounts in Quicken

mike@d

Thank the Maker and you Bob10779! That actually corrected my issue too!

Waycoman

I have tried the same, but I am getting an error that says My login is the same for Chase and need a separate direct connect login.

Inman Lanier

SOLUTION!!!! If you want the history, read on after solution.

When you are given the bank choice - you select "J.P. Morgan Securities - New"

HISTORY - As of April 19, my JP Morgan Securities transactions stopped downloading. If it matters (doubt it does) - I'm a Chase Bank private client, my investments in Chase are actually in two JP Morgan Securities accounts.

I too beat my head against a wall with JP Morgan 2 days ago. They are clueless how Quicken works and didn't even know they (JP Morgan) managed the Quicken servers for their accounts. I again today tried and was told they dissolved the team of Quicken Support at JP Morgan - call Quicken. I explained the Quicken facts of life to the woman that this was not a Quicken issue - its an issue with her servers. She said she was told there was nothing she could do... She filed and formal complaint and signed off - no solution offered since she was told they 'no longer support Quicken'.

I then went and found this forum and saw the institution name "Chase Securities - NEW" suggestion. I went back to Quicken to re-activate my JP Morgan accounts (2 of them), and without prompting it defaulted to the financial institution "J.P. Morgan Securities - NEew" and then successfully downloaded all transactions. So - select J.P. Morgan Securities - New.