Invesco Connection

jcsanders
jcsanders Quicken Windows Subscription Member ✭✭
When will Invesco connection and Password Issue be resolved?

Comments

  • splasher
    splasher Quicken Windows Subscription SuperUser ✭✭✭✭✭
    There is no current alert, https://community.quicken.com/categories/alerts, concerning Invesco, so you need to describe your issue in more detail to get some help.

    -splasher using Q continuously since 1996
    - Subscription Quicken - Win11 and QW2013 - Win11
    -Questions? Check out the Quicken Windows FAQ list

  • jcsanders
    jcsanders Quicken Windows Subscription Member ✭✭
    I figured it out. I had a symbol, #, in my password at Invesco. Although the password worked at Invesco website in browser, Quicken/Invesco did not like it. As soon as I changed my password without a symbol Quicken was happy. I can now connect and download my Invesco accounts through Quicken.
  • hayored
    hayored Quicken Windows Subscription Member
    Thanks jcsanders for your solution - I also used a special character and couldn't access my Invesco accounts. After removing it - everything worked OK. I just want to show what happened to me when I chatted with Quicken tech support talking about this problem:

    My chat with quicken:

    customersupport2@quickencloud.onmicrosoft.com
    they only support the Direct Connect connection method, and that is your bank connection - Quicken does not have access to the financial institution's servers, You may be required to use a unique login ID and password that is separate from the ones used with your bank's website. or they need to enable your account for usage you accounts in third parties, this case Quicken -
    This may require you to ask to speak with an online banking 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.
    have good day!

    I forwarded this info to Invesco and this is their answer:

    Dear Mr. xxxxxx:

    Thank you for visiting invesco.com.
    In order to view which account types are supported in your Quicken
    product, please contact Quicken Support.
    Please reference the Correspondence ID listed above on any future
    inquiries regarding this request.

    If you have any questions regarding the above information, please
    e-mail us or call one of our Client Services Representatives toll free
    at 1-800-959-4246 from 7:00 A.M. to 6:00 P.M. Central Time, Monday
    through Friday. We will be glad to provide further assistance.

    Sincerely,
    Correspondence Representative"

    I forwarded this message few weeks ago to Quicken and their response is....silence.

    yh
  • Quicken Paloma
    Quicken Paloma Quicken Windows Subscription Alumni ✭✭✭✭
    Hello @hayored

    Thank you for reaching out to Quicken Community. We apologize if you have not received a response. Your feedback and insight is appreciated! This is very helpful for those users with the same issue. 
    If you come across any errors or have any questions let us know. 

    Thanks again! 

    -Quicken Paloma 
  • blumgene
    blumgene Quicken Windows Subscription Member
    I had the same issue with Quicken being able to connect to Invesco when I changed my Invesco password on there website using the special character / in the password. That created the same problem with Quicken connecting to Invesco as the others I've read about in this forum. Only the removal of that character in the password solved the problem
  • Quicken Paloma
    Quicken Paloma Quicken Windows Subscription Alumni ✭✭✭✭
    Hello @blumgene

    Thank you for the helpful response. Pardon the unnecessary frustration this issue has caused. However, we are glad that you were able to resolve your issue. I will make sure to refer back to this, for those users who are having this issue. 

    Thanks!

    -Quicken Paloma 
  • KennedyJ
    KennedyJ Quicken Windows Subscription Member ✭✭
    edited February 2022
    I'm having the same issue and the above solution, is not a solution. It's making changes to accommodate Quicken. I have other investment firms that I have no issues with passwords in Quicken, and they use special characters, and 3 of them all use the same secureaccount authentication.

    Changing security/password for an institution isn't a solution for addressing an issue with Quicken.

    It appears Quicken is the roadblock it since Quicken is stopping before any attempt to connect to the institution.

    I've been using Quicken since about 1990 and I can't count the years that Quicken has been major heartburn over things like this.

    I guess it would at least help if Quicken would acknowledge the issue and where the issue is. If it's Quicken and there's no plan to address it, I'd rather know that than to keep trying to fix something that's not going to change.

    [Removed - Solicitation]
  • KennedyJ
    KennedyJ Quicken Windows Subscription Member ✭✭
    > @KennedyJ said:
    > I'm having the same issue and the above solution, is not a solution. It's making changes to accommodate Quicken. I have other investment firms that I have no issues with passwords in Quicken, and they use special characters, and 3 of them all use the same secureaccount authentication.
    >
    > Changing security/password for an institution isn't a solution for addressing an issue with Quicken.
    >
    > It appears Quicken is the roadblock it since Quicken is stopping before any attempt to connect to the institution.
    >
    > I've been using Quicken since about 1990 and I can't count the years that Quicken has been major heartburn over things like this.
    >
    > I guess it would at least help if Quicken would acknowledge the issue and where the issue is. If it's Quicken and there's no plan to address it, I'd rather know that than to keep trying to fix something that's not going to change.
    >
    > [Removed - Solicitation]


    Within minutes by post was marked as Edited for solicitation. Really?

    FYI, I was going to edit to add, as said above, if you simply change you password and not use any special characters (like 1982 security) Quicken gets happy and logs in just fine. FYI #2, for other institutions I log in to, Quicken doesn't have any issues with special characters. And it is Quicken, not the financial institution as obviously we've all had no issues logging in to Invesco with passwords that include special characters. It's 2021 by the way. :smiley: It's likely a simple fix for Quicken.
  • CEDillard
    CEDillard Quicken Windows Subscription Member
    I have the same issue connecting to Invesco. AND I changed my password to eliminate all special characters. Quicken returns a message that my password/pin is loced by Invesco yet I can sign on to Invesco with that password without problems. And when I contacted Invesco they say there is nothing locked and that there system shows no failed attempts to log in. I continue to enter all transactions manually but this is frustrating since updates from Vanguard and Fidelity work just fine.
  • Quicken Jared
    Quicken Jared Quicken Mac Subscription Alumni ✭✭✭✭
    CEDillard said:
    I have the same issue connecting to Invesco. AND I changed my password to eliminate all special characters. Quicken returns a message that my password/pin is loced by Invesco yet I can sign on to Invesco with that password without problems. And when I contacted Invesco they say there is nothing locked and that there system shows no failed attempts to log in. I continue to enter all transactions manually but this is frustrating since updates from Vanguard and Fidelity work just fine.
    Hello @CEDillard,   

    Thank you for taking the time to visit the Community, however, since this is an older post that was originally created back in September of 2021, it is less likely to receive an answer now. 

    I would suggest creating a new post for better visibility and to potentially receive responses from other users who may currently be experiencing the same problem. Doing so will also assist us with better tracking ability in the event that this issue may result in an escalation being required.


    Thank you,

    Quicken Jared 
  • sayre43
    sayre43 Quicken Windows Subscription Member

    I eliminated all special characters and I can now connect Invesco to Quicken.

This discussion has been closed.