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Quicken Classic for Windows
Download, Add/Update Accounts (Windows)
Quicken thinks my bank is a brokerage
BobR24
Out of the blue, and just in the last week, Quicken won't download transactions from my bank as it thinks it is a brokerage. I get this error: "Express Web Connect does not support transaction download for brokerage accounts. To activate transaction download for this account: click add account and select Brokerages as the account type."
I have been downloading transactions for years and years from this account using Quicken. Now suddenly this issue comes up.
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Comments
Chris_QPW
What financial institution?
Also have you tried a backup and see if it does the same thing? (Restore to different name so that you don't override the current data file.)
BobR24
Nevada State Bank
Version R36.45 Build 27.1.36.45 Quicken Deluxe Windows 10 Home
BobR24
Started a whole new database. This bank account downloads just fine in the new database. But the old database still has an issue thinking it is a brokerage. I have validated the file showing no errors with that account.
Chris_QPW
In that case I would try deactivating the account for online services, and then select Tools -> Add Account. Go through that process and link the online account to the existing on. If that doesn't fix it try it again, but this time create a new account. If that works you can use this procedure to move any missing transactions to the new account:
FAQ: How Do I Move Transactions Between Quicken Accounts? — Quicken
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