My financial institutions are using old URL for login so I can't auto update.

:( Is there a way to input the proper URL for auto update logins? The brokerage/mortgage company is listed but the URL has changed. I don't want to manually download and import.

Best Answer

  • Jon
    Jon SuperUser, Mac Beta Beta
    Answer ✓
    Not a good way, no. Hypothetically you could edit the file where those URLs are stored, but it would probably just get replaced the next time you sync & you'd lose the changes.

    The best thing would be to contact Quicken support with the name of the institution so they can work with the company to get the correct URLs.
    Quicken Mac subscription. Quicken user since 1990.

Answers

  • Jon
    Jon SuperUser, Mac Beta Beta
    Answer ✓
    Not a good way, no. Hypothetically you could edit the file where those URLs are stored, but it would probably just get replaced the next time you sync & you'd lose the changes.

    The best thing would be to contact Quicken support with the name of the institution so they can work with the company to get the correct URLs.
    Quicken Mac subscription. Quicken user since 1990.
  • Ps56k2
    Ps56k2 SuperUser ✭✭✭✭✭
    What makes you think the internal Quicken configuration has the "wrong URL" ?
    What is the - brokerage/mortgage company ?
    QWin Deluxe Subscription - Win10
  • LPL Financial and Evergreen Home Loans
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    If the URL changed there is no guarantee that other aspects of how to connect and get the data didn’t change along with it.  If the financial institution didn’t inform Intuit of the changed URL so that it can be updated, it is likely there would be other problems too.  And so contacting Quicken Support is the best way to handle it.  Note Quicken Inc pays Intuit for this service.
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  • Ps56k2
    Ps56k2 SuperUser ✭✭✭✭✭
    Here is what is configured for Quicken - both appear avail for downloading via One Step Update -
    11372    11372    11372    LPL Financial    http://www.lpl.com    1-800-877-7210   
    https://myaccountviewonline.com/AccountView/LogOn    ACTIVE
    INVESTMENT&WEB-CONNECT        
    INVESTMENT&EXP-WEB-CONNECT   
    66241    66241    66241    Evergreen Home Loans CareNet   
    https://www.evergreenhomeloans.com/    N/A   
    https://loansphereservicingdigital.bkiconnect.com/evergreenhomeloans/login/    ACTIVE
    BANKING,CREDIT,ACCOUNTINFO&EXP-WEB-CONNECT  


    QWin Deluxe Subscription - Win10
  • Ps56k2
    Ps56k2 SuperUser ✭✭✭✭✭
    Bruce Schleicher said: LPL Financial and Evergreen Home Loans -
    They're not the correct URL because Quicken is using an older URL that will not allow login.
    I can go to the correct URL in safari and login, but not through Quicken.
    The URL you use as a bank online website visitor is NOT the same that Quicken uses to gain access to your accounts -
    as you can see in my posting above...


    QWin Deluxe Subscription - Win10
  • Ps56k2: I'm not following your answer. Quicken has the www.evergreenhomeloans.com when I search for Evergreen but I can't connect through quicken to it. I don't see the second URL you listed as ACTIVE in Quicken, but it is the one I can use in safari to login to my account. Are you saying it is in Quicken?
  • Ps56k2
    Ps56k2 SuperUser ✭✭✭✭✭
    Bruce Schleicher said: I'm not following your answer.
    The above text is from the Quicken financial institution file that is used for Quicken to connect...
    The first URL is what you see on the Add Account page and is the normal "people" URL for accessing the website.
    The second URL is the computer-to-computer URL that Quicken uses behind the scene during One Step Update.
    If you are having issues - I would create TWO separate topics, so they can be followed with each separate company.

    QWin Deluxe Subscription - Win10
  • Right now I'll just deal with the mortgage with Evergreen. When I use the URL I get from the list in Quicken I get Screen Shot 2022-02-01 at 10.39.21 AM
  • Norwish
    Norwish Member
    I am having the same issue and haven't been able to connect with Evergreen Home Loans for some time now.
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