Community Homepage
Discussions
Categories
Quicken for Mac
Quicken Lifehub
Quicken Mobile
Quicken on the Web
Quicken for Windows
Support
Quicken Classic
Quicken Simplifi
Getting Started
Community Training FAQs
Using and Improving the Community
Connect and Engage
Announcements & Alerts
Announcements
Alerts, Online Banking & Known Product Issues
Product Ideas
Beta
Home
Quicken Classic for Windows
Investing (Windows)
Has anybody figured out how to fix the MorningStar X-Ray SAMLERROR: Redirect failed issue?
mhkwildcat
I get this message on my X-Ray report and have had it for over a month. I just sent the second 'Report a problem' to Quicken but have not heard anything about it.
Find more posts tagged with
Accepted answers
GeoffG
If you are looking to refresh MorningStar, the problem is that recent upgrades do not respect the custom security settings. If you reselect investments only with valid security symbols, the refresh will work. I'm not sure if it's after a Quicken update that it resets to all or if the setting is not retained at all.
*UPDATE* I can confirm that any custom setting is not retained regardless of update. Until the developers fix this issue, you must reselect intended securities each time you view this tab.
q_lurker
I think I have seen that same SAM… error in my file. I was able to track it down to one specific security (a muni bond). Including that security produces the error. Exclude the security no error.
All comments
Jim_Harman
Quicken does not acknowledge issues reported through Report a problem.
See this discussion
https://community.quicken.com/discussion/7906036/error-when-trying-to-access-portfolio-x-ray
for possible fixes. Please let us know if either of these fixes the problem for you.
mhkwildcat
Thank you for the quick response, yes, I have tried that and it did NOT fix the issue, unfortunately!
GeoffG
If you are looking to refresh MorningStar, the problem is that recent upgrades do not respect the custom security settings. If you reselect investments only with valid security symbols, the refresh will work. I'm not sure if it's after a Quicken update that it resets to all or if the setting is not retained at all.
*UPDATE* I can confirm that any custom setting is not retained regardless of update. Until the developers fix this issue, you must reselect intended securities each time you view this tab.
q_lurker
I think I have seen that same SAM… error in my file. I was able to track it down to one specific security (a muni bond). Including that security produces the error. Exclude the security no error.
mhkwildcat
Thank you GeoffG and q_lurker!! That fixed the issue -- once I deselected the appropriate investment accounts it refreshed. Greatly appreciated on the help!!
q_lurker
Follow up -- It has always been one specific security that has produced that error. I can't spot anything form-wise different in that muni bond than in other muni bonds that I own and that don't cause that error. It is something I intend to research more at some point - but have not yet pursued
mhkwildcat
Mine in particular were accounts I use to track crypto and 529 accounts. But nothing tied to specific securities. Weird that it tried to read those accounts. I’ll double check tomorrow to make sure I’m not forgetting something.
Quick Links
All Categories
Recent Posts
Activity
Unanswered
Best Of