None of my accounts are able to retain a connection linkage to the bank/brokerage.
I have 12 accounts in Quicken. None of which will maintain a link to their source banking or brokerage accounts. For any account going to “Edit account details”-Online service tab-Reset account or Deactivate and redo link will download transactions to the account ONE time. After that, going to “Update now” or “update transactions” for any account shows the dialog box “One Step Update Settings”. The “Update now” button is greyed out and not functional. All this happens for checking, CDs, savings, and loan accounts at my bank. It also happens for five brokerage accounts, and one Visa account. The brokerage accounts show on their web pages they are linked to Quicken but data is not downloaded. What is the fix for this please? My version is R38.30.
This discussion has been closed.