AGC Retirement Savings Plan, record keeping services provided by Bluestar

When attempting to import transaction data from a download I get the following error "Quicken is currently unable to verify the financial institution information for this download. Please try again later." This appears to happen based specifically on the institution but has not been reported before.

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  • Quicken Jared
    Quicken Jared Moderator mod
    Z3Meister said:
    When attempting to import transaction data from a download I get the following error "Quicken is currently unable to verify the financial institution information for this download. Please try again later." This appears to happen based specifically on the institution but has not been reported before.
    Hello @Z3Meister

    I am sorry to hear about this error message that is affecting your file importing. Thank you for addressing this matter with the Quicken Community.

    I want to be sure: have you attempted the following steps below, in order? Be sure to save a backup by going to File > Copy or Backup File in the upper menu at the top of the screen, then run through these instructions-

    First, refresh your account information with the bank:

    1. Select the Tools menu, then choose Online Center.
    2. Click the Financial Institution drop-down arrow and select the financial institution.
    3. Press CTRL+Shift while selecting Contact Info.
    4. Select one of the accounts associated with the bank from the dropdown list.
    5. Select Financial Institution Branding and Profile from the list and click Refresh.
    6. Click OK and go online by clicking the Update/Send button.
    7. Attempt your online session again.

    If the issue persists, try deactivating the account:

    1. Select the Tools menu and select Account List
    2. In the Account List, select the account you want to deactivate, and then click Edit
    3. In the Account Details window, click the Online Services tab.
    4. Click Deactivate next to the service you want to disable.
    5. Click Yes to the message asking if you want to disable this service. 
    6. Click OK.
    7. Attempt your online session again. If this doesn't resolve the issue, continue with the steps below.

    Confirm the system time and date are correct:

    1. Double-click Date and Time on your Windows toolbar at the bottom of your screen, and verify that the date is correct. If the date is incorrect, change it and click Apply.  You may also need to check the Time Zone tab to see if it is correct, too.
    2. Click OK and try the transaction download again.

    Lastly, check that you are on the latest Quicken release and update if necessary:

    1. Go to Help > Check for Updates.
    2. If an update is available, a prompt will appear giving you the option to install it.
    3. Click Yes to install the update.
    I look forward to hearing back from you after these steps have been taken, if you should have the chance to check back in with us. 

    Thank you,

    Quicken Jared 
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