Ameriprise Financial

Pat H

Is anyone else having problems downloading updates to their Ameriprise financial accounts? I have been unable to connect for at least 2 weeks.

Quicken Jasmine

Hello @Pat H,

Thank you for contacting the Quicken Community, though I do apologize that you are experiencing this issue with Ameriprise. 

Before I can further assist you, I require some more information. What version of Quicken are you running? You can see this by going to Help>About Quicken. What is the connection method that you have set up with Ameriprise? You can see this by: Going to the Tools menu in the upper left > Account List > Edit next to your account > Online Services. What exactly occurs when you try to update this account or utilize the One Step Update feature? Do you receive any sort of code or error message?

I look forward to hearing your response. 

Pat H

Quicken Version R39.23 Build 27.1.39.23. I have direct connect set up. When I try to update, I get a connection error. I contacted Quicken Support and they can't find the problem. Sometimes I can connect if I sign into Ameriprise online first and then try to connect by updating an Ameriprise account from the account in Quicken. Sometimes it will work, sometimes not. If I do a One Step Update, it won't work at all. I get a OL-297-A error. I have tried disconnecting and reconnecting the accounts; this works perfectly--once. Then I get the same error message.

Quicken Anja

Hello @Pat H,

Thank you for reaching out to the Community and telling us about your issue, though I apologize that you are experiencing this.

If you haven't already, please take a moment to review and follow the error-specific troubleshooting instructions found in this support article regarding error OL-297.

I hope this helps!

Pat H

I did all of this with the support agent. All settings were correct. He suggested it was a problem with Ameriprise and that I should troubleshoot with them. They indicate no problems on their end.

Quicken Anja

Thank you for following up and confirming that you have tried the steps in the support article already.

If all steps in the article fail to resolve the issue, including the steps found under the section titled "If the issue persists", the as stated at the bottom of the article - in the dropdown section titled "If you get this error with some (not all) of your banks" - you will need to contact the financial institution for further assistance:

• "If the issue is not resolved after following the steps above, you will need to contact your financial institution to resolve this issue. Quicken does not have access to the financial institution's servers to correct the problem. This may require you ask to speak with an online services specialist that handles transaction download issues at the financial institution. If your financial institution states they can't assist, an escalation with the financial institution may be necessary."

We apologize for any inconvenience! Thank you.

Pat H

I was told that the problem was not at Ameriprise (or USAA Bank--that was having the same issue). I wondered if perhaps my security software was somehow blocking those two connections(?). I turned on a secure VPN and also cleared the browser cache and cookies and tried again. So far it looks like it is working. I'll see if that holds tomorrow.

Pat H

Apparently the problem was due to Norton 360 blocking the connection. Turning on a VPN solved the problem @Quicken Anja

Quicken Anja

Thanks for the update! Glad to hear you found a solution that worked for you.