can't add Principal IRA Account
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dlcrouch
Quicken Mac Subscription Unconfirmed, Member
trying to add my Principal IRA account using Principal website userid and password. Getting message "Incorrect Customer ID or Password/PIN".
here is data from the ofxlog
<OFX>
<SIGNONMSGSRSV1>
<SONRS>
<STATUS>
<CODE>15500
<SEVERITY>ERROR
<MESSAGE>SIGNON INVALID
</STATUS>
<DTSERVER>20220706084310.948[-5:CDT]
<LANGUAGE>ENG
<DTPROFUP>20220706084310.948[-5:CDT]
<DTACCTUP>20220706084310.948[-5:CDT]
<FI>
<ORG>principal
<FID>16857
</FI>
</SONRS>
</SIGNONMSGSRSV1>
<SIGNUPMSGSRSV1>
<ACCTINFOTRNRS>
<TRNUID>506AA01E-E392-4C53-BE68-8C4F2F18DF3E
<STATUS>
<CODE>15500
<SEVERITY>ERROR
<MESSAGE>SIGNON INVALID
</STATUS>
</ACCTINFOTRNRS>
</SIGNUPMSGSRSV1>
</OFX>
here is data from the ofxlog
<OFX>
<SIGNONMSGSRSV1>
<SONRS>
<STATUS>
<CODE>15500
<SEVERITY>ERROR
<MESSAGE>SIGNON INVALID
</STATUS>
<DTSERVER>20220706084310.948[-5:CDT]
<LANGUAGE>ENG
<DTPROFUP>20220706084310.948[-5:CDT]
<DTACCTUP>20220706084310.948[-5:CDT]
<FI>
<ORG>principal
<FID>16857
</FI>
</SONRS>
</SIGNONMSGSRSV1>
<SIGNUPMSGSRSV1>
<ACCTINFOTRNRS>
<TRNUID>506AA01E-E392-4C53-BE68-8C4F2F18DF3E
<STATUS>
<CODE>15500
<SEVERITY>ERROR
<MESSAGE>SIGNON INVALID
</STATUS>
</ACCTINFOTRNRS>
</SIGNUPMSGSRSV1>
</OFX>
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Comments
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Hello @dlcrouch,
I am sorry to hear about this issue with adding accounts to online banking services. Thank you for drawing our attention to this matter here on the Quicken Community.
First, save a backup by navigating to File > Save a Backup... in the upper menu at the top of the screen while Quicken is open, then try proceeding through the instructions provided below, in order:First, deactivate all the accounts with the affected financial institution
- Open Quicken.
- Go to the Accounts menu and choose Hide and Show Accounts;
- Uncheck any accounts with this specific financial institution (FI) that are hidden in Lists;
- When complete, click the Settings button in the bottom right of the register for the affected account;
- Click on the Downloads tab.
- Click on Disconnect Account, then click Done. Do this on each account with this FI.
- Quit Quicken.
Second, delete Quicken passwords from the Keychain
- Open Finder and go to Applications > Utilities > Keychain Access app;
- On the left panel in the Keychain app, set the Keychains to Login and the Category to Passwords.
- Find and delete any entries that show Quicken or Quicken Connect and this FI name;
- Quit the Keychain Access app and open Quicken.
Third, update the bank list in Quicken and reconnect accounts
If there are multiple affected accounts
- Go to Accounts > New and pick an account type matching one of the affected accounts.
- At the bottom of the window that lists the financial institutions, click the "My bank is not listed" question mark icon; then click Update List.
- When the list finishes updating, it will display the current date. Click the Show List button to continue.
- Type the name of the financial institution and make the appropriate selection.
- Enter your login credentials and click Continue.
- When Quicken has returned all accounts discovered for this FI: In the Action column, make sure that the accounts are set to LINK to the corresponding accounts in Quicken (rather than Add or Ignore).
If there is a single affected account
- Select the affected account in the account sidebar.
- Go to Settings > Downloads tab and select Connect Account.
- At the bottom of the window that lists the financial institutions, click the "My bank is not in the list" question mark icon; then click Update List.
- Type the name of the financial institution and make the appropriate selection.
- Enter your login credentials and click Continue.
- When Quicken has returned all accounts discovered for this FI, make sure the corresponding account is showing LINK in the action column and all other accounts are showing Ignore.
I look forward to seeing your reply.
Thank you,
Quicken Jared0
This discussion has been closed.