Can't connect to R.W. Baird

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I recently opened an account with RW Baird. When I try to connect the accounts to Quicken the connection fails. I suspect the reason is that Quicken is trying to connect to my accounts using rwbaird.com and Baird has changed the login to access account data to their new Baird Online url at bol.rwbaird.com. I contacted Baird Online support and they could see my access request come in but, as I said, no data gets exchanged because they have moved the data.

Is the Quicken Integrations team aware of this change and is it being worked on so that users like myself can pull their Baird data in? If what I describe is not the problem, I would appreciate some guidance on what I need to do to get the info into Quicken...Thanks!

Answers

  • Quicken Anja
    Quicken Anja Moderator mod
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    Hello @mullins.scott.s,

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

    Are you receiving any specific error code(s) and/or message(s) while trying to connect? If so, please provide them here.

    If it is related to a change in the URL web address, then it will require the financial institution to submit a request to have it changed within Quicken. For more detailed information regarding this topic, please take a moment to review the section titled "How can I fix an incorrect Homepage URL?" found in this support article.

    I do apologize for any inconvenience! Thank you.

    -Quicken Anja
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  • mullins.scott.s
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    Thanks, @Quicken Anja

    As I mentioned in my original post I tried to connect with a Baird Online support person and they could see my access request come in through the log, but no data gets exchanged---to answer your question, Quicken did not show any kind of error message. I get the screen for "Looking for your accounts at Baird" but nothing happens after that screen disappears.

    I;ll let Baird support know about the issue...hopefullly it will get fixed soon. I have to believe other users are having the same issue.
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