What to do to fix Cetera/Netxinvestor transaction downloads

Kenneth L Kaylor

Mac 11.6 (Big Sur) Quicken Version 6.9.0 (Build 609.45401.100). Updated the Chase connection upon return from vacation and now have a Download Error (-1) OFX error#-1 for two days. What would be the fix? Is this caused by/attached to the new version or the chase update?

Quicken Jasmine

Hello @Kenneth L Kaylor,

Thank you for contacting the Quicken Community, though I do apologize that you are receiving this error with your Cetera/Netxinvestor account(s). 

If you don’t mind, could you please provide a screenshot of the error message you described receiving? If needed, please refer to this Community FAQ for instructions on how to attach a screenshot. Alternatively, you can also drag and drop screenshots to your response if you are not given the option to add attachments.  

I look forward to hearing your response!

Kenneth L Kaylor

Here you go - thanks for looking at this issue - love quicken but sometimes it needs a little TLC to do everything we ask of it

Quicken Jasmine

Hello @Kenneth L Kaylor,

Thank you for providing that screenshot. 

To start with, I suggest deactivating the account(s) experiencing this error, removing the saved login credentials from the Keychain Access app, and then reactivating the accounts. However, before doing so, I do recommend saving a backup of your data file first (just in case). Then, please check and make sure you do not have any hidden accounts that may be connected to this financial institution.

1. Go to the Accounts menu and choose Hide and Show Accounts
2. Uncheck any accounts with this specific financial institution that are checked as hidden in Lists

After that, please follow the troubleshooting instructions below.

1. Open the account register and navigate to the Settings gear on the bottom-right corner
2. Click on the Downloads tab
3. Click Disconnect Account (if there are more than one account associated with this financial institution, please repeat steps 1 through 3 for each account)
   
4. Quit Quicken
5. Open Finder and navigate to Applications > Utilities > Keychain Access app
6. On the left panel in the Keychain Access app, select Login and select Passwords at the top
7. Search for the financial institution's name in the top-right search field and delete any entries found showing "Quicken password for [your financial institution username] at [financial institution name] "
8. Quit the Keychain Access app and reopen Quicken
9. Navigate to Accounts > New and choose the appropriate account type for the accounts that you previously deactivated 
   
10. At the bottom of the window showing the list of the financial institutions, click on the "My bank is not listed" question mark icon, then click Update List
11. Wait for the list to finish updating and " Updated: " displays the current date.
12. Click the Show List button to continue
13. Use the search field at the top of the list to find and select your financial institution and click Continue
14. Follow the prompts to sign in using your login credentials associated with the financial institution
15. If the accounts have been found successfully; use the dropdown menus to link each account to the appropriate account in Quicken

Let me know how it goes!

Kenneth L Kaylor

Thanks for the help. All 7 accounts now back and linked. Interesting that it took two runs - two accounts did not show up on the first run - so just went back to the account, hit the gear symbol on one of the non linked accounts and both showed up and got them linked.

Kenneth L Kaylor

So a second problem - one of the accounts that cleaned up in the second round of setup/download has an interesting issue - in the account window the Dashboard shows the correct MF/ETFs/stocks but the portfolio window has the wrong investments and total value - any fix available?

Quicken Jasmine

Hello @Kenneth L Kaylor,

I am happy to hear that we were able to resolve the issue and relink your accounts. 

As for the investment account, I suggest deactivating and reactivating only this account so see if that may solve the error. You may follow this link for more information regarding deactivating and reactivating accounts in Quicken for Mac. Please keep in mind that it is recommended to save a backup (just in case). 

Let me know how it goes!