Links to Financial Institutions for IRA Account

zkaps

Quarterly I download investment transactions into Quicken for taxable and tax-qualified accounts. The downloads for the taxable accounts work flawlessly but for my IRA accounts, that is all IRA accounts in multiple institutions, the downloads fail. The workaround is to delete the Online Services for these accounts and then set them up again, and then the downloads execute automatically as part of setting up the Online Services. There are absolutely no changes to account numbers or credentials so I am baffled why I have to do this every quarter. Running Quicken Deluxe R43.32. Please let me know if you know of a solution.