Prudential brokerage not updating

Mark256

After going a two hour round with Q "tech support" and having him mess up my data I reloaded my saved data and used the newly reinstalled Q program. Now once again my Prudential (wealthscape investor) account is no longer updating transactions. It just says "an error occurred." I had it working for a couple weeks, but now it no longer updates any new transactions.

Quicken Jared

Mark256 said:

After going a two hour round with Q "tech support" and having him mess up my data I reloaded my saved data and used the newly reinstalled Q program. Now once again my Prudential (wealthscape investor) account is no longer updating transactions. It just says "an error occurred." I had it working for a couple weeks, but now it no longer updates any new transactions.

Hello @Mark256,   

We are sorry about this problem with updating accounts and this negative experience with Support. Thank you for letting us know about this here on the Quicken Community.

To be clear, is this error message accompanied by any numbered code? Also, what connection method are you currently making use of in order to add or link your accounts to online banking services? Please note that you can verify this anytime by going to Tools > Account List and then clicking on the Edit button in the row associated with the affected accounts. Next, go to the Online Services tab in the new window that appears afterward. The information we are looking for should be found under the Online Setup callout box. 

I look forward to your response. 

Thank you,

Quicken Jared 

Mark256

Thanks for answering. I am using one step update, and there is no numerical code. My other brokerage and mutual funds all update. I have had my Prudential brokerage account for several years, and have never had a problem till now.

Quicken Jared

Mark256 said:

Thanks for answering. I am using one step update, and there is no numerical code. My other brokerage and mutual funds all update. I have had my Prudential brokerage account for several years, and have never had a problem till now.

Hello @Mark256,   

I am sorry about this issue with online banking services that seems to be persisting. Thank you for letting us know more about the situation. 

If you have the chance, you could save a backup by going to File > Copy or Backup File... in the upper menu at the top of the screen and then create a 'test' data file by going to the same menu and selecting New Quicken File... Next, choose New Quicken File in the screen that follows, and then click OK. After this, choose a file location on your computer and then click Save. Choose Don't use mobile and web when prompted. 

You may then add your Prudential-associated accounts by navigating to the Add Account button in the Tools menu option in upper left-hand side of the screen, or in the more central, upper left-hand panel, denoted by the '+' symbol. Let us know if you see the same error message occurring in the test data file once this is attempted. 

I look forward to hearing about you results.

Thank you,

Quicken Jared 

Mark256

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