LPL Download problem

Anita_P_Cunningham

I am receiving an error when I try to update my LPL Financial accounts:

Quicken is unable to complete your request [OL-221-A]

[Ol-221-B]

I recently bought a new computer and have not been able to sync with LPL Finacial since. I have contacted LPL and they can see that they are sending the update but Quicken is not receiving it.

Can you help.

Anita Cunningham

Quicken Kristina

Hello @Anita_P_Cunningham,

Thank you for reaching out to the Community and telling us about this issue.  I'm sorry to hear you're running into this problem. If you haven't already, I'd recommend following these steps:

1. Open Tools > One Step Update Summary to find the bank where this OL error is presented. Also, verify the exact error code you are getting to confirm it is one of the errors covered here.
2. Open the register for this bank account.
3. Click Account Actions (button or gear icon) at the top right of the register.
   
4. Select Update Now.

If it is still giving you that error after following those steps, try waiting until after the weekend and see it if will update successfully on Monday.

If the issue persists on Monday, the next step would depend on the connection method and how you update. If you connect via Direct Connect or update using Web Connect, you would need to reach out to your financial institution for further assistance.

If you connect using Express Web Connect, you would need to contact Quicken Support for further assistance. The Quicken Support phone number can be found through this link here. Phone support is available from 5:00 am PT to 5:00 pm PT, Monday through Friday.

To check what connection method you are using, go to Tools>Account List. Click the Edit button next to the problem account. Click the Online Services tab. On the left side, it will show you the connection method (see sample image below).

Thank you.

Anita_P_Cunningham

Hi Kristina,

I update the accounts by going to the LPL website and initiating the update there. When I look in the Update Summary I do not find any errors for LPL so there is no edit button presented.

When I look in the account List I do not have a Reset Account button to click.

So perhaps I am using Express WEb Connect??

Quicken Kristina

Thank you for your reply,

If you are initiating it from LPL's website, then that sounds like Web Connect (importing a .QFX file from the financial institution). You mentioned this started when you bought a new computer; about how long ago was that? Did you start a new Quicken file on the new computer or were you able to transfer the old file to your computer?

The first thing you would want to check for this specific error message is the date/time settings on your computer. If the date/time settings don't match up with the actual date/time where you are, that can cause the error you are seeing. This article has the directions for adjusting date/time in Windows 10; if you use a different version of Windows, the steps may vary.

Thank you.