Portfolio-X-Ray

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marquedat
marquedat Member ✭✭
edited June 2023 in Investing (Windows)
I'm running Quicken Premier V R49.29, Build 27.1.49.29 on Windows 11 Home.

If I run for retirement accounts everything is fine. If I try and run for Investment accounts I get message...SAMLERROR:Redirect failed. If I try and run for all accounts I get the same error message.

Any suggestions?

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  • q_lurker
    q_lurker SuperUser ✭✭✭✭✭
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    I get the same problem if ONE specific security is included in the selection. In my case it is a muni bond. That security has a made-up ticker and should not associate to anything in the Morningstar x-ray universe. I have other munis with made-up tickers that are not a problem. I have tried changing the name and the ticker with no positive effect. Baffling

    I identified the problem security by trial and error. The SAML error only showed for one investment account. From there I selectively added and dropped securities until I id’ed the troublemaker.

  • marquedat
    marquedat Member ✭✭
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    thanks q_luker
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