OL-220A error with Investor 360 accounts

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This discussion was created from comments split from: OL-220A error after initially adding Investor 360 to accounts..

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  • jdnewman66
    jdnewman66 Member
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    I have a similar issue with a single institution - Investor360

    I pulled the following from the Quicken logs:

    20230707 16:56:51: QFN: Beginning send to https://api2.advisor360.com/external/quicken/ofx
    20230707 16:56:53: QFN: End send to https://api2.advisor360.com/external/quicken/ofx, netstatus 0
    20230707 16:56:53: Parse error. Current object: OFXFILERS Missing Tag: TAG UNKNOWN
    20230707 16:56:53:

    Looks to me like either the file received from Investor360 is bad, or the Quicken Parser is broken.

    Who can assist?

  • Quicken Kristina
    Quicken Kristina Moderator mod
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    Hello @jdnewman66,

    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. Is this happening when you are importing a .QFX file directly from the financial institution into Quicken, or is this happening when trying to download from the financial institution using One Step Update in Quicken?

    Thank you.

    Quicken Kristina

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  • jdnewman66
    jdnewman66 Member
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    Kristina,

    This occurs when trying to download from the institution using One Step Update.

  • Quicken Kristina
    Quicken Kristina Moderator mod
    edited July 2023
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    Thank you for your response,

    If you haven't done so already, please follow the troubleshooting steps from this article:

    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 completing the Update Now process doesn't clear up the issue, try updating your accounts the next business day. This error may be caused by a temporary financial institution server outage or maintenance that may be resolved the next day.  

    If the issue is not resolved after waiting, you will need to identify the connection type of the affected account(s) to determine what next steps need to be taken. To do this, go to Tools > Account List, find the affected account(s), and confirm the connection type in parentheses in the Transaction Download column. 

    • Direct Connect - You will need to contact your financial institution to resolve this issue. Quicken does not have access to the financial institution's servers to correct the problem. This may require you ask to speak with an online services specialist that handles transaction download issues at the financial institution. If your financial institution states they can't assist, an escalation with the financial institution may be necessary. 
    • Express Web Connect - Please contact Quicken Support for assistance. 

    Thank you.

    Quicken Kristina

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  • jdnewman66
    jdnewman66 Member
    edited July 2023
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    I resolved the issue on a call with Investor360 - The password for Investor360 cannot contain any special characters. Once I set a new password with no special characters, everything began to work.

    [Removed - Language/Rant]

    Please mark as resolved.

  • Quicken Kristina
    Quicken Kristina Moderator mod
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    Thank you for your reply,

    I'm glad to hear its working now, and thank you for posting the resolution, since that can help anyone else encountering the same issue.

    Thank you.

    Quicken Kristina

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This discussion has been closed.