Trying to add accounts from Netxinvestor
I am getting an error when I try to connect my retirement accounts from Netxinvestor to Quicken version R51.12 Windows 11 OS Build 27.1.51.12. I am getting the erro not my fault. See attachment. No sure why I am getrting this error since I sign on to the Netx site with my u/p with no problems. I do have to put a client number in to sign in before my username and password. Can I get some assistance to help me out? I checked all the posts on the community support page but they do not have the answers any longer since they were posted in early 2022.
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See if this fixes things. The original poster with the same problem said it worked for him:
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Ps56k2 SuperUser ✭✭✭✭✭ April 2021 edited April 2021
revpeter
said: I contacted Cetera (who uses NetXInvestor) and they said it's set up properly and the problem is on Quicken's end.
just to clarify - which of these 2 names do you have setup in Quicken ?Which do you use to log into their website to see your account ?
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And... there appear to be THREE entries listed for Cetera - and ONE for NetXInvestor
11998 11998 11998 Cetera Advisor Networks LLC 800.879.8100 http://www.ceteraadvisornetworks.com ACTIVE
INVESTMENT,ACCOUNTINFO&DIRECT
12001 12001 12001 Cetera Advisors LLC 800.929.3485 http://www.ceteraadvisors.com ACTIVE
INVESTMENT,ACCOUNTINFO&DIRECT
15871 15871 15871 Cetera Investment Services 866-663-4430 NA ACTIVE
INVESTMENT,ACCOUNTINFO,401K&DIRECT --------------17232 17232 17232 NetXInvestor http://www.netxinvestor.com your Broker ACTIVE
INVESTMENT,ACCOUNTINFO&DIRECT
http://www.ceteraadvisornetworks.com https://www.ceteraadvisornetworks.com/0