Can't login to NetXInvestor accounts

Scott Lindner

I have been using Quicken and online download of transactions for my financial accounts held with NetXInvestor for a very long time. My brokerage changed recently but they are still held with NetXInvestor. I am getting an error trying to authenticate in Quicken with the new financial institution. I'm trying to use the format of <institution ID><username> but am getting an error authenticating. I have been trying this for several months now and it isn't clearing up. Is there some detail I'm missing in the process?

Scott Lindner

I figured it out. This discussion answers the question.

https://community.quicken.com/discussion/7891797/connecting-to-netxinvestor

To be crystal clear for everyone. What works is to use your NetXInvestor password and username but use it to login to Cetera Advisor Network but leave off the financial institution code from the username.

Scott Lindner

I figured it out. This discussion answers the question.

https://community.quicken.com/discussion/7891797/connecting-to-netxinvestor

To be crystal clear for everyone. What works is to use your NetXInvestor password and username but use it to login to Cetera Advisor Network but leave off the financial institution code from the username.

Quicken Jasmine

Hello @Scott Lindner,

Thanks for reaching back out to update us and share your resolution with other users who may be experiencing similar issues.

Please do not hesitate to reach out with any further questions or concerns.