Quicken Windows Download setup (via Intuit) fails - Won’t Open Browser

Rick9

I had several accounts (Intuit was being used to download the accounts) that never downloaded anything, even though there were transactions. I deactivated online downloads, then set up downloads again, and it worked for the first couple of financial institutions. However, when I tried the next institution, when the ‘Activate One Step Update’ screen appeared indicating that I needed to sign into the account (using a browser) and I clicked the ‘Sign In’ button, there was a ‘brief’ window popped up saying that the Sign In is being attempted, then immediately a new window said that the ‘Sign into <bank name> failed. Try again’. Unlike the earlier successful attempts, no browser window was opened.

When I click the ‘Back’ button, it returns me to the info screen saying that Quicken Classic uses Intuit (which is normal), so I clicked on the ‘Continue’ button to try it again, and all of the setup windows disappear.

I can re-attempt to setup the appropriate account, but the symptoms above happen the same way.

This has failed on multiple financial institutions, but my spouse is using those same institutions and things are working fine.

I have tried rebooting, changing default browsers, clearing browser cache, but nothing seems to work.

Does anyone have any advice on what to do? Thanks.

NotACPA

What Financial Institutions are failing? Are you getting any error codes or messages?

When you do HELP, About Quicken, what shows as the BUILD of your product? At the same place, what shows as the MEMBERSHIP Valid until date?

Rick9

It is failing with Chase, American Express, and Citi. Note that they (and other institutions) were not actually downloading anything (all were going through Intuit), and after deactivating and reactivating online download on ‘some’ of the accounts, it fixed the problem. However, it just suddenly stopped bringing up a browser on the other institutions.

Downloads currently work for ‘some’ institutions. Subscription is still active.

I am running Quicken Deluxe, and (FYI) I uninstalled / reinstalled Quicken (running the most current version), and the problem persists.

Rick9

Quicken Support was able to get me around the problem.

I was attempting to setup downloads by going to the existing account that was already set up in Quicken, and trying to do the online setup from the account properties.

The technical support person suggested that (instead) I should set up a ‘new’ account, and this time when I clicked on the ‘Sign In’ button to attempt to log into the financial institution, a browser did pop up (as expected), I was able to log into the account, and the standard Quicken screen appeared allowing me to associate my existing Quicken account(s) to the appropriate accounts at the financial institutions.