RBC Wealth Management connection

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Neil W
Neil W Member ✭✭
edited February 3 in All Things Canadian (Windows)

How can I re-establish my "Direct Connect" link to my accounts at RBC Wealth Management? (After downloads failed for over a week, I tried to deactivate/reactivate the accounts. But that created an "Express Web Connect" link which does not download the actual transactions. I can't find a way to specify Direct Connect when re-activating.) I am using Quicken Classic Premier on Windows 11.

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  • Quicken Jasmine
    Quicken Jasmine Moderator mod
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    Hello @Neil W,

    Which RBC Wealth Management instance are you using?

    Screen Shot 2024-01-03 at 12.59.33 PM.png
    Screen Shot 2024-01-03 at 12.59.49 PM.png

    Thanks!

    -Quicken Jasmine

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  • Neil W
    Neil W Member ✭✭
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    I don't know where you got your screen shots. When I try to connect, I do not get this option. I see

    image.png

    Only the third and the last options do not reject my uid/pw. Neither one tells me the type of connection they will use. I had been trying to link using the third one. I tried the last one for one of my accounts and it appears to work properly. The headings on you screen shots gave me a hint.

    Thank you for the help. I remain puzzled as to why my Quicken does not clearly reveal the choice of connection method.

    Thanks again.

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