JP Morgan Retirementlink Download - Unable to verify the financial institution

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Quicken will throw a "Quicken is currently unable to verify the financial institution information for this download." error if you try to import a QFX download from JP Morgan retirement site, https://retirementlink.jpmorgan.com.

The is caused by incorrect values in the <FID> and <INTU.BID> fields in the QFX file. After the sale of retirementlink from JP Morgan to Great Financial, the values need to change from 56025 to 3862. JP Morgan IT should have made the change already, but in the meantime, if you have access to a text editor, you can modify the downloaded QFX file before importing it into Quicken.

Change 56025 to 3862 in the <FID> and <INTU.BID> values at the top of the QFX file.

Open JPM.download.qfx downloaded downloaded from QFX button in transactions list in a text editor. Locate the following fields at the top of the QFX file.

  <FI>

<ORG>JP Morgan</ORG>

<FID>56025</FID>

</FI>

<INTU.BID>56025</INTU.BID>

Change 56025 to 3862 and save the changes before tapping on file name in file explorer to import the data into Quicken.

  <FI>

<ORG>JP Morgan</ORG>

<FID>3862</FID>

</FI>

<INTU.BID>3862</INTU.BID>

This is a follow up to the discussion titled "JP Morgan Retirementlink - Is supported". JP Morgan retirementlink has almost fixed the Quicken download issues that started around February 2023.

This discussion has been closed.