Interactive brokers online set up not working in Classic Quicken for Windows


Tried adding my IB account to Quicken. As instructed I got a Query Id and token from IB. It logged in and found the account and I selected Add to Quicken.

Then it said Adding your accounts to Quicken. After about 10 secs, I got the message Sorry we encountered an Error (It's not your fault) and an option to Try again, manually download or enter transactions manually. If I select try again it just hangs.

Please fix this issue..


  • Quicken Jasmine
    Quicken Jasmine Moderator mod

    Hello @Fiddledee,

    Due to the nature of this error message, I suggest contacting Quicken Support directly as an escalation may be in order.

    The Quicken Support phone number can be found through this link here. Phone support is available from 5:00 am PT to 5:00 pm PT, Monday through Friday.

    I apologize that we could not be of more assistance.

    -Quicken Jasmine

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