I cannot add my Scotiabank account to Quicken. It's the only reason I subscribed...

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pdett
pdett Member

I cannot add my Scotiabank account to Quicken.

I keep getting this error.

I've waited the 24 hours and now Im wondering if I'm chosing the wrong institution or is the service not great with Scotiabank.

When I try to import a .qfx file, i get this error..

I've issused a ticket for a refund because the only reason I wanted to use quicken was to add my bank account to it.

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  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
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    There is currently a bug in Quicken Windows Canadian that isn't allowing importing of QFX files.

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  • Quicken Jasmine
    Quicken Jasmine Moderator mod
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    Hello @pdett,

    Due to the length of time that you have been experiencing a CC-501 error with Scotiabank, 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.

    Thanks!

    -Quicken Jasmine

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  • pdett
    pdett Member
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    Judging by other users experiences with the same issue it doesn't seem hopeful. I'm seeing a lot of, Quicken told me it was Scotiabank and Scotiabank told me it was Quicken. I'll absolutely phone tomorrow but I'm fully expecting this response. I honestly think a refund would be the better way to proceed.

  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
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    @Quicken Jasmine I hope that Quicken Inc is aware of the fact that this a "known problem".

    This is in fact, the same problem that Quicken Windows US had, but then got a patch to fix it. Quicken Windows Canadian has yet to get that patch. From the US thread on this, with some Canadian users mixed in:

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  • pdett
    pdett Member
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    Oof. I wish I had known before I purchased.

  • Arctic Hare
    Arctic Hare SuperUser ✭✭✭✭
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    Some incorrect advice has been provided in this thread and it has gone down a proverbial rabbit hole. The OP is attempting to set up Express Web Connect for Scotia McLeod and Quicken does not support an EWC connection to Scotia McLeod. Quicken does support an EWC connection to ScotiaBank and Quicken does support Web Connect to Scotia McLeod, but the combination shown in the screen shots is simply not supported. See the excerpt below from the FIDIR.TXT.

    00003 00003 00003 Scotia McLeod - English https://www.scotiabank.com/ca/en/personal.html 1-800-4-SCOTIA https://www.scotiabank.com/ca/en/personal.html ACTIVE INVESTMENT&WEB-CONNECT NOT_QBP NA
    00008 00008 00008 Scotia McLeod - français https://www.scotiabank.com 1-800-472-6842 https://www.scotiaonline.scotiabank.com ACTIVE INVESTMENT&WEB-CONNECT NOT_QBP NA
    05071 05071 05071 ScotiaConnect - Branding http://www.scotiaconnect.scotiabank.com/ 1-888-615-0296 http://www.scotiabank.com/cda/content/0,1608,CID8278_LIDen,00.html ACTIVE BANKING&WEB-CONNECT NOT_QBP NA
    00025 00025 00025 Scotiabank http://www.scotiabank.ca 1-800-4-Scotia http://www.scotiabank.com/cda/content/0,1608,CID335_LIDen,00.html ACTIVE BANKING,CREDIT&WEB-CONNECT BANKING,CREDIT,ACCOUNTINFO&EXP-WEB-CONNECT NOT_QBP NA

    If the OP is trying to connect to a Scotia Bank bank account or credit card, they need to choose the "ScotiaConnect" option - the last option in the first screen shot. If the OP is trying to connect to Scotia McLeod then they need to use Web Connect instead of Express Web Connect.

  • Quicken Jasmine
    Quicken Jasmine Moderator mod
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    Hello @Chris_QPW,

    Thank you for sharing. I will look into the CTP on this.

    -Quicken Jasmine

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  • Arctic Hare
    Arctic Hare SuperUser ✭✭✭✭
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    Based on the FIDIR.TXT, Scotia McLeod should not even show up in the list of financial institutions for which one can enable EWC. The FIDIR.TXT says Scotia McLeod is only Web Connect, but it is appearing as an EWC option in the screenshot. Regardless, I believe the OP is actually wanting to connect to Scotia Bank, which is different from Scotia McLeod.

  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
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    Note that my comment is about the importing of the QFX file.

    Yes, the original attempt to login in was for the wrong financial institution. And yes, if the right one was picked maybe that would have setup an Express Web Connect connection. Sorry, if I confused the issue.

    The problem I was referring to is the importing of the QFX file, this is the one that was in Quicken US and a patch was issued to fix it, but the Canadian version has yet to get it. The QFX file isn't dependent on that original login screen in Quicken, it has the financial institution information in it and should have imported correctly, but it isn't.

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  • Arctic Hare
    Arctic Hare SuperUser ✭✭✭✭
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    …and, I actually missed the bit about the QFX import… there appears to be a few things not working properly here. I don't do business with any of the Scotia bank entities, so I can't test this.