Problem Connecting PNC Bank Investments to Quicken [Edited]

Jeff43@

A month or so ago, Quicken (Premier Classic version 58.8) stopped getting updated transactions from my PNC bank investment account. I have both a checking account and brokerage at PNC. The checking account works fine, but not the brokerage. I have tried adding a new account as PNC suggested using their PNC Investments - new site. I keep getting an OL-332 error. PNC has not been able to help me. Has anyone else encountered this and found a solution.

Jeff Hickman

Quicken Kristina

Hello @Jeff43@,

To troubleshoot this issue, I recommend that you start by following the steps from this article on OL-332 (invalid credentials) errors:

Verify your Password/PIN

Make sure the password you entered is correct. Some banks have special requirements for the Quicken password including case-sensitivity, minimum length, or a mix of letters and numbers. Your password could be different from the one you use on the online banking website. Be sure to re-enter your password carefully.

Tip: Typing your username/customer ID and password/PIN into a text application, such as Notepad, Windows WordPad, or other text/word application, is a way of confirming you don't have typographical errors in these fields. The "confirmed" name/password can then be copied (Ctrl + C) and pasted (Ctrl + V) into the appropriate fields in Quicken.

Note: If you are setting up online services (such as transaction download) for this account, there may be additional information displayed in the dialog where you enter your customer ID and password/PIN that may tell you what should be entered.

Verify your Customer ID

1. Select the Tools menu > Account List.
2. Select the account and click Edit.
3. Verify that the Customer ID displayed under the General tab is correct.
   
4. If the Customer ID is correct, review the financial institution name and account information (such as the account and routing number).

Check the Password Vault

If you use the Password Vault, it may have stored an incorrect password.

1. From the Tools menu, choose One Step Update.
2. At the Password Vault Password dialog click Skip.
3. Enter the password information manually for this financial institution.
4. If you connect successfully, then select Tools menu > Password Vault > Add or Edit Passwords.
5. Enter your Vault Password.
6. Select the account you want to update the password for and click Change Password.
7. Make the necessary changes and click Change.

If the issue persists

Try going to your bank's website and signing in. You may be prompted to unlock your account or complete Multi-Factor Authorization.

After signing in at the bank's website, try updating your accounts again in Quicken. 

If you are still receiving the error, and you believe that the Customer ID and password are correct, please contact the financial institution for further assistance.

I hope this helps!