CLOSED 9/5/24 Key Bank Investment - $0 Balance when Adding Investment Accounts

Quicken Janean
Quicken Janean Quicken Windows Subscription Moderator admin

We know the issue with Key Private Bank downloading investment accounts with $0 balances. This mainly occurs on Quicken Classic for Windows using Quicken Connect.

This is happening because our OFX Screenscrape (a form of EWC/Quicken Connect) can capture account details successfully but is unable to capture account activity. This is causing the accounts to be successfully added but showing a $0 balance with no activity. We are working with the appropriate parties so that our screenscrape captures all the correct information.

This has been escalated internally, though we do not have an ETA at this time.

To be notified of updates as they become available, please click the bookmark ribbon located in the upper right. If you do not see the bookmark ribbon, please make sure that you are signed into the Quicken Community. 

Thank you!

(Ticket #11203680/ CTP-10615)

Quicken Janean

Make sure to sign up for the email digest to see a round up of your top posts.

Comments

  • Quicken Anja
    Quicken Anja Moderator mod

    UPDATE 8/7/24

    We do not have an ETA at this time for a resolution for this issue, though our teams continue to work towards a solution. We apologize for any inconvenience and thank you for your patience. 

    Thank you!

    -Quicken Anja
    Make sure to sign up for the email digest to see a round up of your top posts.

  • Quicken Anja
    Quicken Anja Moderator mod

    ONGOING 8/14/24 

    This issue remains ongoing and our teams continue to work toward a solution. No ETA or further details are available at this time, and this Alert will be updated once more information, updates, etc become available.

    We apologize for any inconvenience and appreciate your patience.

    Thank you!

    -Quicken Anja
    Make sure to sign up for the email digest to see a round up of your top posts.

  • Quicken Anja
    Quicken Anja Moderator mod

    CLOSED 9/5/24

    This alert has been closed due to low activity. However, this issue is still ongoing and is still being investigated.

    Thank you!

    -Quicken Anja
    Make sure to sign up for the email digest to see a round up of your top posts.

This discussion has been closed.