Quicken Not downloading from American Century Brokerage

Dadbob
Dadbob Quicken Windows Other Member

Windows 11 and Windows 10 Version R58.9 Build 27.1.58.9 Quicken Classic

I have not been able to connect and download transactions from American Century Brokerage (They use Pershing for their accounting). This problem started about 2 weeks ago after years with no problems. All other accounts are working fine. I have gone to ACCOUNT LIST to try to activate the account after deactivating it. Quicken asks for user name and 4 DIGIT password. That didn't work. I went to the AC website and it says they need a 6 digit number for the password. I set up a new 6 digit password on AC. That did not work. I contacted AC and they said that they had not had any other complaints, but I have some doubts. They basically said it was a Pershing problem. I am not a computer genius - I use Quicken to manage my portfolio. I assumed the program works.

I have called support and they could not fix the problem.

Here is the dilemma:

  1. Is this a Quicken problem?
  2. Is this a Windows update problem?
  3. Is this an American Century problem?
  4. Is this a Pershing problem?
  5. Is this the user's problem?

Any time you have this many possible sources it is always magnified in degree of difficulty to solve.

I believe Quicken should take the lead on this. After all, they are the only one of the above who I am paying for the use of Quicken.

Any insight would be greatly appreciated.

PS: I noted when I searched the site that people were having a similar problem in 2021.

Answers

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Have you contacted Q Support about this? This site is other users … not Q Support, and there's not much we can do/advise re: this type of issue.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

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