Interactive Brokers: No More Quicken Integration?

932Scooter419

I have accounts at Interactive Brokers (IBKR), and within the last week or two, I started getting a consistent error when running OSU on Quicken (Classic, Windows, R58.9, Build 27.1.58.9) for a couple of them. Basically nothing was downloading, and these errors— in my experience, transient errors appear to "fix themselves" after a spell— were not transient. Another account with IBKR downloads fine, at least for the moment.

So I thought maybe the token or the query ID or whatever they're called may have expired. And I went to my settings at IBKR to fetch a new token/query ID, and to quote the great Gomer Pyle, "Surprise, surprise, surprise." The submenu item inside of settings— I think it was "Third Party Access" or some-such as that, is gone. Naturally, IBKR never said boo about this.

Searching briefly to see if that functionality had been relocated, I noticed that IBKR does not list Quicken among their third-party integrations. But, I'm not sure if they ever did.

So Quicken reps and/or other community members, are OSU downloads from IBKR on their way out?

Quicken Kristina

Hello @932Scooter419,

To assist with this issue, please provide more information. What error message/code were you getting when running One Step Update?

When you tried to check the credentials issued by the financial institution, did you check the Account Management section under Settings? That's where the in program prompt indicates it should be.

I look forward to your reply!

932Scooter419

I looked long and hard in IBKR settings before posting here. As I indicated upthread, the link I used formerly to obtain the necessary login credentials for Quicken is now gone. I grew tired of Quicken asking me if I wanted to re-attempt OSU before quitting because of the errors with IBKR so I deactivated the Direct Connect for these accounts. However I don't recall seeing Quicken display an error code for this issue.

I'm happy to ask IBKR about this but often it takes a while to get a reply from them, so I was hoping someone here might be faster.

Quicken Kristina

Thank you for your reply,

Based on your response, it sounds like maybe they updated their website and didn't provide us with the updated information on where to authorize 3rd party apps. To get information on where they moved it to, you would need to contact the financial institution.

One thing you can try, just in case the connection issues you were encountering were being caused by a file specific issue, is you can restore a backup from before the problems started, and test to see if everything downloads properly in that newly restored file. (Note: When you restore a backup, please make sure the file name is different from the name of your current file, otherwise, the restored backup will overwrite your existing file).

I hope this helps!

932Scooter419

I stand corrected. The functionality has been relocated to a different part of the IBKR interface, with a twist.

Previously I do not recall any public expiration on the Query IDs and Tokens that are used as login credentials for Quicken Direct Connect with IBKR, but now they expire annually. When you have them already, they will appear under "Performance & Reports" —> "Third Party Reports" when one is logged in to the IBKR portal. If you need them, you need to request via email, at least currently: reportingintegration@interactivebrokers.com. Presumably when they are about to expire/have already expired, likewise.

Thing was, searching for any of the things one might consider searchable— "query ID," "token," "quicken," etc.— was useless. I had to open a support ticket to find out this functionality was moved.

Quicken Jasmine

Hello @932Scooter419,

Thank you for coming back to update us and for sharing this information. I do apologize for the inconvenience. I am happy to hear that Quicken Support was able to assist you.

Please don’t hesitate to reach out with any further questions or concerns!