Cannot Login to Columbia Threadneedle after their recent website changes

StanQkn
StanQkn Quicken Windows Subscription Member ✭✭

I re-registered on the Columbia Threadneedle and changed my user name and password as they requested in 8/31/24 email. I can login to their website with my browser but can no longer log in with quicken (windows 11 Quicken R58.14) after I entered new username and word. When I go to the columbiathreadneedleus site with my browser it flips to another site "secureaccountview" for log in and sends a phone verification text message. Can anyone please tell me how to log in with quicken? Thanks

Comments

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Moderator mod

    Hello @StanQkn,

    Are you receiving any error codes or messages? What happens when you complete the MFA for Columbia Threadneedle? Did the financial institution make changes?

    Let me know!

    -Quicken Jasmine

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  • StanQkn
    StanQkn Quicken Windows Subscription Member ✭✭

    Yes, the financial institution made changes to their sign in process and required new username and password. I tried Quicken again and was able to sign in. I had to delete the old user name and password and it worked fine. Thanks for your help. I think you can close this issue.

  • BradW
    BradW Quicken Windows Subscription Member
    edited September 7

    I had the same problem and created a new username/password, then tried to enter the new info in the "Sync" update section for this Quicken account, and it's not taking it.

    "Sorry, Quicken was unable to connect with this password."

    And yes, I just logged in using the Web interface to check. The password is valid.

    UPDATE After I first tried using the "update" in the main sync menu, which asked if the username/password had changed. That didn't work. Then I did a edit on the account from the All Transactions, then went to Online Services, reset on the account "No account data will be deleted", and then it connected.

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Moderator mod

    Hello @StanQkn and @BradW,

    Thank you for coming back to let us know. I am happy to hear that you were able to resolve the issues that you were experiencing.

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

    -Quicken Jasmine

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This discussion has been closed.