NEW! 9/16/24 BPAS - $0 Balance when Adding Investment Accounts

Quicken Kristina
Quicken Kristina Moderator mod
edited September 16 in Alerts, Online Banking & Known Product Issues

We have identified an issue with BPAS downloading investment accounts with $0 balances. This mainly occurs on Quicken for Mac using Quicken Connect. This is happening because our OFX Screenscrape (a form of EWC/Quicken Connect) can successfully capture account details but cannot 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.

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Thank you!

(Ticket# 11281601/CTP-10979)

Quicken Kristina

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