Unable to connect to Cambridge Investment Research (QWin)
This discussion was created from comments split from:
Cambridge Investment Research OFX Error: 2005
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Comments
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I don't get Error 2005 but I haven't been able to connect to Cambridge Investment Research recently either. I'm using Quicken for Windows.
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Had the same issue. Contacted Cambridge Tech Support @ 888-245-0452. They informed me the front end financial institution has changed, including the URL.
Old: Cambridge Investment Research - www2.netxselect.com
New: NetXInvestor - www.netxinvestor.comIn Quicken (after saving a backup), I edited each associated account and "Deactivated" online services. Next I selected to add an account and entered NetXInvestor as the financial institution, followed by entering my ID/Password. NOTE: Be sure to enter your 3 character Cambridge financial organization ID in front of your ID (no space). (The instructions are on the Quicken screen.)
Once I connected successfully, I was presented with my Cambridge account list. I then linked each one to the existing corresponding account in Quicken. (If you failed to deactivate online services for the accounts, you won't see the account in the link list.)
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Deactivating my Cambridge connection and then adding it as a NetXInvestor one worked for me. THANKS!!
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This solution worked for me as well
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Hello @CountryFolk,
We appreciate you adding to this discussion and sharing this solution to help others experiencing the same issue.
Thank you!
-Quicken Anja
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