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Washington Trust (RI) not updating

John54

When I try updating I get a message "An error has occurred" No error code.

3 accounts with this bank.

Washington Trust uses a separate logon for Quicken . My normal logon works fine.

Started Friday 10/11/24

Have a support request in with the bank already - havn't heard back yet

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Comments

Quicken Kristina

Hello @John54,

To help troubleshoot this issue, please provide more information. Are you able to see any error code on the One Step Update Summary (You can access it by going to Tools>One Step Update Summary)? Are your accounts connected using Direct Connect or Express Web Connect? To check this, you can go to Tools>Account List. In the Transaction Download column for those accounts, it should show you which connection method is being used.

I look forward to your reply!

John54

I was advised Tuesday 10/15 by Washington Trust that they were working with Quicken on a known problem.

All was well when I arrived home from work Wednesday.

Was not advised what the clearence was.

Thank You

Quicken Kristina

Thank you for the follow-up,

I'm glad to hear it's working now!

If you need further assistance, please feel free to reach out!