LPL Account Connection (QMAC)

2»

Comments

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Moderator mod

    Hello @Jen4VT,

    I have taken the time to look further into your escalation ticket and I can see that they are still investigating and working on a resolution. However, there is no current ETA.

    I apologize for the frustration and the inconvenience caused.

    When we receive more information, we will update from within this thread!

    -Quicken Jasmine

    Make sure to sign up for the email digest to see a round-up of your top posts.

  • jacobs
    jacobs Quicken Mac Subscription SuperUser, Mac Beta Beta

    One thing to understand is that these types of problems often involve the financial institution, and the delay on resolution may be waiting for them. But Quicken never throws a financial institution under the bus, because they depend on the financial institution to make downloading to Quicken possible. The other thing to understand is that Quicken uses a third-party company, Intuit, to handle all the connectivity services to financial institutions; when there's an outage or problem, Quicken submits a ticket to Intuit, but is mostly powerless to do anything to get the issue fixed. (And they may not even have insight into what the specific holdup is between Intuit and the financial institution.) So while this is understandably frustrating for users, there is never information Quicken posts about what the problem is or when it's expected to be resolved.

    Quicken Mac Subscription • Quicken user since 1993
  • Unknown
    edited December 2024
    This content has been removed.
  • Unknown
    edited December 2024
    Jen4VT was warned for this.
    This content has been removed.
  • peek
    peek Quicken Mac Other Member ✭✭
    edited December 2024

    For the love of God, please fix this issue ASAP. The FDP-104 issue with LPL financial has been ongoing for more than a month, and none of the updates thus far have given any indication that Quicken are making progress. Hire some freaking programmers, please.

  • gyrowrestler
    gyrowrestler Quicken Windows Subscription Member ✭✭

    These problems seem to have starter about the same time as Quicken stopped tracking transaction detail for LPL investment accounts. Could there be a relationship to the change?

  • peek
    peek Quicken Mac Other Member ✭✭

    Please fix this. The issue has been ongoing for over a month. FDP-104.

  • dtmplsman
    dtmplsman Quicken Mac Subscription Member

    I likely will not renew my Quicken subscription because of the longtime/ongoing problem with LPL accounts.

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello All,

    Our teams continue to work toward a solution, though we do not have an ETA available at this time. Please continue to refer to the LPL Financial Alerts we have posted here and here as any updates will be posted within the Alerts.

    We apologize for any inconvenience in the meantime! Thank you.

    -Quicken Anja
    Make sure to sign up for the email digest to see a round up of your top posts.

  • peek
    peek Quicken Mac Other Member ✭✭

    How about any sort of progress update? I know there's no ETA, but have you at least isolated the problem and are on a path to a solution? This purgatory of not knowing, is like being stuck on the tarmac in an airplane for two hours and not having any information about whether we're gonna take off, or go back to the gate.

  • LRV61
    LRV61 Quicken Mac Subscription Member ✭✭

    Progress? I tried to connect LPL account this morning, I no longer get the FDP-104 error, it prompts me for an authentication step. After I enter the SMS code, I now get an FDP-101 error!!! No joy. Quicken please provide an update on this issue!

  • DeVille63
    DeVille63 Quicken Windows Subscription Member ✭✭
    edited December 2024

    Both StockRover and EmPower fixed this issue with LPL a month or two ago. They seem to be using a slightly different web connect, LPL Financial (Client …) <https://accountview.lpl.com/web/login> only slightly different from the old version. Morningstar Investor still has the same problem as Quicken. I think both StockRover and EmPower subcontracts to Yodlee for their brokerage connections, while both Quicken and Morningstar seem to be using the same subcontractor, Intuit. I still need to force a download and enter a 6-digit SMS code with both StockRover or EmPower but at least that update method works. I can also download using "Export for Quicken" directly on the LPL account view client website, then manually upload the QFX file into my Quicken. That works.

  • JayKB
    JayKB Quicken Mac Subscription Member

    Working as part of a support organization (not related to Quicken) I understand how difficult it can be on "the inside" sometimes when working through multi-party issues. Is there something we can do as users to help? As investors at LPL we can make requests from that end if we have the right contact points. I suspect that is not our financial advisor. Suggestions?

  • Coop42
    Coop42 Quicken Mac Other Member ✭✭

    Two months and counting.