Issue with LPL Accounts (QWIN)

System
System Member admin
in Errors and Troubleshooting (Windows)
This discussion was created from comments split from: LPL Account Connection.

Best Answer

  • Quicken Anja
    Quicken Anja Moderator mod
    Answer ✓

    Hello All,

    There is currently a known issue with LPL Financial that has been escalated internally, though we do not have an ETA on resolution at this time. While the investigation remains ongoing, please refer to this Community Alert for any and all available updates and information.

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

    -Quicken Anja
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Answers

  • PaulM
    PaulM Member ✭✭

    Similar experience as Peter K. Started getting 503 errors a few days back and still today, 10/17. Very frustrating.

  • Scott Davis
    Scott Davis Member ✭✭
    edited October 17

    I've been trying to re-activate download as it stopped mid-September.

    From Account list, I select "Activate download: on one of the four LPL accounts.

    I enter Username and password and select Save to password vault. I get this error page with no error code, but a cute (useless) message; "Sorry. We encountered an error. (It's not your fault.)"

    image.png

    Can anyone find a way to download a .QFX file? I find the following brief instructions, but never can find a location in the web interface to "Click Download to Quicken."

    image.png

  • Quicken Anja
    Quicken Anja Moderator mod
    Answer ✓

    Hello All,

    There is currently a known issue with LPL Financial that has been escalated internally, though we do not have an ETA on resolution at this time. While the investigation remains ongoing, please refer to this Community Alert for any and all available updates and information.

    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.

  • dondavidday
    dondavidday Quicken Mac Subscription Member ✭✭
    edited October 22

    Just touching base with those with this issue. I noticed Friday I couldn't get into the LPL website due to scheduled maintenance. I just tried connecting via Quicken - and it appears to be working! I'm connected and getting data, just going through it now to make sure things are as they appear.

    UPDATE 10/22/2024 (7:35amEST): Connecting to LPL connects, but it isn't 100%. I can see accounts held within LPL but the dollar values are inconsistent. Some are correct, some are off without explanation. Further, there are some accounts that don't contain the complete list of securities.

  • gcbartlett
    gcbartlett Member

    Likewise, I see that now some of my accounts are not downloading accurate (any?) positions for Deposit Cash Account and/or Insured Cash Account 'investments', leading to inaccurate account balances.

  • gsakal02134
    gsakal02134 Quicken Windows Subscription Member ✭✭

    I had similar problems with my LPL accounts. I finally performed a "Reset" of each account, forcing Quicken to renegotiate the download method. It would appear that Quicken (Win) is now using Express Web Connect for LPL, displaying LPL accounts in the "Simpli" format. The only way to go back to the standard register format is to turn off any automatic download, and post transactions manually.

    The problem I have encountered is that Quicken (or LPL - who knows?) doesn't seem to know how to handle cash balances in accounts. Instead, the cash quantity gets mashed up with one of the other holdings, resulting in erroneous (way too high in my case) balances.

    The one exception is my primary LPL account, which I have configured to keep the cash balance separate, so that the cash balance is displayed under the "Banking" heading. I hope these issues can be cleaned up in the near term.

  • lrankine
    lrankine Quicken Windows Subscription Member ✭✭

    What's the current status for resolving this issue?

  • cbusso
    cbusso Quicken Windows Subscription Member

    I'm having the same problems. Following to get updates.

  • Ted Kay
    Ted Kay Quicken Windows Subscription Member

    Now going on four weeks that I have had this issue. Is anybody at Quicken wokring on this?

  • gyrowrestler
    gyrowrestler Quicken Windows Subscription Member ✭✭

    Same problem for me. 7 accounts. Can't update positions. Transaction downloads at LPL don't help since Quicken no longer tracks them.

  • Alex1534
    Alex1534 Quicken Windows Subscription Member

    When will this problem regarding LPL Financial be resolved? I am using Quicken for Windows. This has been an on-going issue since October 2024. In addition, what is the Quicken priority level for resolving this issue? As a note, I have been using Quicken since 1994 and this is the longest outstanding issue that I have seen regarding Quicken. Please help. Thank you.

  • Jen4VT
    Jen4VT Quicken Mac Subscription Member ✭✭

    Any updates? The lack of response by Quicken is pretty shocking. Over a month! it has been over a month and all we get is a generic response saying someone is working on it. When will this be fixed????

  • Sally1475
    Sally1475 Quicken Windows Subscription Member

    Been using Quicken for years without issues. But this LPL issue has left me very surprised on how long this issue has dragged on with no resolution or meaningful updates. Furthermore, it appears this issue thread is not monitored by the Quicken Escalation Team, otherwise there would have been at least a progress report posted here. So, the question becomes; is this a Quicken issue or is it an LPL Financial issue?

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