Issue with LPL Accounts (QWIN)
Best Answer
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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
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Similar experience as Peter K. Started getting 503 errors a few days back and still today, 10/17. Very frustrating.
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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.)"
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."
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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.0 -
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.1 -
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.
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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.
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I have been getting a CC-501 error on LPL Financial Accounts that have synced for years? How do we fix this?
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Hello @msmith2112,
To troubleshoot this issue, per this support article on CC-501 errors, please wait 24 hours and try again.
If the issue persists after that, please contact Quicken Support directly for further assistance. The Quicken Support phone number can be found through this link here. Phone support is available from 5:00 am PT to 5:00 pm PT, Monday through Friday.
I apologize that I could not be of more assistance!
Quicken Kristina
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What's the current status for resolving this issue?
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I have been experiencing the same issue for over a month. As of 11/8, it is still not working. I have submitted a report with logs through the software. When will this be fixed?
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It would be helpful to know when this might get resolved
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CC501 LPL/Quicken errors has been an ongoing issues for months now
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LPL Financial has a scheduled maintenance outage on 11/09/2024 @ 10PM EST. System is scheduled to be back on-line 11/10/2024 @ 9AM EST. Will know if everything is back to normal after the server maintenance is completed. Let's hope this solves the issue.
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I'm having the same problems. Following to get updates.
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Now going on four weeks that I have had this issue. Is anybody at Quicken wokring on this?
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Quicken Kristina, is anybody at Quicken working on this???
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Hello All,
Thank you for taking the time to visit the Community to report this issue, though we apologize that you are experiencing this.
We have forwarded this issue to the proper channels to have this further investigated. In the meantime, we request that you please navigate to Help > Report a problem and submit a problem report with log files attached and (if you are willing) a sanitized copy of your data file in order to contribute to the investigation.
While you will not receive a response through this submission, these reports will help our teams in further investigating the issue. The more problem reports we receive, the better.
We apologize for any inconvenience!
Thank you.
(CTP-11433)
Quicken Kristina
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Same problem for me. 7 accounts. Can't update positions. Transaction downloads at LPL don't help since Quicken no longer tracks them.
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I also have had the same problem for over a month. Please fix this problem. It seems like you have gotten plenty of identical error logs.
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StockRover, EMPower, and Morningstar investor users have also been reporting this same connection and updating problem with LPL financial for several months.
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I too have this problem for over a month without resolution.
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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.
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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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Any update regarding a resolution would be greatly appreciated.
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This problem has really been dragging on for quite some time. It is surprising, given that Quicken generally resolves issues promptly. That said, I did a work-around to get updates for my LPL accounts. It's not pretty but it works. After doing the work-around I am able to get accurate real-time updates to my investment portfolio. If Quicken wants to contact me to guide them through the work-around process, I would be happy to set-up a time to discuss. Quicken has my contact information.
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Same problem here for a month
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I'm following this thread because I'm also having the same problem as others.
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Insane that they haven't resolved this issue in over a month. I would expect weekly updates
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