NEW 11/15/24 Vision 2020 Oneview $0 Balance When Adding Investment Accounts

Quicken Janean
Quicken Janean Quicken Windows Subscription Moderator admin
in Alerts, Online Banking & Known Product Issues

We are aware of the issue with Vision 2020 Oneview downloading investment accounts with $0 balances. This is mainly occurring on Quicken Classic for MAC using Quicken Connect.

This is happening because our OFX Screenscrape (a form of EWC/Quicken Connect) is able to successfully capture account details but unable to capture account activity. This is causing the accounts to be successfully added but showing a $0 balance with no activity. We are working with the appropriate parties so that our screenscrape is capturing all of the correct information.

This has been escalated internally, though we do not have an ETA at this time.

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Thank you!

(Ticket #11389857/CTP-11490)

Quicken Janean

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