Cannot connect to Gateway Mortgage Account

Robert D3
Robert D3 Quicken Mac Subscription Member

I previously connected my Gateway Mortgage account to quicken to monitor my property/mortgage. There was multifactor authentication after sign-on then would text a code to my mobile phone. No issues with syncing on Quicken Mac as it would prompt me to request a code and provide a prompt to enter. A few weeks ago Gateway updated their multifactor authentication by using an email code or Google Authenticator. I am now unable to sync on Quicken, it still prompts me to request a code but Quicken does not provide a prompt to enter.

Care Code: 3001

Details: CP_SERVER_ERROR

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Answers

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Moderator mod

    Hello @Robert D3,

    To start with, I suggest deactivating the account(s) experiencing this error, removing the saved login credentials from the Keychain Access app, and then reactivating the accounts. However, before doing so, I do recommend saving a backup of your data file first (just in case). Then, please check and make sure you do not have any hidden accounts that may be connected to this financial institution.

    1. Go to the Accounts menu and choose Hide and Show Accounts
    2. Uncheck any accounts with this specific financial institution that are checked as hidden in Lists

    After that, please follow the troubleshooting instructions below.

    1. Open the account register and navigate to the Settings gear on the bottom-right corner
    2. Click on the Downloads tab
    3. Click Disconnect Account (if there are more than one account associated with this financial institution, please repeat steps 1 through 3 for each account)
    4. Quit Quicken
    5. Open Finder and navigate to Applications > Utilities > Keychain Access app
    6. On the left panel in the Keychain Access app, select Login and select Passwords at the top
    7. Search for the financial institution's name in the top-right search field and delete any entries found showing "Quicken password for [your financial institution username] at [financial institution name] "
    8. Quit the Keychain Access app and reopen Quicken
    9. Navigate to Accounts > Add Account...
    10. Use the search field at the top of the list to find and select your financial institution and click Continue
    11. Follow the prompts to sign in using your login credentials associated with the financial institution
    12. If the accounts have been found successfully; use the dropdown menus to link each account to the appropriate account in Quicken

    Let us know how it goes!

    -Quicken Jasmine

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