SEI Needs Updated Access in 2025

char
char Quicken Windows Subscription Member ✭✭
edited 6:58AM in Errors and Troubleshooting (Windows)

Currently, Quicken accesses my SEI account using AccessMyProtfolio.com. It is my understanding from SEI that this access will be disabled on January 1, 2025. Does anyone have any additional information regarding this? When will SEI provide Quicken the updated access?

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  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @char,

    If your financial institution will be changing its URL, then it will require them to submit a request to have it changed within Quicken. For more detailed information regarding this topic, please take a moment to review the section titled "How can I fix an incorrect Homepage URL?" found in this support article.

    I suggest reaching out to the financial institution directly to see if they can provide you with any information on their plans with Quicken after this change takes effect on their end.

    Hope this helps!

    -Quicken Anja
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