Investor 360 download not working
I am on a window system. This has been a problem before in the past. It is recurring. I have not changed any passwords in the last 24 to 48 hours
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I have the exact same issue. Began Friday or Saturday. Chat help this morning was no help.
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I did submit a trouble report in Quicken with details. I am able to sign-on with the same passwords on my web browser so that's not the issue.
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Since Friday I have not been able to connect to Investor360. This time OL-332-A. Seems every couple of months this happens. I can access via browser (same password) without issue but not Quicken. Trouble ticket was submitted. Online chat support was no help.
Anyone else seeing this?
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yes I am able to sign onto my investor 360 account directly
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Hello @Deb1507,
Are you receiving any error codes or messages? What exactly is occurring? Did anything occur before this issue began (such as an update)? Are you aware of any changes made by Investor360?
Let me know!
-Quicken Jasmine
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Hello @brucemid15,
I apologize for the error you are receiving. An OL-332 (or OL-330) occurs when an incorrect customer ID or password is entered in Quicken. I invite you to review the instructions below in an attempt to resolve this issue, it is recommended to save a backup before proceeding (just in case). You can find these troubleshooting steps and more information in this Support Article.
Verify your Password/PIN: Make sure the password you entered is correct. Some banks have special requirements for the Quicken password including case-sensitivity, minimum length, or a mix of letters and numbers. Your password could be different from the one you use on the online banking website. Be sure to re-enter your password carefully.
Tip: Typing your username/customer ID and password/PIN into a text application, such as Notepad, Windows WordPad, or other text/word application, is a way of confirming you don't have typographical errors in these fields. The "confirmed" name/password can then be copied (Ctrl + C) and pasted (Ctrl + V) into the appropriate fields in Quicken.
Note: If you are setting up online services (such as transaction download) for this account, there may be additional information displayed in the dialog where you enter your customer ID and password/PIN that may tell you what should be entered.
Verify your Customer ID
- Select the Tools menu > Account List.
- Select the account and click Edit.
- Verify that the Customer ID displayed under the General tab is correct.
- If the Customer ID is correct, review the financial institution name and account information (such as the account and routing number).
Check the Password Vault
If you use the Password Vault, it may have stored an incorrect password.
- From the Tools menu, choose One Step Update.
- At the Password Vault Password dialog click Skip.
- Enter the password information manually for this financial institution.
- If you connect successfully, then select Tools menu > Password Vault > Add or Edit Passwords.
- Enter your Vault Password.
- Select the account you want to update the password for and click Change Password.
- Make the necessary changes and click Change.
If the issue persists
Try going to your bank's website and signing in. You may be prompted to unlock your account or complete Multi-Factor Authorization.
After signing in at the bank's website, try updating your accounts again in Quicken.
If you are still receiving the error, and you believe that the Customer ID and password are correct, please contact the financial institution for further assistance.
I hope this helps!
-Quicken Jasmine
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Quicken Jasmine,
Thank you for responding. Nothing I am aware of in my Quicken was changed. The issue simply started Friday, same as the other person who is having the issue. I followed your process above, checked the password, username, and acct number in the vault and it is correct. I can log in with the same password successfully via browser.
At the request of the Quicken support rep who was supporting me earlier this morning via text, I created a new Quicken file for testing, and added the accounts. I was able to connect and see my accounts but Quicken was unable to add them to the account list. I cancelled after it tried (spinning wait screen) for 10 minutes.
These issues have happened before and Quicken was able to address them. Is there a reason this time you are asking us to address this issue on our own?
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I am having the same connection issues with Investor360. The brokerage website uses 2 factor authentication. Until about November Quicken for Windows would pause during login to Investor360 and I would have to enter the access code that was sent to my phone. It would then continue to log in and download, etc, correctly. During sometime in December it would not ask for the access code - and would not download, though no error would show up when doing one-step update. Just no update. Now - i.e since January - I get an OL-332-A error. Username and password are correct, but Quicken doesn't get in - or prompt for the 2FA access code. I've given up for now.
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That's odd. I've never had issues with the 2FA. I use it for web access but have never needed it for access from Quicken. I have full download with transaction details on all accounts.
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…^^ that is until it suddenly stopped working Friday,
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Yet again, it is happening for me as well - apparently in addition to lots of other Quicken users. The problem is clearly an issue with how Quicken and Investor360 talk to each other. I would suggest that Quicken consider this a "known problem" and begin working with Investor360 to resolve instead of telling us to "reach out to your financial situation."
Issues with Investor360 are becoming a frequent event. This same thing happened last fall. Very frustrating.
I would also suggest that Quicken place a bit of urgency on this issue. Investor360/Commonwealth is not a bank. It is an investment institution. We depend on Quicken to download and enter complex transactions. They are not simple deposits and payments.
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I am having this issue as well, same as last Fall. I have no problem logging in via the web, but Quicken returns the OL-332-A error each time I attempt an Investor360 download. I submitted an error report to Quicken and encourage others to do the same.
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Exactly the same issue and since Friday too. I already sent an error report to Quicken.
Quicken returns the OL-332-A error each time I attempt an Investor360 download but if I login from the browser I have no issues logging in.
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I have made no changes to my system or to my passwords on either quicken or investor 360. I am able to log onto investor 360 separately. I am also able to download Chase Bank transactions into Quicken. I get the message that I’ve changed my password or sometimes the error message with I think the number 293 occurs but I don’t have a screenshot
Every time I get the error message in Quicken, I submit trouble report where it downloads the problem files. I have done that twice yesterday and once this morning.. I hope this helps.
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Hello All,
Thank you for taking the time to visit the Community to report this issue.
We have forwarded this issue to the proper channels so that this can be further investigated. In the meantime, we request that you please navigate to Help > Report a problem and submit a problem report with log files, a sanitized data file, and screenshots (if possible) attached in order to contribute to the investigation.
While you will not receive a response through this submission, these reports will help our teams further investigate the issue. The more problem reports we receive, the better.
We apologize for any inconvenience! Thank you.
-Quicken Jasmine
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Been having the same issue for almost a week now. Was on the phone with support to troubleshoot but so far no luck. Support asked me to disconnect my accounts then delete quicken keychains (macOS) then reconnect the accounts. This isn't the first time I've seen issues with quicken and investor 360. Most recent major issue is loss of downloads of 529 plans. The accounts used to sync prior to the last quicken updated and have since stopped even picking up the 529 accounts on connect. Hopefully quicken and Investor360 can get together resolve all of this soon.
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