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Wealthscape Investor, transactions not downloading using Quicken Direct Connect

dmonte

Since the beginning of the new year, I'm no longer able to download transactions from Wealthscape Investor using Quicken Direct Connect. Getting an OL-332-A error code "your login information in Quicken is incorrect", however, all of my login info is correct, and has not changed.

Using Windows 11, Quicken Classic Premier for Windows. Version R60.20, build 27.1.60.20.

Has Wealthscape Investor made a change?

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Comments

Quicken Jasmine

Hello @dmonte,

Thank you for taking the time to visit the Community to report this issue; we apologize that you are experiencing it.

We have forwarded this issue to the proper channels so that it 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 to contribute to the investigation.

Let me know when you have done so!

dmonte

Thank you, I submitted the problem report through Quicken at the same time that I posted here, so it's already been sent in. Thank you.

Cyndi

I too have had the exact same issue and looking for a resolution. What is the best way to stay posted as to the situation?

Thank you, Cyndi

Quicken Jasmine

Hello @dmonte and @Cyndi,

Thank you. I will update this thread when more information has been received!

dmonte

FYI - I reached out to my advisor to see if there was an issue with Wealthscape. He got back to me with this:

"FYI, there’s a known issue with syncing data into Quicken. It’s being worked on. I’ll let you know as soon as it’s resolved."

Nmschloss1

Since middle of last years my wealthscape downloads are not complete. Assets are missing from download. I've been able to isolate the issue to fixed income (bonds and convertible bonds) securities not downloading. Equity, money markets and cash are ok. HELP!!

Quicken Jasmine

Hello @Nmschloss1,

Thank you for joining this thread!

dmonte

I found my answer and have fixed my accounts. Wealthscape changed their login credential requirements as my advisor uses Investor360, and now we have to use our Investor360 login/password to access the accounts. The older Wealthscape credentials are disabled. I'm not sure if this will help your specific situation, but mine is now resolved.

Quicken Jasmine

Hello @dmonte,

Thank you for getting back to us and letting us know. I am happy to hear that you were able to resolve this issue!

We appreciate you sharing the steps that you took!

Framer Inc

Is somebody still investigating/chasing this since i still can't download any records from Wealthscape?. Please advice.

Quicken Jasmine

Hello @Framer Inc,

Thanks for reaching back out, I am sorry to hear that you are still experiencing this issue; let's go through a few steps to verify your credentials and troubleshoot the issue.

First, double-check that you're entering the correct password or PIN. Some banks have specific requirements for Quicken login credentials, which may differ from those used for online banking. Passwords can be case-sensitive and may require a mix of letters and numbers. A good way to confirm your credentials is by typing them into a text application like Notepad or WordPad first, then copying and pasting them into Quicken to avoid any typos.

Next, verify your Customer ID by going to Tools > Account List, selecting the affected account, and clicking Edit. Under the General tab, make sure the Customer ID is correct. If everything looks right, also check that the financial institution's name, account number, and routing number match what’s on file with your bank.

If you use Password Vault, an outdated or incorrect password may be stored there. You can manually enter your password during a One Step Update by clicking "Skip" when prompted for the Vault password. If that works, update the saved password in Tools > Password Vault > Add or Edit Passwords to prevent future issues.

If you're still having trouble, try logging in directly on your bank’s website. Sometimes, banks require users to unlock their accounts or complete multi-factor authentication before allowing Quicken to connect. Once you've successfully logged in there, return to Quicken and try updating your accounts again.

Let me know how it goes!

Framer Inc

Hi Jasmine

I followed all your instructions, Account details & PW are correct and still no transactions coming through. There is nothing on the Wealthscape website/portal that would help in any authentication set up change either.

However when go straight to www.wealthscape.com sometimes it connects to —> https://www2.streetscape.com/login/index.html.

Could the issue that quicken has a different link?

Also, what is the agreement between Quicken and Wealthscape in terms of connection? Web Conect? Direct connect? Express Web connect plus? Since it is an investment back i assume Webconnect or EWC+.

Please advice asap.

Quick update : 2/19/2024 6PM : i got mine to work after talking to somebody from wealthscape Investor tech support. The key is indeed to ensure there are no special characters in the account number despite being a "-" in the original account number. Case closed for me.

Quicken Jasmine

Hello @Framer Inc,

Thanks for attempting those steps and for providing more information. From what I can see, Wealthscape Investor only offers Direct Connect as a connection method in Quicken for Windows. The URL shows as correct in the FIDIR list and below the Financial Institution's name within the instance, so I am not sure if that could be the cause. However, in order to test if this issue lies with Wealthscape or with your Quicken file, I suggest creating a test file to see if the same issue with transactions not downloading occurs there.

To create a test file, navigate to File > New Quicken File… Please make sure to unlink your Wealthscape Investor account(s) from your main file before proceeding. It is also recommended to save a backup (just in case).

Let me know how it goes!

Framer Inc

see previous message :

Quicken Jasmine

https://community.quicken.com/discussion/comment/20482027#Comment_20482027

Thanks for coming back to update us! We are happy to hear it!