BMO Nesbitt Burns (Q Mac Canada)

jhc
jhc Quicken Mac Subscription Member ✭✭
edited February 4 in All Things Canadian (Mac)

Hi,

I have Quicken accounts set up for various bank accounts and all is great.

The one issues I have is with my BMO Nesbitt Burns investment accounts. Quicken is able to log in and see the list of accounts but when it comes time to update, it never grabs the latest balance or any other information. All accounts remain empty of any transactions or balance information.

What can I do to try and figure out what is going on?

Thank you,

Jonathan

Comments

  • Quicken Anja
    Quicken Anja Moderator mod
    edited February 4

    Hello @jhc,

    We appreciate you alerting us to this problem, that sounds frustrating!

    Can you tell us when this issue first started? Did anything significant occur prior to the first time it happened (i.e.: Updated Online Accounts, installed a new Update Release, etc.)?

    If you don't mind, could you provide a screenshot of what you are seeing? If needed, please refer to this Community FAQ for instructions on how to attach a screenshot. Alternatively, you can also drag and drop screenshots to your response if you are not given the option to add attachments.

    Additionally, could you please tell us where your data file is located on your computer? Do you have it stored in a folder located on your computer's local hard drive, or in a cloud-based/external drive (e.g.: iCloud, DropBox, USB, etc.)?

    Check back and let us know! Thank you.

    -Quicken Anja
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  • jhc
    jhc Quicken Mac Subscription Member ✭✭

    Hi Anja,

    I've not tried to use Quicken with my BMO Nesbitt Burns accounts before. So this is my first time trying.

    I decided to create a new Quicken file with just these accounts. The file is local and screenshot is attached.

    Thanks,

    Jonathan

  • Quicken Anja
    Quicken Anja Moderator mod

    Thank you for following up!

    Since you are experiencing the same issue in a new data file, this suggests that the issue likely originates from the financial institution’s end. I recommend reaching out to them to confirm whether they support online connectivity and downloads with Quicken. If they do, you may also want to ask if there are any specific limitations on certain account types.

    Additionally, I suggest requesting to speak with a Tier 2 agent or a supervisor, as they are often more familiar with third-party programs like Quicken.

    Let us know if you need any further guidance! Thank you.

    -Quicken Anja
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