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Error Message - EverBank Download - qfx file

SteveLoweIL

Downloaded a qfx file from EverBank, Clicked on it and received the following error message:

Quicken is currently unable to verify the financial institution information for this download. Please try again later.

Do not know if this error is related to EverBank CC-503 problem outlined in the Community notes.

Steve Lowe

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Windows

Comments

Quicken Jasmine

Hello @SteveLoweIL,

Thank you for bringing this issue to our attention.

First, I would like to check and see if you changed your connection method with EverBank to Web Connect before attempting to import the QFX file? You can review the instructions below on how to deactivate your accounts and then reconnect them using Web Connect. It is recommended to save a backup before proceeding (just in case).

Open the Account List in Quicken (Tools > Account List OR Ctrl + A)
If present, select the Show Hidden Accounts checkbox at the bottom of the Account List
Edit each account with this financial institution to Deactivate (or Remove From One Step Update) on the Online Services tab
After deactivating, import the QFX file
Choose option to link to account

Please let me know how this goes!

SteveLoweIL

Jasmine -

Quicken believes that I am adding offline account.

Steve Lowe

Quicken Kristina

Thank you for your reply @SteveLoweIL,

If you are having trouble with the QFX file you are downloading from the financial institution, you would need to reach out to the financial institution to get it fixed.

That said, there is another discussion on the Community about this exact same error message when trying to import a QFX file from Everbank. You may find this discussion useful:

https://community.quicken.com/discussion/7959753/everbank-download-fail-quicken-is-currently-unable-to-verify-the-financial-institution

I hope this helps!

Quicken Jasmine

https://community.quicken.com/discussion/comment/20476363#Comment_20476363

Are you still needing assistance?

Let us know!

SteveLoweIL

Jasmine -

Appears that everything is working with my Everbank account and Quicken. In fact, I was able to re-connect EverBank this morning and obtain all my missing transactions.

Steve Lowe

Quicken Jasmine

Hello @SteveLoweIL,

That is wonderful news, thanks for coming back to update us!

mwitthoft

This instruction has a problem:

—

Edit each account with this financial institution to Deactivate (or Remove From One Step Update) on the Online Services tab

—

The problem is there is no DEACTIVATE button and no REMOVE button.