Error Message - EverBank Download - qfx file
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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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!
-Quicken Jasmine
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Jasmine -
Quicken believes that I am adding offline account.
Steve Lowe
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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:
I hope this helps!
Quicken Kristina
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Are you still needing assistance?
Let us know!
-Quicken Jasmine
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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
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Hello @SteveLoweIL,
That is wonderful news, thanks for coming back to update us!
-Quicken Jasmine
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