Set up now... (on an existing account not linked yet) jumps to Add Account screen

BMonty

I have been using quicken for years with many accounts linked for online update. Online Services Set up now... (on an existing account not linked yet) jumps to Add Account screen after momentarily flashing setup screen. Quicken will not set up online services for this investment account. Please help.

Quicken R61.17 build 27.1.61.7

Edition Windows 11 Home
Version 24H2
Installed on ‎12/‎28/‎2024
OS build 26100.3037
Experience Windows Feature Experience Pack 1000.26100.48.0

There was a 2023 question that got to this point and just ended without the solution. Ugh!

Chris_QPW

For an account that has never been setup for downloading transactions, going to the Add Account dialog is the correct thing for it to do when you select to setup it up. You are "adding a link to an online account" and optionally adding a Quicken account. That dialog will ask what financial institution to connect to and go through that process. After you have connected to the financial institution there will be a dialog that allows you to link the online account to the one in Quicken.

BMonty

Quicken is not “adding a link to an online account”. When I follow through on Setup online services a new account in quicken is added without setting up a connection. It is just adding another account separate from the account with my self entered transactions. Online setup is not working.

BMonty

there is no dialog to link the online account coming up.

UKR

What's the name of that brokerage?