Connectivity issues adding new WebConnect accounts

jzahrndt

I'm starting fresh with a new Quicken File and adding accounts. It's to prune down/clear out a file that's been reporting incorrect results on one account. Here's the problem: I can log into all my accounts fine using Chrome and Edge (explain later). Two accounts gave me headaches and the fix is a work around and a pain.

I tried adding PNC Bank and the login page on that bank kept telling me it couldn't log me in (Service Unavailable). I logged in online fine. Contacted PNC and they told me they were getting complaints from Quicken users using Chrome and recommended trying Edge, so I changed my default browser to Edge and lo and behold, it worked!

I added several accounts fine, but encountered the same problem with American Express using Edge. Again I logged in fine using Edge but not when Quicken adds the account. I switched my default browser back to Chrome and that worked!

Subsequent account updates in Quicken work fine. It's only during the initial account setup does this weirdness happen. I did update my Quicken recently to Version R61.17 Build 27.1.61.17. and this is the first time I doing account adds since the update.

Anyone else experience this? It's a pain as I get a Round Robin Finger Pointing on all. PNC says it's Quicken and Chrome, American Express says it's Quicken and Edge.

FWIW . . .

Quicken Jasmine

Hello @jzahrndt,

It sounds like you're running into a frustrating issue with WebConnect when adding new accounts, especially with PNC and American Express. Since you’re able to log in through the browsers but Quicken’s initial setup behaves inconsistently depending on which browser is set as default, there are a few things to consider.

Have you tried clearing your default browser's cache and cookies before attempting to add the accounts again? Sometimes, stored session data can interfere with authentication processes. Also, have you checked whether Quicken is set to use Internet Explorer mode for WebConnect connections? Some financial institutions may still rely on older browser compatibility settings. Have you also tried disabling any browser extensions or pop-up blockers that might interfere with login redirects?

Given that switching browsers resolves the issue temporarily, it might be worth attempting to sign out and then back into your data file which will refresh all online services, you can do so by following the instructions below. It is recommended to save a backup before proceeding.

1. Navigate to Edit
2. Preferences...
3. Quicken ID & Cloud accounts
4. Click Sign in as a different user (or it might say Sign in using a different Quicken ID)
   
5. Follow the prompts to Sign Out
6. Sign back in using your Quicken ID (email) and password

Let me know if any of these troubleshooting steps help or if you notice any patterns with other financial institutions!

DaveB-1994

Same issue going on 2 weeks now. Not a browser issue. Likely a PNC issue that Quicken needs to work with PNC on behalf of subscription paying customers.

x2x

I'm having the same issue.

Quicken Kristina

Hello @DaveB-1994,

Thank you for letting us know there is an issue. To clarify, are you encountering that error when you're attempting to download a Web Connect (QFX file), or is this happening when you are trying to connect PNC for downloads into Quicken using One Step Update? I can see the instructions in the error tell you to contact them. Have you contacted PNC about this?

Hello @x2x,

Please provide more details on the exact issue you're encountering so we can better assist.

I look forward to your replies!

Teddybaer1@

I've has similar issues, with varying degrees of success. For some accounts, under Online Services, "Reset Account" put me through motions that seemed to work, but didn't because even though Quicken realized there was an associated account, it did not give me the option to relink it. The workaround was to completely "Deactivate" and then go through the same screens, where Quicken tells us we must authorize access. Quicken puts us on a new browser window (uses default browser), where we see a sign-on screen. We log in, magic happens in the background, and the Quicken window shows us the accounts associated with the financial account. Accept the existing link, and downloaded transactions are presented for acceptance.

HOWEVER, in the case of CitiBank held credit cards, my login credentials are rejected, even though exactly the same credentials allow me to access my credit card account directly. If CitiBank would allow download of activity via QFX file, this issue would be an inconvenience instead of a roadblock. There are a few other accounts that don't seem to support WebConnect, but DO provide QFX export, and I tolerate those due to only occasional use.

Some of this rejection of legitimate credentials has been ongoing for a while, but just yesterday, upon trying to update the Best Buy Citi Bank credit card, Quicken warned me I would need to reset the account. I went through the same steps (Deactivate, Authorize, Login, Update) but they just don't work with Citi. I have created a case with Citi. Hopefully, between Quicken and Citi, they will figure this out. Very frustrating, to say the least!