BMO Private Bank OL 297A since January

Bullwinkle80

Hello! I haven't been able to download any transactions since January 15th for my BMO Private Bank account. Using Quicken Classic latest version. I tried all the online help on that error including the tip Quicken gave me with resetting IE. I tried a new dummy account to connect and get the same error. Any ideas? Thanks

Quicken Anja

Hello @Bullwinkle80,

We appreciate you taking the time to bring this issue to our attention!

To confirm is the instance shown below the one you are using to connect?

Also, are the troubleshooting steps outlined in this support article the ones you have tried so far? Please confirm.

Thank you!

Bullwinkle80

Hi! Yes, that is the bank I am trying to connect. And yes, I tried the support article on the error with no success.

Thanks!

Quicken Anja

Thank you for getting back to me and for confirming! Since the troubleshooting steps in the support article did not resolve the issue, the next step will be to contact your financial institution directly.

As mentioned at the bottom of the article I previously linked, Quicken does not have access to the financial institution's servers to correct this issue, so their support team will need to investigate further. I recommend asking to speak with an online services specialist who handles transaction download issues. If they are unable to assist, you may need to request an escalation within their support team.

Thank you!

Bullwinkle80

Thank you! I did contact them about this connecting problem last month and they claim it was entirely a Quicken problem. I'll escalate the issue up the chain of command there.

Thanks

Bullwinkle80

Followup on my OL 297A error with BMO Private Bank. After a month of back and forth with BMO, they finally gave up on me and said it is a Quicken problem since nobody else has any problems. So I am at a dead end here. Anything to try to get this to work again?

Thanks

Quicken Anja

@Bullwinkle80 Thank you for following up!

I can go ahead and forward this issue internally through our own escalation teams to have this further investigated on our end. Please navigate to Help > Report a problem within your Quicken program and submit a problem report with log files and screenshots attached in order to contribute to the investigation.

It would also aid the investigation to include a sanitized file when submitting the problem report. A sanitized file is a data file that removes personally identifiable information so you can comfortably share this file with the Quicken team.

While you will not receive a response through this submission, these reports will help our teams in further investigating the issue. The more problem reports we receive, the better.

We apologize for any inconvenience in the meantime! Thank you.
(CBT-632)

Bullwinkle80

Thanks! I have submitted a report.

Quicken Anja

https://community.quicken.com/discussion/comment/20484454#Comment_20484454

Thank you for letting me know! Your log files have been added to the ticket.

Thank you!