SEI brokerage accounts NOT updating

Quicken Jasmine

Hello All,

I have spoke with my teams further. If you are still experiencing an issue with SEI online banking, please navigate to Help > Report a Problem and submit a new problem reports with log files, screenshots, and any other information you can provide.

Let me know once you have done so. Thank you!

Quicken Jasmine

Just checking in!

Please let me know once you have submitted logs!

gtgerbo

An update to my post...

I gave this another shot this morning and shazam, it worked. I'm thinking SEI made a system change that impacted the connection to Quicken. And, there has been little or no communication of the changes to Quicken users.

Here are the steps I followed to get it working again.

1. Launched Quicken and opened the Account Details dialog box for one of my SEI brokerage accounts. Clicked the Online Services tab and deactivated transaction download by clicking on the "Deactivate" button. Clicked OK.
2. Opened the account details dialog box for my other SEI brokerage account. Clicked the Online Services tab and deactivated transaction download by clicking on the "Deactivate" button. Clicked OK.
3. Opened the Quicken password vault (Tools\Password Vault\Add or Edit Passwords...) and verified that my SEI username and password were longer saved in the vault.
4. Exited and relaunched Quicken.
5. Opened my preferred web browser and logged into my SEI account at https://investor.sei-connect.com/.
6. Navigated to my Profile.
7. Clicked on "Authorize Quicken Access" in the upper right hand corner of the profile page.
8. A dialogue box opened and I clicked on "Authorize" to which SEI displayed a username and PIN good for 30 minutes.
9. Navigated back to Quicken opened the Account Details dialog box for one of my SEI brokerage accounts. Clicked the Online Services tab. Clicked on the "Set Up now..." button.
10. Entered (copied and pasted) the SEI provided username and password. Followed the remaining prompts to link the SEI accounts to existing accounts in Quicken.

Hope this is clear. Hope it works.

Quicken Jasmine

https://community.quicken.com/discussion/comment/20493482#Comment_20493482

Fantastic! Thank you for sharing this information with other users!

kb5zuy

Thank you. It is now working for me. In my case, I could not see anything under my profile - or i couldn't even find my profile.

kb5zuy

Thanks to this thread, updates are working for me. Thank you.

https://community.quicken.com/discussion/comment/20493482#Comment_20493482

Quicken Jasmine

Hello All,

That is wonderful to hear! Thank you for coming back to update us!

rpluoma

June 24, approaching 3 month anniversary of this feature not working. I am not assured that this issue has not been forgotten.

Lee Wunsch

It was fixed for a while but stopped working again in the last couple of days.

Quicken Jasmine

https://community.quicken.com/discussion/comment/20496460#Comment_20496460

Thank you for coming back to update us. I have checked on the internal ticket and can see that our teams are still investigating this issue. Please do not worry; this issue has not been forgotten! I have also reached out to my team to ensure it remains on the radar.

We appreciate your continued patience and support!

Quicken Jasmine

Hello All,

I have just received word that our teams would appreciate updated logs to see how this issue has migrated after resolving for a bit. If you could please navigate to Help > Report a Problem to submit your logs, screenshots, and any other relevant information, that would be great.

Let us know once you have done so. Thank you!

rpluoma

June 26th, still not working. Approaching the 3 month anniversary. [Removed - Speculation/Inaccurate] Used to work fine, for years, and now it doesn't.

Lee Wunsch

July 2 and still not updating - some days yes, some days no.