Cannot update Investor 360 Accounts - again

SAB0779

I see that this is an ongoing on-and-off issue. I have attempted to update accounts with Investor 360 for months and while the One-Step update summary says it was successful, the balances never change. At the beginning of the year, I actually deleted all my Investor 360 accounts from my Quicken (Classic Windows) and re-entered them. They worked (that is, updated) about 2 or 3 times, then stopped. Any suggestions on how to put this problem to bed and fix it once and for all?

I can access my Investor 360 accounts directly through the following link:

https://my.investor360.com/

Thank you.

Screenshot 2025-04-26 194644.png

Quicken Jasmine

Hello @SAB0779,

Thanks for reaching out!

Given that the Investor 360 accounts were working for a couple of updates before the issue came back, it seems like there may be an intermittent connection issue or something specific to the way Investor 360 is syncing with Quicken.

Has anything changed with your Investor 360 account, like updates to its online services or login credentials? When you attempt the One-Step Update, do you get any specific error messages, or does it just show as successful without any changes in the balances? Since you were able to re-enter the accounts at the beginning of the year, do you think the issue might be related to Quicken’s connection settings or preferences for Investor 360, particularly if it’s not updating properly after the initial few attempts?

Let me know!