Unable to verify financial institution

tomcox@tomcox.net
tomcox@tomcox.net Quicken Windows 2017 Member
in Errors and Troubleshooting (Windows)

After trip overseas, began getting the following message: "Quicker is unable to verify the financial institution for this download. Please try again later."

Comments

  • tomcox@tomcox.net
    tomcox@tomcox.net Quicken Windows 2017 Member

    get message when I attempt to load downloaded file.

  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Download of QFX files no longer supported by bank (CC-885)
    Looks like your bank pulled the plug on downloading QFX files by requesting a profile update with Quicken (and Intuit as the download service provider).
    At the same time your bank should have updated their website and removed all QFX file download support, too.


    Did they not send out emails and/or website messages about this change?


    You will have to begin using One Step Update (OSU).
    Yes, the first time you download using OSU after (re-)activating the account for downloading, you will get a download containing 60 - 90 days' worth of old transactions and you will have to cleanup those duplicates.
    I recommend you turn off "automatically accept downloaded transactions" before you do that. This way you can delete duplicate downloaded transactions from the Downloaded Transactions tab area before they hit your register and cause a mess.
    Future OSU downloads will only contain new, not previously downloaded transactions.

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