How do I fix web connection with Ameriprise?

Margo2024

How do I fix connection? It has worked in the past. Quicken completes update as if it worked but none of the values are updated. Savings or Brokerage.

Quicken Kristina

Hello @Margo2024,

Thank you for letting us know you're encountering this issue. To help troubleshoot, please provide more information. When did you first notice this issue?

To start troubleshooting, please follow these steps from our article on missing transactions/transactions not downloading:

Be sure to follow these steps in order:

1. Go to Edit > Preferences > Downloaded Transactions. The option Automatically add to banking registers needs to be unchecked. For investment accounts Automatically add to investment transaction lists needs to be unchecked.

2. Refresh your online account information by clicking the Actions Gear Icon on the upper right of the register, and select Update Now (In investment accounts, it will be Update Transactions). Follow the on-screen instructions to complete the update.

3. Confirm that the Sort Order in your account is by Date; just click the top of the Date column in your account register. It's possible the transactions are in your register, but not where you thought they'd be.

4. (Banking accounts only) Click the Reset button at the top of the register. This will confirm that there's no filtering in your account register.

5. Try refreshing your login session: To do this, go to Help > Refresh Sign in. After completing the log-in process, trying running a One Step Update again.

6. (Banking accounts only) Go to Actions (Gear Icon) > Register Columns > Check Downloaded Payee in the account register. This allows you to search by Payee to confirm the transactions haven't been renamed unexpectedly.

7. Go to Tools > Account List and check Show Hidden Accounts at the bottom left. Confirm the missing transactions haven't been added to a hidden account by clicking on the name of any account that appears with a check mark in the Hidden column.

I hope this helps!

NotACPA

More info needed in order to help you.

When you do TOOLS, Account List, what shows in the "Transaction Download", "Last Download" and "Financial Institution" columns across from the account?

In Q, what types of accounts are you having problems with.

Are you getting any error codes or messages?

Are you having problems downloading into any other accounts? If so, what FI and what type?

When you do HELP, About Quicken, what shows as your Q Product, Version and "Subscription Valid until … "?