Connecting to NetxInvestor

gsdubz

When I try to add an account with NetXInvestor, Quicken takes me through a sign-in procedure that includes my username, password, and OTP that I receive through my email. After entering the OTP and pushing enter, I get a message that Quicken cannot connect to my account with two options; try again or enter manually. Try again doesn't work and I don't wish to handle manually.

The weird thing is that I have already set up one account with NetxInvestor that appears to be working fine. Why can I not set up a second one?

When I speak with my broker, they claim that NetXInvestor has made some changes that impacts sign-in by Quicken. Is that true? If so, could you please address it?

Thanks!

NotACPA

IF, indeed, NetxInvestor has made changes, they'll need to inform Intuit (which handles connectivity for Q) of such so that Intuit can make the changes. No one here can request/authorize such changes … only NetXInvestor themselves.

Have you contacted Q Support (via the link at the top of this page) to see what they might know, or if they can help?