Quicken vs. SEI Connect

Question

My issue is that when updating SEI accounts, I get an incorrect password error.

I deactivate accounts in Quicken, then re-activate using the one-time PIN provided by SEI.  This works for a single update.  Next update, the problem recurs with SEI not recognizing the "permanent" SEI password provided in Quicken.

Any solution is appreciated (have notified SEI as well). Using Windows 11, Quicken release R68.31.

(Edited to add OL-332-A error is being reported).

[Edited-Readability]

bwylam · Answer

Tried all of the above, still no success.  SEI password was working previously with Quicken, no problem.  Tried changing SEI password to the simplest type, works in SEI still doesn't work in Direct Connect.

Direct Connect works one time, with the one-time password provided by SEI in authorization step.  When attempting second connection using permanent SEI password, Quicken fails to connect.

Thanks for suggestions thus far, still looking.

Carl Davidson · Answer

Direct Connect has limitations on special characters in passwords. I don't remember the details, but if you have an unsupported special character in your password you will get exactly this behavior.

Quicken Alyssa · Answer

Hello @bwylam,

Thank you for reporting the issue you are running into.

An OL-332 Error occurs when an incorrect customer ID or password is entered in Quicken.

To resolve this issue

Verify your Password/PIN

Make sure the password you entered is correct. Some banks have special requirements for the Quicken password, including case-sensitivity, minimum length, or a mix of letters and numbers. Your password could be different from the one you use on the online banking website. Be sure to re-enter your password carefully.

Tip: Typing your username/customer ID and password/PIN into a text application, such as Notepad, Windows WordPad, or other text/word application, is a way of confirming you don't have typographical errors in these fields. The "confirmed" name/password can then be copied (Ctrl + C) and pasted (Ctrl + V) into the appropriate fields in Quicken.

Note: If you are setting up online services (such as transaction download) for this account, there may be additional information displayed in the dialog where you enter your customer ID and password/PIN that tells you what to enter.

Please open the support article linked above in blue and complete the remaining steps.

If the issue persists

Try going to your bank's website and signing in. You may be prompted to unlock your account or complete Multi-Factor Authorization.

After signing in at the bank's website, try updating your accounts again in Quicken.

If you are still receiving the error and you believe that the Customer ID and password are correct, the next step would normally be contacting the financial institution for further assistance. What did they say when you informed them of this issue?

Looking forward to your response!