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Downloading data from Brokerage accounts

Panor44

I use various brokers. Quote prices updates are ok on all 3 broker accounts.

Transaction data from one of 3 works fine. Edward Jones works great. However, Schwab and Fidelity do not. Just sits on…"processing data" and never produces anything. Only way to stop it is to go to Task manager and end task. This has been going on for at least a week now if not longer.

I see other Quicken responses saying I "think" that they know of this issue but no ETA on a fix.

What or when can we expect this issue to be resolved? It's pretty serious issue if you do a lot of trading.

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Comments

Quicken Carlos

Hi @Panor44,

Thank you for letting us know about the issue you're experiencing.

If you haven't already, I recommend following the troubleshooting steps outlined in our support article for One Step Update freezing. Sometimes a specific connected account can cause One Step Update to slow down or freeze.

To identify the affected account:

Open Tools > Account List.
Select the first connected account.
Click the Actions (gear) icon in the upper-right corner of the account register.
Select Update Now.
Repeat this process for each connected account until you identify the one that freezes during the update.
Once identified, I recommend creating a backup of your Quicken data file, then deactivate and reactivate the affected account.
Try running One Step Update again.

If the issue continues, please try the following:

Disable Mobile & Web Sync

Go to Edit > Preferences.
Select Mobile & Web.
Turn the Sync toggle Off.
Run One Step Update again.

Reset Cloud Sync Data

Sign out of the Quicken mobile app (if applicable).
In Quicken, go to Edit > Preferences > Mobile & Web.
Click Reset your cloud data and follow the prompts.
Sync your desktop file to the cloud.
Sign back into the mobile app (if applicable).
Run One Step Update again.

Turn Off Pending Transactions

Go to Edit > Preferences.
Select Pending Transactions.
Turn the Pending Transactions toggle Off.
Run One Step Update again.

Refresh Your Quicken ID Sign-in Token

Go to Edit > Preferences.
Select Quicken ID & Cloud Accounts.
Click Sign in as a different user under the Quicken Profile section.

Follow the prompts to sign out.
Sign back in using your Quicken ID (email address) and password.
Run One Step Update again.

Let me know how it goes.

NotACPA

@Panor44 I had no problem downloading from Fidelity Investments, and haven't had problems downloading for quite a while.

Which suggests that your issue is specific to your data file or your setup/ID/password.

Panor44

Thanks for the insight. If it works for you, then something wrong on my end.

Panor44

Thanks for your response!

I can't seem to get by any of the suggestions since I've tried several of them and all end up with the same result. the process just never ends.
I have to go to Task manager and end task. When I first go to Task Manager, the task just says "Not responding" no matter which of your resolutions that I try. Not sure what or why, but it does work with Edward Jones downloads and it does actually update the stock prices and values daily. Any other ideas would be appreciated.

Quicken Carlos

Thanks for giving those steps a try, @Panor44.

Since the issue persists, I recommend trying the following additional troubleshooting steps:

Install the latest Manual Patch.

You can find the latest update file and instructions for installing it in our support article.

Temporarily disable your VPN, firewall, and/or antivirus software.

If you're using any of these, they may be interfering with the One Step Update process and causing the performance issues. Temporarily disable them, then try running One Step Update again to see if the issue persists.

Validate and Repair your data file.

Before proceeding, I recommend creating a backup of your Quicken data file.

Go to File > Validate and Repair File.
Check the Validate file box.
If you have investment accounts, also check Rebuild investing tools and Correct investing price history.
Click OK.

When the process is complete, close Quicken and leave it closed for about 30 seconds.
Reopen Quicken and attempt a One Step Update again.

Uninstall and reinstall Quicken.

If none of the troubleshooting steps above resolve the issue, uninstalling and reinstalling Quicken may help resolve the freezing or crashing behavior. You can find instructions for uninstalling and reinstalling Quicken in our support articles.

I look forward to your reply!

Quicken Carlos

Hi @Panor44,

Thank you for following up and sharing the outcome. I'm glad to hear that the steps above resolved the issue for you. We appreciate you taking the time to let us know, as your feedback may help other users experiencing the same problem.

I recommend monitoring the connection. If you notice the issue return, please don't hesitate to reach back out so we can continue assisting you.

We're happy to help!