SoFi has not connected since April

NitDawg

I have a savings and checking account at SoFi. Never a problem with Quicken. But then April happened and SoFi stopped connecting.

And yes, I've done all the things, including support, including a new from scratch quicken file…still nothing.

Other users out there, any tips?

Did you mistype your sign-in info? Please re-enter your credentials for SoFi.

Quicken Laura

Hi @NitDawg,

Thank you for sharing what you’re experiencing. The most recent ticket I found is from June, and it looks like you had already tried changing your password (Ticket #12438981).

First, please make sure you can successfully sign in to your bank’s website using your current credentials. Once you’ve confirmed that, try connecting the accounts in Quicken again.

I also want to make sure you’ve completed the following steps outlined in our support article for your SoFi account:

Delete Quicken passwords from the keychain

• Open Finder and type "Keychain Access" into the Search bar in the upper-right corner.
• Double-click the Keychain Access icon in the Finder window.
• If prompted to open the Passwords app, select Open Keychain Access instead.
• On the left panel in the Keychain app, set the Keychains to login and the Category to Passwords.
• Find and delete any entries that show Quicken or Quicken Connect and this FI name.
• Quit the Passwords app and open Quicken.

Then try reconnecting the account with the following steps:

• Go to Accounts > Add Account.
• Type the name of the financial institution and make the appropriate selection.
• Enter your login credentials and click Continue.
• When Quicken has returned all accounts discovered for this FI, very carefully LINK each of the found accounts to the appropriate account you already have setup in Quicken.

I hope this helps! Please let me know how it goes. I look forward to hearing from you.