How to connect to a new Osaic eQuipt Pershing investment account?

Question

I am on Quicken Classic Premier for Windows version R69.29 build 27.1.69.29.

My investment advisor firm recently migrated to Osaic, and I am trying to set up my new Osaic accounts in Quicken with Direct Connect access. They should be using the Osaic eQuipt Pershing access (as opposed to the older NetXInvestor portal - at least as far as I can tel from the research I have done to try to solve this myself). The web login to Osaic is performed through auth.osaic.com. When I view the connection logs from Quicken, I see the following entries for each attempt I've made:

20260926 14:34:35: Marketing session sending to: https://msa.intuit.com/banking/fimkt/basic/QWBasic.ini

20260926 14:34:35: QFN: Beginning get from https://msa.intuit.com/banking/fimkt/basic/QWBasic.ini

20260926 14:34:35: QFN: End get from https://msa.intuit.com/banking/fimkt/basic/QWBasic.ini, netstatus 0

20260926 14:34:35: QFN: Beginning send to https://ofx.netxclient.com/NxcOFXServer/InvestmentDownload

20260926 14:34:35: QFN: End send to https://ofx.netxclient.com/NxcOFXServer/InvestmentDownload, netstatus 0

20260926 14:34:36: QFN: Beginning send to https://ofx.netxclient.com/NxcOFXServer/InvestmentDownload

20260926 14:34:37: QFN: End send to https://ofx.netxclient.com/NxcOFXServer/InvestmentDownload, netstatus 0

20260926 14:34:37: The User ID/password you have entered is invalid. Please contact Osaic Wealth, Inc. for assistance.

This would seem to indicate it is trying to log in through a portal, ofx.netxclient.com, on which my new Osaic account is (apparently) not known. The account I am trying to access is about a week old at this point. I am also following up with Osaic, but this seems like an issue where Quicken's connectivity information for this institution may need to be updated (and I'm hoping against hope that there even still is Direct Connect support for this institution).

Boatnmaniac · Answer

I just went to the URL that is used to set up the Quicken download access (https://app.osaic.com/equipt/SecureAuth/VerifyAccount) and was prompted to set up an online account first.  It's probably a dumb question but have you already set up the online account there?

churchid · Answer

I appreciate the careful response here, though it ultimately didn't help me gain access. I have never before had a NetXInvestor account connected to any of my Quicken accounts. The Osaic eQuipt Pershing Accounts should have been correct for me, as this is a brand new account with them. Per feedback I got from Osaic support via my agent, the login I was using should have worked, but instead gave the failures I pasted above.

However, they also have a "legacy" login portal directly with NetXInvestor (osaic.netxinvestor.com), which required a separate registration process, which included allowing access from within the netxinvestor.com portal after the first connection attempt from Quicken. Once I registered there, made the first attempt from Quicken, went to their website and allowed access to Quicken, then Quicken was happy to take those credentials and download transactions from my accounts. So, at least for now, that's my functioning solution. Putting the information out there for anyone else that may need it.

Boatnmaniac · Answer

From the information you provided it looks like your account(s) is still connected with NetXInvestor.  Before proceeding, back up your data file.

* Deactivate your connection with netxclient (Account Register > upper right Gear icon > Edit Account Details > Online Services tab > Deactivate).
* Then go to the General tab of Account Details and delete all of the Financial Institution Information (everything that can be deleted above the Contact Name field).
* Then go to Tools > Add Account (do not use Set Up Now) > select Osaic eQuipt Pershing Accounts from the search field > follow the prompts and when prompted make sure to Link the downloaded data to your account(s) already in Quicken.

Does this resolve the issue for you?

BTW, according the the FIDIR (Financial Institutions Directory) list, this should set you up with Direct Connect for OSU downloads.

07763	07763	07763	Osaic eQuipt Pershing Accounts	https://app.osaic.com/equipt	800-821-5100	https://app.osaic.com/equipt/SecureAuth/VerifyAccount	ACTIVE	INVESTMENT,ACCOUNTINFO&DIRECT	 	 	 	NOT_QBP	NA

If it does not work, are you absolutely sure you should be using Osaic eQuipt Pershing Accounts for downloading?  I'm asking because there is another Osaic financial institution in Add Accoun…Osaic NXI Pershing Accounts…and maybe you could try using that one, instead?  It also supports Direct Connect.:

06901	06901	06901	Osaic NXI Pershing Accounts	https://osaic.com/spfview	800-821-5100	https://app.osaic.com/equipt/login	ACTIVE	INVESTMENT,ACCOUNTINFO&DIRECT	 	 	 	NOT_QBP	NA

Did this resolve the connection issue for you?