IBKR - Interactive Brokers Setup Issue

BRETTB

Ok I had this set up a few months back working in terms of downloading transactions to Quicken. I see that Quicken quit downloading transactions. I found that issue, and it was on IBKR; you have to update the token for 3rd-party reporting. But by the time I figured it out, I had already disabled the Quicken download, and I'm trying to set it up again.

ISSUE. In Quicken, after I put the IBKR ID and Token for 3rd party reporting, it goes to the Activate One Step Update, and it won't complete the sign-in. It just spins (for 30 min) but does not complete, and I can't use the Cancel button to make it stop. I'm going to have no other option except to close it down with Task Manager in Windows, which I hate to do because data can get compromised. I will do a verification of data.

[Edited - Readability]

Quicken Carlos

Hi @BRETTB,

Thanks for letting us know about the issue you’re experiencing. To better understand what may be causing Quicken to freeze, I have a few questions:

• Is your Quicken data file being backed up or synced by any third-party services, such as Carbonite, OneDrive, or Backblaze?
• Are you using a VPN, firewall, or antivirus software? If so, please let me know which one(s).
• Do you have any pending Windows updates, or did you install a Windows update around the time the issue began?
• Have you tried restoring a backup from a date prior to when the issue started?
• Where is your Quicken data file located? You can check this by opening Quicken and going to File. At the bottom of the menu, above the Exit option, the file with the check mark next to it is the currently open file. You can let me know whether the file is stored locally on your computer or in a synced/cloud folder.

Have you also tried validating your data file? If you haven't already done so, I suggest creating a backup of your Quicken data file first, then following these steps:

1. From the menu bar, select File > Validate and Repair File...
2. In the Validate and Repair window, confirm that the correct file is selected.
3. Select Validate file.
4. Leave all other options unchecked. Do not select Rebuild investing lots or Copy file.
5. Click OK to begin the validation.
   
6. Once the process is complete, Quicken will open a log file named DATA_LOG.TXT.

Please review the log for any messages such as:

• Damaged category list
• Invalid transaction detected
• Deleted damaged payee or account reference
• Rebuilt investment lots for [security]
• Orphaned transaction removed

If you find any of these messages, let us know the results from the log.

I look forward to your reply!