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Quicken classic freezes when setting up online services

yojason

On Windows 11, I tried to set up online services for Primis Bank, and when I click Online Services and select Set Up Now, it freezes like it has opened an invisible window, and I can't click on the actual account. I have to use Task Manager. There is no other window open I hover over the Q in the task bar and there is no other window open. I tried to do the same with a different bank that does not download automatically and same thing. Need help

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Sceptic

@yojason Since this is occurring with multiple financial institutions, it doesn't sound specific to Primis Bank. It sounds more like Quicken is hanging when it tries to open the Online Services authorization/setup window.

The first thing to try is a data file Validate.

(Before starting any troubleshooting steps make a backup of your data file.)

File → Validate and Repair File.
Select Validate File.
Review the DATA_LOG after completion.
Test again.

Or a Super Validate - hold Ctrl-Shift when clicking "Validate and Repair File".

Otherwise, here are some other troubleshooting steps to try:

Sign out and back into your Quicken ID
- Edit → Preferences → Quicken ID & Cloud Accounts
- Click Sign in as a different user
- Sign out, then sign back in with the same Quicken ID
Create a new test file
1. File > New Quicken File
2. Add a test account and click Set Up Now

This last test is especially important. If the problem occurs in the test file too, then the issue is likely with the Quicken installation or Windows environment. If the test file works normally, then the problem may be specific to your main data file.

The only other thing I can think of is to check Windows Controlled Folder Access

Check if Ransomware Protection is enabled in Windows -

Windows Security
Virus & threat protection
Ransomware protection
Controlled Folder Access

Temporarily disable it or add Quicken as an allowed application.

vette22

Same issue here, can't even import a .qfx file. This started happening with the last update.

MM from MA

Same issue here. I can't set up a credit card account held by Elan Financial. I followed the steps and ran validate, super validate, signed out of my quicken account and signed back in and no joy.

I am able to manually import a .qfx file, as an alternate path, until this gets fixed.

Gary U

I was having the same problem with Northwestern Mutual Investor Services. I reverted to a prior Quicken update from September, and I was able to set it up.

Gary U

I will add that I backed up my data, fully unstalled Quicken, rebooted, and then reinstalled Quicken plus one of the September patches. I then reopened my data from my backup. I don't know how much of that was really necessary, but the whole process didn't take long. I'm almost certain that at that time I had an October patch that doesn't appear to be available now.

AussieDoggie

Same issue. I've tried validating, super-validating, disabling all the protection settings in my Bitdefender antivirus software, updating Quicken, and applying the latest Quicken patch for Windows. Nothing worked. Still locks up.

[Edited - Readability]

Quicken Kristina

Hello @AussieDoggie,

Thank you for letting us know you're encountering this issue! To help troubleshoot, please provide more information:

When did you notice this issue?
- Did it start after a program or computer update?
Is this affecting all of your accounts?
- If not, which financial institutions are affected?
How often does this happen?

Hello @vette22, @Gary U, & @MM from MA,

Are you still seeing this issue? If so, please answer the questions listed above.

I look forward to your response!

sccald

I am having a similar issue. I have two First Horizon Bank accounts that stopped syncing after the last update, R69.53 Build 27.1.6953. I have Quicken Classic Deluxe. All other accounts with other financial institutions are syncing properly. To fix the problem, I disabled Online services for the accounts. I then attempted to reconnect. The Activate One Step Update window appears, and on the right side it says, "You will need your First Horizon Bank credentials to complete enrollment. Please click here to enroll. I click it, my bank comes up in a pop-up, I log in, and am told to return to the app to finish. Once back in Quicken, I enter my Customer ID and PIN. At that point, First Horizon needs you to authorize your accounts screen comes up. When I click on Sign In, the next screen hangs with a spinning cursor. I cannot cancel out of the hanging screen and have to do a hard shutdown of the Quicken app from Task Manager. I have attached screenshots of these screens. I have tried everything suggested in this thread. The results are the same. HELP.

First Horizon needs to to authorize your accts 2026-10-27 120957.jpg

Quicken Activate One-Step Update 2026-10-27 120912.jpg

Quicken hang screenshot 2026-10-27 115817.jpg

[Edited - Readability]

Quicken Kristina

Hello @sccald,

Thank you for reaching out! If you haven't done so already, the next step is to restore a backup from before the issue started and verify if it works properly in the newly restored file.

Please let me know how it goes!

Gary U

Issue fully resolved by following the process I stated above. I’ll quote it here:

I was having the same problem with Northwestern Mutual Investor Services. I reverted to a prior Quicken update from September, and I was able to set it up.

I backed up my data, fully unstalled Quicken, rebooted, and then reinstalled Quicken plus one of the September patches. I then reopened my data from my backup. I don't know how much of that was really necessary, but the whole process didn't take long. I'm almost certain that at that time I had an October patch that doesn't appear to be available now.

lwburke1

I’ve got the same problem with First Horizon. Restoring from a backup is a terrible solution. It doesn't work in the case of First Horizon, and it wastes hours of time if you have a lot of transactions.

Something broke about two weeks ago. Downloads worked fine and then stopped. They still work for other institutions but not FH.

I'll try Gary U's approach, though I'm not sure how to install the software minus patches.

Gary U

As I posted several messages up (Oct 27), I was having the same problem with Northwestern Mutual Investor Services. I was able to get everything working correctly by reverting to a prior Quicken update from Septembe as follows:

I backed up my data, fully unstalled Quicken, rebooted, and then reinstalled Quicken plus one of the September patches. I then reopened my data from the backup i had just made and the problem was corrected.

I don't know how much of that was really necessary, but the whole process didn't take long. The problem appears to have been caused by a newly installed October patch that doesn't appear to be available now.

lwburke1

How did you install the software without the patches? The only thing I could find is the complete install package.

Gary U

Exactly. I completely uninstalled and reinstalled the download for windows from my account online.Then downloaded and installed the patch from here: https://www.quicken.com/support/update-and-patch-20182019-release-quicken-windows-subscription-product/?srsltid=AYCX9vKab-PxlyEkv_GDyOd9WTfYgQpsJqG7XD2Xz-Bi0H2fdkAMBDQe

Quicken Carlos

Hi All,

Thanks for bringing this to our attention and for sharing the troubleshooting steps you have taken so far.

Based on the reports, the issue appears to occur when setting up online services through Account Details > Online Services > Set Up Now. I have created an investigation ticket to look into this issue. I recommend submitting a problem report through Help > Report a Problem so I can add your information to the investigation ticket.

In the meantime, I suggest trying to add your accounts through Tools > Add Account as a workaround.

Once you submit the report, please let us know so I can include your information in the investigation.

I look forward to your reply!

[CBT-1310]

sccald

By chance have you called First Horizon support? I have another Quicken file that is connected to two other First Horizon accounts. Both are Business accounts. I am not experiencing the update problem with the two Business accounts. That tells me it could possibly be on First Horizon's end. I am very hesitant to go back to a back-up because I have many other accounts that have been updating since the problem started. I foresee a lot of clean-up. Because of what Gary U says, it's highly likely that the October Quicken patch is the culprit. After that patch is when the issues started.

sccald

You nailed it. Using Tools > Add Account , I had no problem adding the accounts and linking them to my existing accounts in Quicken. The other route of setting up online services through Account Details > Online Services > Set Up Now is broken.

sccald

Quicken Carlos made a "workaround" suggestion that worked.

Using Tools > Add Account , I had no problem adding the accounts and linking them to my existing accounts in Quicken. The other route of setting up online services through Account Details > Online Services > Set Up Now is broken.

Quicken Carlos

Hi @sccald,

Thank you for confirming that the workaround worked for you!

Our team is actively working to resolve this issue as soon as possible. In the meantime, I suggest monitoring our Community Alert for updates. The alert will be updated as soon as new information becomes available.

I hope this helps!

sccald

I did not have to restore a backup. See my reply today to Quicken Carlos' 10-29-26 suggestion.