This started a few months back when Voya moved my account to NetXinvestor. I can connect to NetXinvestor, why can't Quicken? [Edited - Readability]
Hello @jchr462907.
Thank you for coming to us with your issue. I am happy to help!
I understand that this issue began a few months ago, and I appreciate you providing a screenshot of the error message you’re receiving. This information is very helpful in understanding the issue.
After reviewing the error message, I noticed that it recommends contacting your investment professional at NetExchange Client if the issue persists. Have you had a chance to contact them? If so, could you please share any information or guidance they provided?
I also reviewed the connection methods available for NetXInvestor and confirmed that it uses the Direct Connect connection type. With this type of connection, troubleshooting options within Quicken are limited, as the financial institution manages much of the connection process.
For this reason, I recommend contacting NetExchange Client, as indicated in the error message, and requesting assistance with establishing or troubleshooting your Quicken connection. Their support team should be in the best position to investigate the issue further.
Thank you for your patience and understanding. Please let us know if you have any additional questions or if there is anything else we can assist you with. We’re happy to help!
