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Did Something Happen About A Week Ago (about 10/24) With Online Update?

ksdeuser@

It seems like none of my accounts are updating. I had to reauthorize credit cards, checking, and brokerage accounts, and I'm still struggling to get my Wells Fargo checking and brokerage accounts to download again. What's up, Quicken? For a premium subscription service, this is not acceptable. I have changed nothing.

R69.53 [Edited - Readability]

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One Step Update

Comments

Sceptic

@ksdeuser@ which accounts are causing issues? Is it just accounts with Wells Fargo or other accounts as well?

Open your Account List (Ctrl-A) and for your accounts that have connection or update issues, what information is showing for:

Transaction Download
Last Download
Financial Institution

This will help us determine the scope of the issue.

Quicken James

Hello @ksdeuser@,

Thank you for sharing your issue with Wells Fargo! I am happy to assist.

I am unaware of anything specifically happening to cause all accounts to be disconnected and to not download transactions.

I looked into your accounts on the backend, and I see a successful connection to Wells Fargo. With that, I have a few questions to help determine the best path to take. Please answer the following questions.

Where is your Quicken data file located? Is it on a 3rd party storage service? (e.g., OneDrive, Dropbox, Carbonite)
- If you are unsure, this Support Article has the steps to help you locate the file.
Do you receive any error codes/messages when connecting or downloading transactions?
- If so, what are the exact error codes or messages?
Does the bank's website show transactions that are posted and should be downloaded?
Did your computer go through a software update around that time?

@Sceptic Has a couple of good questions as well to help determine connection status and update issues.

Once I receive your reply, I'll be able to better determine the proper troubleshooting path to take.

I look forward to your reply.

Thanks again.

ksdeuser@

It looks like transaction download is/was not working for Citibank/Costco Visa credit card, Discover credit card, Wells Fargo Checking, Edward Jones Brokerage transactions (quotes updating ok) and US Bank checking. So essentially all of my transaction downloads quit working. I was able to reset all of them except Edward Jones. For Edward Jones, when I get to the dialog "Edward Jones needs you to authorize your accounts" it should open a browser with Edward Jones, but it just freezes at "sign into Edward Jones" with a spinning icon and I have to go to the task manager to exit Quicken. The "cancel" button does not work.

Quicken James

Hi @ksdeuser@,

Thank you for the follow-up.

I am glad you were able to get the majority of your accounts reconnected! I am happy to help look further into Edward Jones.

I’m unable to replicate the issue you described or the login process you outlined.

When I attempt to sign in to Edward Jones, the process remains within Quicken and prompts me to enter my username and password.

The Edward Jones brokerage instance uses the Direct Connect connection method, which does not open a web browser during the login process.

Will you please confirm that you are using the Edward Jones instance in Quicken?

Screenshot 2026-11-02 at 11.45.11 AM.png

Please inform me of your data file location. Is it on a 3rd party storage service? (e.g., OneDrive, Dropbox, Carbonite)

If you are unsure, this Support Article has the steps to help you locate the file.

If you don’t mind, could you please provide a screenshot of the error message you described receiving? If needed, please refer to this Community FAQ for instructions on how to attach a screenshot. Alternatively, you can also drag and drop screenshots to your response if you are not given the option to add attachments.

Thanks again.

ksdeuser@

My data file is stored locally. Note that this process has been running smoothly before last week, and there were never any error messages. Quicken completed the one-step update without any errors; there was just nothing retrieved. These are the screens that show up. It accepts my user ID and password, then takes me to the next screen. I click "Sign in," and it takes me to the third, which is where it sits with a spinning icon.

[Edited - Readability]

ksdeuser@

FYI, I tried using the "Add Account" function under Tools to add Edward Jones and successfully linked the accounts. After completing the action and linking to existing accounts, no new transactions were pulled in. I completed a one-step update, and this is what I get. Notice: Edward Jones shows 3 accounts updated but zero new transactions after this action. I have many recent transactions visible online in Edward Jones that are not being downloaded. Very frustrated.

[Edited - Readability]

ksdeuser@

Just performed a one-step update and everything seems to be working now. Still curious how this glitch happened and if it was just me. Odd path to getting Edward Jones set up using the "Add Account" dialog instead of "Reset" inside the account options. You would think it would be nearly identical code.

Quicken James

Hi @ksdeuser@,

Thank you for following up! I totally understand the frustration.

I’m glad to hear you were able to successfully connect your Edward Jones accounts and that everything is working as expected!

It’s difficult to determine why one connection method worked while the other did not. If you encounter this issue again, I recommend temporarily changing your default web browser and trying to connect once more.

In some cases, browser cache and cookies can interfere with the connection process. Using a different browser may help resolve the issue.

Please let us know if you need any further assistance!

Thanks again.