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Live Oak not working

gt_joe

My Live Oak has not been updating with Quicken, so I deactivated the account and attempted to reactivate it. After I enter my ID and password and try to connect, a new sign-on window never opens, and Quicken is totally locked up, so I must end the task via Task Manager, even if I attempt to cancel the login window in Quicken.

[Edited - Readability]

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Comments

Quicken Laura

Hi @gt_joe,

Thank you for sharing your experience. I've seen similar reports from other users who encountered freezing issues when setting up online services through the Online Services tab using the Set Up Now option.

If this is the same issue you're experiencing, please submit your log files by going to Help> Report a Problem. As a workaround, I also recommend trying to connect your account through Tools> Add Account.

Please let me know if this workaround helps or if you continue to experience the issue.

(CTP-19109)

gt_joe

I have send the log files as requested. I also tried the add acount method and it did not work. I am attaching the message I received.

Quicken Laura

Thank you for submitting your logs @gt_joe. I'll attach them to the existing case we're tracking regarding Quicken freezing.

Regarding the error you're currently experiencing, I noticed that, according to the Add Account window, this financial institution supports only Direct Connect and requires a Direct Connect PIN provided by the bank.

Could you please confirm whether you're using the Direct Connect PIN provided by your bank or your regular online banking password when attempting to connect?

I look forward to your response.

(CTP-19109)

gt_joe

I had forgotten about the Direct Connect id/PIN and was using the regular id and password. I did find my direct connect id/pw but it still locked up Quicken when attempting to login. I even tried again to request a direct connect ID/PW from Live Oak thinking it may have changed, but it was still the same, so still not allowing me to connect.

Quicken Laura

Thank you for giving that a try. Are you still receiving the same error shown in the screenshot above, or has the error changed?

gt_joe

After trying it again through the add account path with the Direct Connect id/pw it did work and allowed me to link to existing accounts. Thanks for providing quick and thorough responses.

Quicken Laura

That's great news! I'm glad to hear the issue has been resolved.

If you have any other questions or need further assistance, please don't hesitate to reach out.