QUICKEN won't connect to TRUIST and TIAA servers.

Question

Issue started 11/08.

Windows 11 .. latest update

Quicken Kade · Answer

Hello @Stan Kardonsky ,

Thank you for sharing your experience. To add to what @Sceptic mentioned, after checking your profile, it appears that you are already running version R69.53 and are still experiencing these errors. Is that correct?

I'd like to ask a few additional questions to better understand the situation:

* Are you using Direct Connect?
* Are you seeing any specific error codes when performing a One Step Update or when trying to add these accounts to your data file?
* Are all accounts at both financial institutions affected, or are some accounts still updating and downloading transactions successfully? If so, what types of accounts are still working?

Your answers will help me better understand the situation and provide more targeted troubleshooting steps.

I look forward to your response.

Sceptic · Answer

@Stan Kardonsky if the connection method for accounts with the financial institutions is Direct Connect and you are getting a OL-290-B error when attempting to download transactions, then this is a known issue that Quicken is currently investigating.   Here is the Quicken Alert that you can follow to get updates.

https://community.quicken.com/discussion/7977559/update-11-6-26-multiple-financial-institutions-ol-290-b-error

These OL-290-B errors happened after the R70.20 release.  One possible workaround is to revert back to R69.53.  The instructions and link to the prior release is contained in the Quicken Alert.

If you search the Quicken Community for "OL-290-B", you will see several threads you can follow and get feedback from other users.

Otherwise, please provide a few more details so we can determine the scope of your issue.  Open your Account List, checkmark "Show hidden accounts".  For all accounts at these financial institutions, what does it show for:

* Transaction Download
* Last Download
* Financial Institution