Thank you for taking the time to share the details of your experience and feedback with the Community, although I apologize that you have not yet received a response.
We'll need a bit more information to be able to assist.
Please take a moment to review the information available here and post back to let us know what version and release of Quicken you are using.
What is the error message that you receive when attempting to connect?
The more information you can provide regarding this issue will help the Community to better understand and assist.
Hello @greg.sund Thank you for reaching out on the community and telling us about your issue. I do apologize for the issue you're having. I was taking a look to see if we were having any issues on our side but there's nothing reported. If you wouldn't mind could we try in a test file to see if we're able to also get the same error when trying to add the accounts to quicken. I'll leave steps down below.
Don't use any of these characters: * ? < > | " : \ / (asterisk, question mark, left and right-angle bracket, pipe, straight quotation marks, colon, BACKSLASH, FORWARD SLASH). Also, don't add the .qdf extension; Quicken does that for you.
After adding accounts, see if you are experiencing the same problems in this test file. Once you're able to let us know more we'll see what we can do.
Quicken is unable to escalate or correct any OL errors, they are Direct Connect errors. These errors come directly from the financial institution server and Quicken does not have access to this server.
@Clive Walden Thanks for the update I'm wondering here if we're able to get more information on whether it's an issue with the connection itself or the file. Did you try the test file step previously listed above as well? If you haven't could you try it and let us know if you have a similar issue. Also have you had the accounts connected previously or is this the first time? Also what is the exact error you receive. With more information we'll be able to take a bit of a deeper look to try getting your connection up and running.Thanks,Quicken Francisco
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