OL-362-A error

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Bill19
Bill19 Member ✭✭
edited September 2022 in Errors and Troubleshooting (Windows)
I've been struggling to resolve multiple errors. I've called customer service multiple times and have not been able to resolve the issues. In fact the customer service technicians seem to be struggling to provide helpful advice. The last tech tried to lay off the problem on 5 mutual fund companies all having internal problems supporting Quicken's Direct Connection function. When I challenged them on the probability of 5 independent companies all experiencing the same problem with Quicken at the same moment they simply said, you call them and you'll be able to resolve the problem. Well I did call and was promptly referred back to Quicken.

What's up Quicken? I've been using Quicken for over 30 years. The support used to be superlative? Has anyone else experience similar issues.

Answers

  • Quicken Anja
    Quicken Anja Moderator mod
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    Hello @Bill19,

    Thank you for reaching out to the Community and telling us about your issue, though I apologize that you are experiencing this.

    If you haven't already, please take a moment to review and follow the error-specific troubleshooting instructions found in this support article regarding error OL-362.

    I hope this helps!

    -Quicken Anja
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  • Bill19
    Bill19 Member ✭✭
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    I've deactivated and reactivated several times on two computers. Doesn't fix the issue. The direct connection function does not seem stable. The list of "broken" institutional connections that show 0l-362-A download errors seems to be different each time or certainly not consistently the same. Is the last Quicken update the source of the problems?
  • Quicken Anja
    Quicken Anja Moderator mod
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    Thank you for the additional information.

    If you haven't already, I suggest you try to deactivate all accounts for this financial institution again (unless they are already deactivated), then force Quicken to "rediscover" all available accounts and see if this will help resolve it. Please, follow the instructions below in order to do so.
    1. Open the Account List in Quicken (Tools > Account List OR Ctrl + A)
    2. If present, select the Show Hidden Accounts checkbox at the bottom of the Account List
    3. Edit each account with this financial institution to Deactivate (or Remove From One Step Update) on the Online Services tab
    4. Click on the General tab and remove any info displayed in the Financial Institution, and Account/Routing Number fields. Note: The account must be deactivated first before these fields can be edited.
    5. When finished, close the Account List
    6. Close, then re-open Quicken
    7. Navigate to Tools > Add Account
    8. Walkthrough this process as if you were going to add a new account, providing the login credentials and answering any security questions/processes presented until you reach the screen where Quicken displays the Accounts Discovered at the financial institution
    9. Very carefully LINK each of the found accounts to the appropriate account you already have set up in Quicken.
    Once that is done, see if the issue still continues to persist.

    Let us know how it goes!

    -Quicken Anja
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  • Bill19
    Bill19 Member ✭✭
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    Found the problem. Some very interesting lad hidden accounts were activated for Direct Connection. Turned them off and seems to be functioning. Time will tell if I have truly resolved the problem.
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