RBC (actually: RBC Wealth Management transaction download issues)
Quicken stopped syncing with RBC wealth management on Thursday. No error message just will not Sync. This occurs quite often and is frustrating. RBC servers and Quicken appear not to be able to communicate. All other accounts sync just fine.
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What is the exact name of the financial institution on the Account Details page?
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RBC Wealth Management
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Well according to this listing in the fidir.txt:
08035 08035 08035 RBC Wealth Management http://www.rbcwm-usa.com 1-800-933-9946 http://www.RBCWMConnect.com ACTIVE INVESTMENT,ACCOUNTINFO&DIRECT NOT_QBP NA
This is a Direct Connect only connection. (I should have asked if it was a Direct Connect connection, so let me know if I have this wrong).
With Direct Connect Quicken (the program) is talking directly to the financial institution, and as such it is very rare that there is a problem with Quicken and more likely that the information that the financial institution is sending is at fault, but thankfully there are ways to check on this.
The communication between RBC and Quicken is recorded in the OFX log:
Help → Contact Support → Log Files → OFX Log.
There is a "SEND" and a "RECV" section, "SEND" is Quicken, RECV the financial institution's response. The format might not be that readable it you haven't studied it, but you can search for payee names that you know should have been downloaded. You can also look for <STMTTRN> which is the start of a given transaction. And you should be able to look for <ORG> to make sure you are looking at the right financial institution's data.
This will at least point the finger whether this is a Quicken or financial institution problem.
In any case, to escalate the problem through Quicken you will probably have to contact Quicken Support:
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I have been having the same problems all month with RBC investment data not updating to Quicken. Spent 45 minutes on the phone with Quicken support tech who wanted me to perform activities I was unwilling to do (like give him access to my computer, sign in as someone else, etc.). I gave him the code (OL-294-A) and told him nothing had changed with my password for RBC. I can log into RBC with the same password that I have in the Quicken vault, so that is not the problem. As others have stated, this has been an on again off again problem and no one seems to care enough to fix it! Please get this fixed1
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Same problem that has been reported by others-RBC fails to upload investment data in One Step Update to Quicken. Quicken support has not been helpful, asking me to do things like give them access to my computer, sign in as someone else, which I am not willing to do. The password in my vault is the same one I sign into the account with and have no problem. Get this fixed- as it stands now, Quicken is not worth continuing to use.
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RBC fails to connect: OL294-A a/o this AM (12-22-23). I have reported the problem to Quicken Support this morning.
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RBC again failed to connect error OL 294-A. Seems like weekly.
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I notice that the last reported failure was also on a Saturday. It is possible that RBC does maintenance on their machines at that time and don't really know/care that they are taking down the OFX server.
I know that in the past I would have the same thing for some financial institutions on the weekends especially late at night.
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yes, possible maintenance, though it would be good to know this if true.
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I update weekly on Saturday and I've been having the same problem. Usually works again on Sunday, but this week it occurred today (Sunday) as well. I left a message with RBC Web Support, but no answer yet.
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Any update on this? I have 2 RBC Mastercards and they are not downloading any transactions. I'm not getting any errors either.
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Any update on this?
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RBC US, or RBC Canada?
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
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RBC Canada.
I have 2 RBC westjet credit card accounts and both stopped working
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Belongs in Canada forumQ user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP0 -
There is no support for Direct Connect in Canada. So this is either a Direct Connect connection issue OR a Canadian issue, but not both.
"RBC Wealth Management" is not listed in the Canadian FIDIR.TXT, so download from that institution is not supported using any method (in Quicken Canada).
13543 13543 13543 RBC Bank - Online Banking https://www.rbcroyalbank.com/ 1-800-769-2555 https://www1.royalbank.com/cgi-bin/rbaccess/rbunxcgi?F6=1&F7=IB&F21=IB&F22=IB&REQUEST=ClientSignin&LANGUAGE=ENGLISH ACTIVE BANKING,CREDIT&WEB-CONNECT NOT_QBP NA
00016 00016 00016 RBC Banque Royale https://www.rbcroyalbank.com/business/online/online-banking.html NA https://www1.royalbank.com/cgi-bin/rbaccess/rbcgi3m01?F6=1&F7=IB&F21=IB&F22=IB&REQUEST=ClientSignin&LANGUAGE=FRENCH ACTIVE BANKING,CREDIT&WEB-CONNECT NOT_QBP NA
12088 12088 12088 RBC MasterCard http://www.rbcmcinquiry.com 1-866-298-9828 http://www.rbcmcinquiry.com ACTIVE CREDIT&WEB-CONNECT NOT_QBP NA
00015 00015 00015 RBC Royal Bank https://www.rbcroyalbank.com/ 1-2 (1-800-769-2512) https://www1.royalbank.com/cgi-bin/rbaccess/rbunxcgi?F6=1&F7=IB&F21=IB&F22=IB&REQUEST=ClientSignin&LANGUAGE=ENGLISH ACTIVE BANKING,CREDIT&WEB-CONNECT BANKING,CREDIT,ACCOUNTINFO&EXP-WEB-CONNECT NOT_QBP NA0 -
The reason why I posted from the wrong fidir.txt file is because this thread was originally in the US Windows category.
RBC is one that crosses borders and people need to specify if they are using the US or Canadian data file.
EDIT: @Gbaum44 profile has "Quicken Windows Other" as such I couldn't determine what version he/she is using.
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I noted that. The other issue is that according to the Canadian FIDIR.TXT there is NO download support for RBC Wealth Management; however, that institution is closely related to RBC Royal Bank Canada, so I wonder if the answer is to download the accounts in question from a RBC account. I use RBC Direct Investing and RBC Royal Bank Canada and they are both accessed using common login credentials, so maybe the same is true for RBC Wealth Management?
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