Interactive Brokers: No More Quicken Integration?
I have accounts at Interactive Brokers (IBKR), and within the last week or two, I started getting a consistent error when running OSU on Quicken (Classic, Windows, R58.9, Build 27.1.58.9) for a couple of them. Basically nothing was downloading, and these errors— in my experience, transient errors appear to "fix themselves" after a spell— were not transient. Another account with IBKR downloads fine, at least for the moment.
So I thought maybe the token or the query ID or whatever they're called may have expired. And I went to my settings at IBKR to fetch a new token/query ID, and to quote the great Gomer Pyle, "Surprise, surprise, surprise." The submenu item inside of settings— I think it was "Third Party Access" or some-such as that, is gone. Naturally, IBKR never said boo about this.
Searching briefly to see if that functionality had been relocated, I noticed that IBKR does not list Quicken among their third-party integrations. But, I'm not sure if they ever did.
So Quicken reps and/or other community members, are OSU downloads from IBKR on their way out?
Answers
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Hello @932Scooter419,
To assist with this issue, please provide more information. What error message/code were you getting when running One Step Update?
When you tried to check the credentials issued by the financial institution, did you check the Account Management section under Settings? That's where the in program prompt indicates it should be.
I look forward to your reply!
Quicken Kristina
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I looked long and hard in IBKR settings before posting here. As I indicated upthread, the link I used formerly to obtain the necessary login credentials for Quicken is now gone. I grew tired of Quicken asking me if I wanted to re-attempt OSU before quitting because of the errors with IBKR so I deactivated the Direct Connect for these accounts. However I don't recall seeing Quicken display an error code for this issue.
I'm happy to ask IBKR about this but often it takes a while to get a reply from them, so I was hoping someone here might be faster.
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Thank you for your reply,
Based on your response, it sounds like maybe they updated their website and didn't provide us with the updated information on where to authorize 3rd party apps. To get information on where they moved it to, you would need to contact the financial institution.
One thing you can try, just in case the connection issues you were encountering were being caused by a file specific issue, is you can restore a backup from before the problems started, and test to see if everything downloads properly in that newly restored file. (Note: When you restore a backup, please make sure the file name is different from the name of your current file, otherwise, the restored backup will overwrite your existing file).
I hope this helps!
Quicken Kristina
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I stand corrected. The functionality has been relocated to a different part of the IBKR interface, with a twist.
Previously I do not recall any public expiration on the Query IDs and Tokens that are used as login credentials for Quicken Direct Connect with IBKR, but now they expire annually. When you have them already, they will appear under "Performance & Reports" —> "Third Party Reports" when one is logged in to the IBKR portal. If you need them, you need to request via email, at least currently: reportingintegration@interactivebrokers.com. Presumably when they are about to expire/have already expired, likewise.
Thing was, searching for any of the things one might consider searchable— "query ID," "token," "quicken," etc.— was useless. I had to open a support ticket to find out this functionality was moved.
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Hello @932Scooter419,
Thank you for coming back to update us and for sharing this information. I do apologize for the inconvenience. I am happy to hear that Quicken Support was able to assist you.
Please don’t hesitate to reach out with any further questions or concerns!
-Quicken Jasmine
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I don't think this has been solved. My IBKR connection also stopped working a few days ago. I confirmed that I have a valid token in IBKR, and tried to reauthorize Quicken Direct Connect (in Quicken Classic for Mac). That gives me the following error message:
The server was unable to retrieve the information at this URL (e.g., an HTTP 400 or 500 series error). (OFX Error: 16503)
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I am getting the same error message 16503 from IBKR as of 9/10/24 at 7:30 PM EST. The account stopped downloading successfully yesterday 9/9/24 after working great for the past year since I opened the account. When I contact IBKR they say it is a Quicken problem. Nothing they have done.
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One Step Download stopped working for me as well in the last day or two across all nine of my accounts with IBKR. They all respond with an [OL-220-A] error.
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Yeah, same here… worked for a couple of days after I put new Query IDs and Tokens into Quicken and now it is not working on all my IBKR accounts. Every OSU gives me an error for all my IBKR accounts.
I asked IBKR support, what gives, and basically they said "It's not us, please ask Quicken support, must be on their end."
Just like Quicken asking me for my password seemingly randomly for maybe 40% of my OSUs, maybe this will become part of the landscape.
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One Step Download stopped working for me as well in the last day or two for my 2 accounts with IBKR. They all respond with an [OL-220-A] error. My tokens are valid for another 6 months. I did a "reset account" and Quicken says it's unable to connect with the financial institution.
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So per IBKR request I chatted with Quicken Support. I'm wondering how some upthread are getting error codes, because I am not seeing one on my end, just an error message in the OSU summary window stating "an error has occurred." Quicken Support stated that I am not seeing error codes because "in the one step update summary, it [error code] did not populate because this error is with direct connect and we can not view the exact error in our systems." They referred me to this support page:
Which includes the following regarding these errors:
If the issue persists
If the issue is not resolved after waiting, you will need to identify the connection type of the affected account(s) to determine what next steps need to be taken. To do this, go to Tools > Account List, find the affected account(s), and confirm the connection type in parentheses in the Transaction Download column.
- Direct Connect - You will need to contact your financial institution to resolve this issue. Quicken does not have access to the financial institution's servers to correct the problem. This may require you ask to speak with an online services specialist that handles transaction download issues at the financial institution.
So basically Quicken Support is saying, "we can't do anything from our end, please talk to IBKR support, escalate there."
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One Step Download for IBKR is not working for me either.
I went to the account in Quicken and disabled Online Services. Then, I restarted Quicken and went back to Online Services⇒ Set up Now
I put in my Query ID and Token (which have an expiration date of 2025/01/22), and I get a "Sorry. We encountered an error. (It's not your fault.)
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So I requested escalation at IBKR, I will update the thread when I get a reply from them.
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Hello All,
Thank you for taking the time to visit the Community to report this issue, though we apologize that you are experiencing this.
We have forwarded this issue to the proper channels to have this further investigated. In the meantime, we request that you please navigate to Help > Report a problem and submit a problem report with log files, a sanitized data file, and screenshots (if possible) attached in order to contribute to the investigation.
While you will not receive a response through this submission, these reports will help our teams further investigate the issue. The more problem reports we receive, the better.
We apologize for any inconvenience! Thank you.
-Quicken Jasmine
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I am now able to download the transactions from my IBKR accounts.
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@Francois previously you reported an error code, no? I learned this today but the Quicken support rep that I chatted with said Direct Connect OSU (which is what I am using and still having a problem with) doesn't provide any error codes. So you must be connecting/downloading via the Express Web Connect protocol?
Tried again just now via Direct Connect, still zippo, nada, error message, not working.
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I'm using direct connect. I was getting the [OL-220-A] error. What does OSU mean? I don't see this.
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Working again for me since this afternoon. I guess Quicken must have fixed something on the backend…
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Hello All,
Who is still experiencing issues with Interactive Brokers?
Let me know!
-Quicken Jasmine
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OSU = One-Step Update, which is the name for the process where Quicken pulls down whatever transactions from whatever accounts the user has configured.
IBKR messaged the other day, after escalation was requested— apparently it was, indeed, on their end— "The fix went live and the downloads should start working again." And that is consistent with my experience.
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