Unable to connect to Cambridge Investment Research (QWin)

System
System Member admin
edited November 2024 in Download, Add/Update Accounts (Windows)

This discussion was created from comments split from:

Cambridge Investment Research OFX Error: 2005

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  • ralphf
    ralphf Member ✭✭✭

    I don't get Error 2005 but I haven't been able to connect to Cambridge Investment Research recently either. I'm using Quicken for Windows.

  • CountryFolk
    CountryFolk Quicken Windows Subscription Member

    Had the same issue. Contacted Cambridge Tech Support @ 888-245-0452. They informed me the front end financial institution has changed, including the URL.

    Old: Cambridge Investment Research - www2.netxselect.com
    New: NetXInvestor - www.netxinvestor.com

    In Quicken (after saving a backup), I edited each associated account and "Deactivated" online services. Next I selected to add an account and entered NetXInvestor as the financial institution, followed by entering my ID/Password. NOTE: Be sure to enter your 3 character Cambridge financial organization ID in front of your ID (no space). (The instructions are on the Quicken screen.)

    Once I connected successfully, I was presented with my Cambridge account list. I then linked each one to the existing corresponding account in Quicken. (If you failed to deactivate online services for the accounts, you won't see the account in the link list.)

  • Nofewrfwr
    Nofewrfwr Quicken Windows Subscription Member ✭✭

    Deactivating my Cambridge connection and then adding it as a NetXInvestor one worked for me. THANKS!!

  • katzsteve
    katzsteve Quicken Windows Subscription Member

    This solution worked for me as well

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @CountryFolk,

    https://community.quicken.com/discussion/comment/20455383#Comment_20455383

    We appreciate you adding to this discussion and sharing this solution to help others experiencing the same issue.

    Thank you!

    -Quicken Anja
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