BMO Private Bank OL 297A since January

Bullwinkle80
Bullwinkle80 Quicken Windows Subscription Member ✭✭
edited May 4 in Download, Add/Update Accounts (Windows)

Hello! I haven't been able to download any transactions since January 15th for my BMO Private Bank account. Using Quicken Classic latest version. I tried all the online help on that error including the tip Quicken gave me with resetting IE. I tried a new dummy account to connect and get the same error. Any ideas? Thanks

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  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @Bullwinkle80,

    We appreciate you taking the time to bring this issue to our attention!

    To confirm is the instance shown below the one you are using to connect?

    image.png

    Also, are the troubleshooting steps outlined in this support article the ones you have tried so far? Please confirm.

    Thank you!

    -Quicken Anja
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  • Bullwinkle80
    Bullwinkle80 Quicken Windows Subscription Member ✭✭

    Hi! Yes, that is the bank I am trying to connect. And yes, I tried the support article on the error with no success.

    Thanks!

  • Quicken Anja
    Quicken Anja Moderator mod

    Thank you for getting back to me and for confirming! Since the troubleshooting steps in the support article did not resolve the issue, the next step will be to contact your financial institution directly.

    As mentioned at the bottom of the article I previously linked, Quicken does not have access to the financial institution's servers to correct this issue, so their support team will need to investigate further. I recommend asking to speak with an online services specialist who handles transaction download issues. If they are unable to assist, you may need to request an escalation within their support team.

    Thank you!

    -Quicken Anja
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  • Bullwinkle80
    Bullwinkle80 Quicken Windows Subscription Member ✭✭

    Thank you! I did contact them about this connecting problem last month and they claim it was entirely a Quicken problem. I'll escalate the issue up the chain of command there.

    Thanks

  • Bullwinkle80
    Bullwinkle80 Quicken Windows Subscription Member ✭✭

    Followup on my OL 297A error with BMO Private Bank. After a month of back and forth with BMO, they finally gave up on me and said it is a Quicken problem since nobody else has any problems. So I am at a dead end here. Anything to try to get this to work again?

    Thanks

  • Quicken Anja
    Quicken Anja Moderator mod
    edited April 2

    @Bullwinkle80 Thank you for following up!

    I can go ahead and forward this issue internally through our own escalation teams to have this further investigated on our end. Please navigate to Help > Report a problem within your Quicken program and submit a problem report with log files and screenshots attached in order to contribute to the investigation.

    image.png

    It would also aid the investigation to include a sanitized file when submitting the problem report. A sanitized file is a data file that removes personally identifiable information so you can comfortably share this file with the Quicken team.

    While you will not receive a response through this submission, these reports will help our teams in further investigating the issue. The more problem reports we receive, the better.

    We apologize for any inconvenience in the meantime! Thank you.
    (CBT-632)

    -Quicken Anja
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  • Bullwinkle80
    Bullwinkle80 Quicken Windows Subscription Member ✭✭

    Thanks! I have submitted a report.

  • Quicken Anja
    Quicken Anja Moderator mod
    https://community.quicken.com/discussion/comment/20484454#Comment_20484454

    Thank you for letting me know! Your log files have been added to the ticket.

    Thank you!

    -Quicken Anja
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This discussion has been closed.

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