SEI brokerage accounts NOT updating
Out of the blue, today (March 25) my SEI accounts stopped downloading balances and transactions into Quicken. Even through the SEI website transition, I've never had a problem. Anyone have any thoughts?
Answers
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Hello @Lee Wunsch,
Thanks for reaching out.
Are you seeing any specific error codes or messages when trying to update your SEI accounts? Also, which SEI instance are you using from the financial institutions list in Quicken (see screenshot)? Did anything change recently, such as a password update or changes on SEI’s website? Have you noticed any other accounts experiencing similar issues, or is this only affecting SEI? Lastly, when was the last time your SEI accounts successfully updated?
Any details you can provide will help us better understand the issue. Looking forward to your response!
-Quicken Jasmine
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All SEI accounts entered correctly and were working as of yesterday - Monday, March 24. All other accounts are receiving accurate online updates.
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Thanks for providing more information.
Would you mind answering the questions in my previous response?
I appreciate it!
-Quicken Jasmine
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Just checking in, are you still needing assistance?
Let me know!
-Quicken Jasmine
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SEI downloads worked for two days and stopped working yesterday (March 30). Today, an error code appeared: OL - 293A. Please advise.
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Thank you for your reply,
To troubleshoot the OL-293A error, please follow the troubleshooting steps from this article on OL-293 errors:
First, verify your account services in Quicken
If you have not yet signed up for the bill payment service provided by your financial institution, but have enabled that service in Quicken, you will get this error. Make sure that your account settings in Quicken match the services currently provided by your financial institution. To do so:
- Choose Tools menu > Account List.
- Click the Edit button of the account you want to verify.
- In the Account Details dialog, verify that the account settings in Quicken match the services currently provided by your financial institution and make changes, as necessary, so the information matches. If you don't have bill pay set up with your financial institution, but Quicken shows Bank Bill Pay active, please try Deactivating it.
- If you make changes, try to connect to your financial institution again (Choose Tools menu > One Step Update).
- If everything looks correct or if the problem persists, continue with the next procedure.
Second, verify your password
With the convenience of the Password Vault in Quicken comes the opportunity to forget to change your password in Quicken when it has been changed at the financial institution. To update your password in Quicken:
- Choose Tools menu > One Step Update.
- Uncheck all options except for the financial institution that is reporting the error.
- Click the key icon to the right of the financial institution name.
- Enter your password.
- Click Update Now.
Third, refresh your online account information
- From your account register, select the Actions gear icon at the very top of your register (Ctrl + Shift + N).
- Select Update Now.
- Follow the on-screen instructions to complete the update.
- Repeat these steps for each financial institution experiencing this error.
Please let me know how it goes!
Quicken Kristina
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I am also having the problem with SEI Connect Investor. The problem started March 30, 2025. Error is OL-293A.
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Hello @George Tranum,
Thank you for letting us know you're also seeing this problem. Have you tried the troubleshooting steps listed in my earlier post?
I look forward to your response!
Quicken Kristina
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