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    • SEI brokerage accounts NOT updating

    Member ✭✭
    edited March 25 in Download, Add/Update Accounts (Windows)

    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?

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    Answers

    • Moderator mod

      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?

      Screenshot 2025-03-25 143142.png

      Any details you can provide will help us better understand the issue. Looking forward to your response!

      -Quicken Jasmine

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    • Member ✭✭

      All SEI accounts entered correctly and were working as of yesterday - Monday, March 24. All other accounts are receiving accurate online updates.

    • Moderator mod
      https://community.quicken.com/discussion/comment/20483037#Comment_20483037

      Thanks for providing more information.

      Would you mind answering the questions in my previous response?

      I appreciate it!

      -Quicken Jasmine

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    • Moderator mod
      https://community.quicken.com/discussion/comment/20483037#Comment_20483037

      Just checking in, are you still needing assistance?

      Let me know!

      -Quicken Jasmine

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    • Member ✭✭

      SEI downloads worked for two days and stopped working yesterday (March 30). Today, an error code appeared: OL - 293A. Please advise.

    • Quicken Windows Subscription Moderator mod

      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:

      1. Choose Tools menu > Account List.
      2. Click the Edit button of the account you want to verify.
      3. 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.
        Bank Bill Pay QWIN.png
      4. If you make changes, try to connect to your financial institution again (Choose Tools menu > One Step Update).
      5. 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:

      1. Choose Tools menu > One Step Update.
      2. Uncheck all options except for the financial institution that is reporting the error.
      3. Click the key icon to the right of the financial institution name.
      4. Enter your password.
      5. Click Update Now.

      Third, refresh your online account information

      1. From your account register, select the Actions gear icon at the very top of your register (Ctrl + Shift + N).
      2. Select Update Now.
      3. Follow the on-screen instructions to complete the update.
      4. Repeat these steps for each financial institution experiencing this error.

      Please let me know how it goes!

      Quicken Kristina

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    • Member ✭✭

      I am also having the problem with SEI Connect Investor. The problem started March 30, 2025. Error is OL-293A.

    • Quicken Windows Subscription Moderator mod

      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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    • Member

      I'm also having issues with SEI not updating since March 28th. I have been following this thread but I am NOT getting any error code, it just won't update. I have confirmed that the login information is correct in the Quicken system.

    • Quicken Windows Subscription Member ✭✭

      I'm also having issues with SEI not updating for several days. I don't know the last time I was able to successfully update my SEI accounts. My username and password have not changed. I'm able to log-in to my account. The issue is only related to my SEI accounts: No other accounts are expereincing the issue. I have followed the steps poster earlier by Kristina.

      Financial Institution: SEI Connect - Investor
      Connection Method: Direct Connect
      Version R62.14
      Build 27.1.62.14
      Windows 11 Pro

      ERROR: OL-293-A Quicken is unable to update your account because unexpected information was received from your financial institution.

    • Member ✭✭

      It's now April 1 - still no resolution to this error code. I even checked back on prior issues and found same problem occurred a year ago. Tried recommended solution back then on the current issue and it did NOT work.

      Any further ideas?

    • Quicken Windows Subscription Member ✭✭

      I have also tried (several times and on several days) resetting on-line services to no avail. Quicken throws the following message…

      Account Reset Failed

      Quicken could not complete the account reset.

      This could be caused by a temporary problem connecting with your financial institution or incorrect password. Please try again.

      If you get this message after multiple attempts, please wait a few days and try again or contact Quicken Customer Support.

    • Moderator mod

      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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    • Member ✭✭

      Yes, I have tried all the suggestions in this thread. Quicken version R61.21, Build 27.1.61.21.

      As of this morning 4/1/2025 at 8:00 still receiving the OL-293A error.

    • Quicken Windows Subscription Member ✭✭

      My last successful download was on March 28th. When SEI transitioned to their new site, we had to create new IDs and passwords. However, the existing connection for SEI Connect - Investor using Direct Connect continued to work using my old ID and password which was associated with that connection method. Their new site has no way to download for SEI or authorize connections. While my existing connection was still working, I created a new data file and tried to add my SEI account exactly as it was in my original file. I used both my old ID and my new ID. Neither worked. I tried that again today. Neither worked. I spoke to my financial advisor, and he indicated others are having the same issue.

    • Moderator mod
      edited April 1

      Hi Everyone,

      This issue has been reported for further investigation; there is no current ETA on when this issue will be resolved. However, I will update this thread once new information is received.

      Please let me know once you have submitted logs via my previous instructions; problem reports are vital to investigating these kinds of issues!

      Thanks!

      (CBT-629)

      -Quicken Jasmine

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    • Member ✭✭✭

      I am having Identical problems as everyone else. I have attempted using old and new passwords to no avail. I guess we will have to wait for a resolution from SEI. I emailed my Financial Advisor but haven't received a response yet.

    • Moderator mod
      https://community.quicken.com/discussion/comment/20484512#Comment_20484512

      Thank you for joining this thread to share that you are also experiencing this issue. Could you please send over a problem report using the instructions in my response from earlier in this thread?

      Let me know once you have done so!

      -Quicken Jasmine

      Make sure to sign up for the email digest to see a round-up of your top posts.

    • Quicken Windows Subscription Member ✭✭

      It has been days now that I have had the same issue with SEI — message OL-293-A.

      I have tried all the suggestions listed without success.

      Please update the current status on resolving this issue.

      Thanks

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