Downloaded a qfx file from EverBank, Clicked on it and received the following error message:
Quicken is currently unable to verify the financial institution information for this download. Please try again later.
Do not know if this error is related to EverBank CC-503 problem outlined in the Community notes.
Steve Lowe
Hello @SteveLoweIL,
Thank you for bringing this issue to our attention.
First, I would like to check and see if you changed your connection method with EverBank to Web Connect before attempting to import the QFX file? You can review the instructions below on how to deactivate your accounts and then reconnect them using Web Connect. It is recommended to save a backup before proceeding (just in case).
Please let me know how this goes!
-Quicken Jasmine
Make sure to sign up for the email digest to see a round-up of your top posts.
Jasmine -
Quicken believes that I am adding offline account.
Steve Lowe
Thank you for your reply @SteveLoweIL,
If you are having trouble with the QFX file you are downloading from the financial institution, you would need to reach out to the financial institution to get it fixed.
That said, there is another discussion on the Community about this exact same error message when trying to import a QFX file from Everbank. You may find this discussion useful:
I hope this helps!
Quicken Kristina
Make sure to sign up for the email digest to see a round up of your top posts.
Are you still needing assistance?
Let us know!
-Quicken Jasmine
Make sure to sign up for the email digest to see a round-up of your top posts.
Jasmine -
Appears that everything is working with my Everbank account and Quicken. In fact, I was able to re-connect EverBank this morning and obtain all my missing transactions.
Steve Lowe
Hello @SteveLoweIL,
That is wonderful news, thanks for coming back to update us!
-Quicken Jasmine
Make sure to sign up for the email digest to see a round-up of your top posts.
This instruction has a problem:
—
Edit each account with this financial institution to Deactivate (or Remove From One Step Update) on the Online Services tab
—
The problem is there is no DEACTIVATE button and no REMOVE button.
