Betterment Checking Download issues

drichman
drichman Quicken Windows Subscription Member ✭✭
edited July 9 in Download, Add/Update Accounts (Windows)

I am having issues getting Quicken Classic Deluxe connected to Betterment checking\saving accounts.

I have an app password created and in running through setting up the Online Services process, I see the accounts and attempt to link them to my existing accounts in Quicken, but when I get to the final confirmation window, neither of the accounts are listed as added and nothing gets downloaded. When I go into the account details after the link process completes, it gives me the Set Up now screen.

I have no issue with downloading from my Betterment Investing account, it just won't link the Checking or Savings accounts

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Answers

  • irasend1
    irasend1 Quicken Windows Subscription Member, Windows Beta Beta

    Not sure if this is the case, but a similar thing happened last year with Northwestern Mutual when they changed their backend software. The interface failed and Northwestern Mutual and Quicken pointed at each other to fix the problem Sadly it took several months before it was resolved

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