Recently Unable to Update CIBC accounts, had been working fine previously

Richard Roberts
Richard Roberts Member ✭✭✭
edited July 29 in Download, Add/Update Accounts (Windows)

Since 6/16 my Quicken Premier has not been able to download transactions from my CIBC accounts (3 accounts). Holdings prices update, but no transactions downloaded. I get a OL-301-A error code, and "general error" narrative when I try to update these accounts…all other accounts download perfectly.

I am able to sign in to CIBC directly using my credentials without problem. I have gone through several attempts to deactivate/reactivate the accounts through Quicken, but also get an error code of cannot complete: "not your fault, it is a problem on our end".

Anybody have suggestions?

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Answers

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Alumni ✭✭✭✭

    Hello @Richard Roberts,

    Thanks for reaching out!

    The OL-301 error occurs when there is an issue connecting to the financial institution while using Direct Connect. The situation may ultimately require the financial institution to implement a solution. You can follow this link to read more information regarding this specific error message.

    As per the FAQ: You will need to contact your financial institution for assistance. Quicken does not have access to the financial institution's servers to be able to correct the problem.

    This may require you request to speak with an online services specialist that handles transaction download issues at the financial institution. If your financial institution states they can't assist, an escalation with them may be necessary.

    I apologize that we could not be of more assistance!

    -Quicken Jasmine

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  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Alumni ✭✭✭✭
    https://community.quicken.com/discussion/7963662/recently-unable-to-update-cibc-accounts-had-been-working-fine-previously

    I haven't heard from you yet. Are you still needing assistance?

    Let me know!

    -Quicken Jasmine

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  • Richard Roberts
    Richard Roberts Member ✭✭✭

    Jasmine,

    Thank you for your response….and follow up. I continue to have problems with the One Step Update, but I have contacted CIBC, and will be working with their online/Quicken techs hopefully this coming week. I appreciate your guidance.

    Richard.

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