Update needed on 11991654/CTP-14800

tomsullivanuk · November 14

Can we get an update on this ticket concerning integration with Empower - Pershing BNY? Last update was in October and issue is still occurring.

Quicken Anja · November 14

Hello @tomsullivanuk,

Thanks for checking in!

Ticket 11991654 / CTP-14800 is still open and actively being worked on, though we do not have an ETA available. At this time, we don’t have any new information beyond what’s already been shared.

Please continue to refer to the Community Alert for this issue—any and all updates we receive will be posted there. We understand the Alert hasn’t been updated since October, but that simply means we haven’t been provided anything new to share yet.

Thank you for your patience while our teams continue working on this!

tomsullivanuk · November 16

Thanks for the response, Anja. I had checked the Community Alert before posting. Just wondered if the integration fix was progressing and thus my posting. Appreciate your help.

PWillette · November 29

Thank you, tomsullivanuk for asking this question.

I, too, have been referencing the Community Alert site for updates (last updated 10/22/2025).

It will be difficult to get taxes completed without this fix. I am looking forward to regular (?weekly?) updates from Anja.

Quicken Anja · December 2

Hello All,

Thank you for your posts and for keeping the conversation active regarding Ticket #11991654 / CTP‑14800 (Empower – Pershing BNY integration).

I can confirm that this Alert is still open. At this time, we do not have any new updates or ETA beyond what has already been shared in the Community Alert previously linked above. If new information becomes available, it will be posted there first.

I understand how this impacts your workflow, particularly around tax season, and appreciate your patience while our teams continue investigating. We’ll continue to monitor for updates, but can’t guarantee when additional information will be available.

Thank you again for your understanding and for helping maintain visibility on this issue.

Quicken Anja · December 2

Hello again,

Our teams are requesting that users who are still experiencing this issue to please submit new logs via Help > Report a problem.

This helps us capture the most recent activity and system data, which is critical for accurately diagnosing the problem and ensuring that any fixes address the current behavior you’re seeing.

Please let us know once you have done so! Thank you.

PWillette · December 3

Hi, Anja,

Per your request, I have submitted new logs via Help > Report a problem.

I hope this helps. Thank you for the follow up on this problem.

😎

Quicken Anja · December 3

@PWillette Thanks for submitting! We will get your files and details added to the ticket.

Thank you!

Quicken Anja · December 3

Hello again,

Our teams have requested that, in addition to submitting new logs (if you haven’t already), you please verify your credentials by logging into investor.pershing.com. Once logged in, navigate to the Settings page and verify your information to link to Quicken.

Please check back and confirm once this is done. Thank you!

PWillette · 7:40AM

Hi, Anja,

This was the problem. I was able to update the account settings and approve Quicken for accessing the accounts via the web interface. Here is a screenshot:

Once I hit approved, Quicken was able to upload the information.
Thanks!!!

Quicken Anja · 9:17AM

https://community.quicken.com/discussion/comment/20525830#Comment_20525830

@PWillette That's great news! Thanks for following up and confirming that worked.

Update needed on 11991654/CTP-14800

Answers

Categories