LPL Financial - Export to Quicken

willbuon
willbuon Quicken Windows Subscription Member ✭✭
edited November 24 in Download, Add/Update Accounts (Windows)

Two weeks ago this stopped working. I get an error, "The system is unavailable, please try later."

Today I reached out to LPL support, they told me to contact Quicken.

Tagged:

Comments

  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod

    Hello @willbuon,

    Thank you for sharing your experience.

    To clarify, are you trying to download a file from LPL Financial and import it into Quicken, at which point you get this error? If so, are you seeing any error code associated with the messaging?

    I have some other things we can check, too.

    • Are you using a VPN, Antivirus, or Firewall that could be interfering?
      • If so, try disabling them temporarily and see if your file imports.
    • Are you accessing Quicken from a restricted network?
      • Many times, locations like schools/places of work have restricted network access.
    • Do you have other financial institutions that are updating successfully?

    Additionally, screenshots of what you are seeing could be helpful. If needed, please refer to this Community FAQ for instructions on how to attach a screenshot. Alternatively, you can also drag and drop screenshots to your response if you are not given the option to add attachments.

    Looking forward to your response.

    Quicken Alyssa

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

  • willbuon
    willbuon Quicken Windows Subscription Member ✭✭

    Hi Alyssa, thanks for your comments. More info:

    While on the LPL site, I select Export to Quicken. This usually creates a downloadable .qfx file which is then opened with Quicken to import the transactions. I have been doing this successfully for more than 10 years. Now, the .qfx file never gets created, I just get the error "The system is unavailable…."

    There is no error code. I have attached a couple of screenshots. There is no VPN or restriction on the network.

    All other financial institutions are updating successfully.

    I tried disabling anti-virus, no luck.

    I think this must be an LPL issue since the .qfx file is not being created.

    Thank you.

    Screenshot 2025-11-24 151642.jpg
    Screenshot 2025-11-24 150038.jpg
  • willbuon
    willbuon Quicken Windows Subscription Member ✭✭

    Also, per LPL's request I tried different browsers (Edge, Firefox), no difference.

    Thank you.

  • BK
    BK Quicken Windows Subscription Member ✭✭✭✭

    I think this must be an LPL issue since the .qfx file is not being created.

    That seems to be the case since the interaction is between your browser and LPL's site. Quicken has not entered in this equation yet.

    But there might also be another long-shot possibility: Your browser - some setting in your browser might be blocking some type of handshake with LPL. I experience this frequently in various shapes and sites where my browser's security setting is breaking the websites' functionality. Try a different browser and/or temporarily disable the browser security settings and any extensions you may have installed.

    Try it from a different computer (friend, family) if you have access to one as well as your mobile phone. If all give you the same error, LPL is the culprit - but for two weeks, wow.

    - Q Win Deluxe user since 2010, US Subscription
    - I don't use Cloud Sync, Mobile & Web, Bill Pay/Mgr

  • AnotherJohn
    AnotherJohn Quicken Windows Subscription Member

    I am getting the same error and the .qfx file is being created and is in my download file. You may want to check to see if it is there. Usually the transactions just download so you never really see it in your download file. That doesn't fix anything as I get the same error trying to run from the download file or directly from the LPL website, just wanted to rule out, that at least in my case, the file wasn't being created. This to me suggests that if multiple users are having this problem after the last update that the update would be the culprit. Not the browser, network or security software, since we would all have different ones or probably not on the LPL side since the file is being created.

    I have had this happen a couple of years ago with downloading Edward Jones transactions. Every time there was a Quicken updater EJ didn't work for a week or two. I am hoping with enough people reporting the problem directly to Quicken it will get addressed and unlike the EJ problem not continue to get broken in future updates. Navigate to the Help tab, then "report a problem", fill out and submit.

  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod

    Hello All,

    Thank you for adding to the discussion and sharing more information.

    Given that the QFX file comes directly from the financial institution, and we are seeing an error on their website when trying to use this service, the best course of action would be to contact them and see if they can provide any insight. I would suggest asking to speak with someone in online banking/services.

    Let us know how it goes!

    Quicken Alyssa

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

Categories