Anyone else having difficulty download transactions LPL financial/Equitable

lthrasher
lthrasher Quicken Windows Other Member
edited December 2025 in Download, Add/Update Accounts (Windows)

I use Quicken Classic and can't get a download of transactions from accounts at LPL Financial through Equitable.

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Answers

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    MUCH more info needed in order to help you.

    What Q version are you running and what RELEASE of that product? This info is at HELP, About Quicken. Also, what shows as your "Subscription Valid Until …" date?

    Next, when you do TOOLS, Account List … what shows in the "Transaction Download", "Last Download" and "Financial Institution" columns adjacent to this account?

    And, how are you initiating that download? Are you getting any error codes or messages when you try?

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @lthrasher,

    We haven't heard back from you in a while. Do you still need assistance?
    If so, could you please provide the answers to @NotACPA's questions?

    Check back and let us know! Thank you.

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

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello again,

    Checking in once more before this thread is closed.
    Let us know if you still need assistance.

    Thank you!

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

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