Error updating NetXinvestor accounts

System · February 10

This discussion was created from comments split from:

Quicken Stopped Connecting with my broker

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ckreeture · February 10

Since 2/6 (last accepted update), I have been getting a error message that Quicken is not connecting with my two accounts at NetXinvestor. There does not appear to be any problem when I connect directly with NetXinvestor, and I am confused by Quicken's error message about how I should resolve the problem. Help

This is the error message:

Cetera Advisor Networks LLC
OL-301-A | 2 Accounts

Your financial institution has rejected your request. Additional information from CETERA advisor Networks LLV: Verify your credentials by logging into NetXinvestor.com. If your credentials are correct, navigate to the settings page and verify your quicken device to link it to Quicken. For assistance, please contact us at

Note that the contact was left off of the message.

Nevermind, problem resolved

Quicken Kristina · February 10

Hello @ckreeture,

Thank you for letting us know you're encountering an issue updating your accounts. To help troubleshoot, please provide more information. What is the exact error message/code you are seeing when you attempt to connect/update your NetXinvestor accounts? If possible, please include a screenshot (with any personal information/account numbers redacted). 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.

I look forward to your response!

Quicken Kristina · February 10

Thank you for the follow-up,

I'm glad to see you edited your post to say that the issue is now resolved!

If you're willing please share how you resolved it. That may help others encountering the same problem.

Thank you!

Error updating NetXinvestor accounts

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