Quicken fails to access accounts from Northwestern Mutual Inv Svs-NFIS

I have been using Quicken since the early 1990s. I have never been so frustrated and disappointed until the last 6 months or so. It seems that about every month I have to reestablish the Direct Connect to my brokerage accounts and it never works on the first, second, third, or more attempts. Usually, I have to work on it for hours without any success and later come back and do it again and again. I wish they would at least post something with the steps needed to get this access cleared and reset. At this point it would be faster to just go back the way it worked back in the 1990-2000-2010s and just make all transaction manually. Or maybe it is time to dump Quicken and get an application that actually works.

Aside from complaining about this crapping interface that offers no real help when it fails, I do have a question. Specifically for Northwestern Mutual Brokerage accounts, I am pretty sure that in order to get to the proper web page for Northwestern Mutual access, I need to have a web link to some URL other than NorthwesternMutual.com to sign in. But that is the address it gives when you try to add a new Northwestern account. Can anyone tell me what the web address is to get the correct page to login to Northwestern Mutual Investment Services for the access for Quicken accounts?

Thirty years down the tubes because Quicken added this account access process.

Answers

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

    The complete URL as actually used is longer than what's displayed. Per FIDIR.TXT, where Q stores the actual URL's to use for Participating Financial Institutions is:

    Northwestern Mutual Inv Svs-NMIS https://www.northwesternmutual.com/northwestern-mutual-investment-services-llc/ 1-866-950-4644 https://www.northwesternmutual.com/northwestern-mutual-investment-services-llc/ ACTIVE INVESTMENT,ACCOUNTINFO&DIRECT

    IF that's not correct, only the financial institution can tell Intuit (Q's agent for connectivity) what to change it to.

    Also, in what way does it not work? Are you getting any error codes or messages?

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

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

    Also, see this thread. It's in a Mac forum, but might be applicable.

    https://community.quicken.com/discussion/7971254/quicken-connection-to-northwestern-mutual-investment-services-down#latest

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