LPL Financial Accounts not Synchronizing

John Rozsnyai
John Rozsnyai Quicken Windows Subscription Member ✭✭
edited April 29 in Errors and Troubleshooting (Windows)

My LPL accounts are no longer synchronizing. I used to get a 2FA box to enter a code, but now that does not appear. There are no errors received, but the accounts are not updating within Quicken. I have "reset" the accounts several times and linked them to the existing accounts, but still no love. Please advise. Thank you!

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  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @John Rozsnyai,

    Thank you for reporting this issue. Missing transactions/no downloads—especially when no error code appears—can happen for a few different reasons. Below are some things to check which you can also review in more detail in this support article.

    First, for a one-time occurrence:

    1. Sort order or filters: Make sure your account register is sorted by Date (click the top of the Date column) and click Reset at the top of the register to clear any filters.
    2. Pending transactions: Check your Huntington Bank website—transactions that are still pending may not download until they clear.
    3. Download window: Some banks only allow downloads for the last 90–200 days. Older transactions may need to be manually downloaded via Web Connect.
    4. Matching or renamed transactions: Sometimes downloaded transactions match incorrectly to existing entries and don’t appear as new.
    5. Deleted or moved transactions: If a transaction was deleted or moved to another account, it will not download again automatically.

    If this happens frequently:

    1. Go to Edit > Preferences > Downloaded Transactions and ensure Automatically add to banking registers is unchecked. image.png
    2. Use the Actions Gear Icon in the register and select Update Now to refresh online account information. image.png
    3. Check that the Sort Order is by Date and click Reset to remove filters.
    4. Refresh your login session via Help > Refresh Sign In, then try One Step Update again. image.png
    5. Verify that downloaded transactions aren’t hidden by checking Tools > Account List > Show Hidden Accounts.
    6. If using Direct Connect, please note that only Huntington Bank can escalate any data delivery issues, as the download comes directly from their servers.

    If none of these steps resolve the issue, please reach out to Quicken Support for further assistance.

    Thank you!

    -Quicken Anja
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  • John Rozsnyai
    John Rozsnyai Quicken Windows Subscription Member ✭✭

    Thank you. Some of the above did not apply since this is a simple investment account and therefore does not contain "a register" view. However, I did follow step 4 and then did another one step update, and the 2FA login came in and updated the accounts. Thank you!

  • Quicken Anja
    Quicken Anja Moderator mod

    @John Rozsnyai Thank you for the update—that’s helpful to hear.

    Glad to see that refreshing the sign-in session helped restore the 2FA prompt and allowed the accounts to update again. That step can often re-establish the authentication flow when it stops triggering as expected.

    Appreciate you circling back with the resolution!

    -Quicken Anja
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