I've been getting an error message (an error has occurred) for the last several days and account doesn't update. Attempted to reset account and received the message that Quicken could not complete the account reset.
Are there any known issues here?
I'm experiencing the same symptoms, same Quicken version, noticed approximately the same time. T. Rowe Price just released a new Brokerage platform and I've found this thread where Quicken support is tracking this exact issue. There's currently no ETA on resolving this.
T Rowe Price Brokerage error message - Quicken
I contacted T Rowe Price support last week and was told they shut down 3rd party access (e.g. Intuit) to their brokerage accounts because of suspicious activities they were noticing. I was told it would be 5-10 days before it would be restored. I doubt the problem is related to their new brokerage webpages because my Quicken connection for downloads worked for at least 4 weeks after their change. '
In any case, it would be nice if TRP notified customers of what they had done or were doing.
Yep, fails every time and started in early May, was working perfectly prior to this. Fix it doesn't work. Same as reported, hopefully Quicken and TRowe get this resolved quickly. But at least this time Intuit is acknowledging the issue and is not saying TRowe requires a 10 character password when that wasn't true.
Same issue here. I have 5 accounts in a brokerage account. Q will download 3 of the 5 then give me the error described here. Cannot get the other 2 to download or even connect. I did notice that for the accounts that downloaded there was a Customer ID field in the individual account details. This field was absent for the accounts that didn't download but I suspect it is added in account details only after a successful connection has been made.
Same issue here for several weeks with T-Rowe Price brokerage after working for years.
This is not a "surprise" change to Quicken. They have known it was coming and chose to let it fail.
I am disgusted with the fact they recently charged me for my annual subscription and this total failure comes up shortly after and is still not fixed.
It is NOT my responsibility to be a liaison between T-Rowe Price and Quicken. It is their job to fix issues like this in a reasonable time frame and release a fix or issue compensation for their product not working.
Hello Everyone,
Thank you all for continuing to share updates, troubleshooting results, screenshots, and information you’ve received directly from T. Rowe Price support regarding the brokerage connectivity issue.
Based on the latest information available, this issue appears to be related to changes/restrictions affecting third-party access to T. Rowe Price brokerage accounts. Several users in this thread have also reported receiving confirmation directly from T. Rowe Price that they are aware of the issue and actively working on it, though no ETA for resolution has been provided at this time.
Because the issue is known and appears to be originating from the financial institution side, there is not currently any additional workaround or escalation available from the Quicken side beyond the troubleshooting and reporting already gathered throughout this thread.
We understand how frustrating and disruptive this has been, especially for those who rely on these downloads daily. At this point, we recommend continuing to work directly with T. Rowe Price for updates, since they have acknowledged the issue on their end and would be best positioned to provide any new information regarding restoration of third-party connectivity access and timelines for resolution.
Thank you!
@Quicken Anja this sounds like Quicken is washing their hands of this. Doesn't Quicken have a role to play in trying to ensure this connection starts working again, even if the problem appears to be on the T Rowe side? Quicken has advertised these kinds of connections. Your reply sounds like Quicken is saying "it's up to T Rowe, we wash our hands. Check with them for updates". Why would they have any incentive to worry about it through us? Why isn't Quicken pushing on this on our behalf as paying subscribers? If this isn't going to be working, what's the value of a subscription? This is very troubling to me.
It is Quicken's responsibility to work with their vendors and be in communication with them and TESTING changes to prevent customer impacts like this. [Removed - Disruptive] Quicken should be pressuring T-Rowe Price for a solution if is is indeed their issue. Who exactly at Quicken has made the decision that there is no further escalation path available and to wait passively for a fix from T-Rowe Price?
@mikeamor & @Don Awalt Thanks for following up.
To clarify, Quicken is not ignoring the issue or stepping away from it. The reports, logs, and troubleshooting details submitted throughout this thread were escalated internally and reviewed as part of the investigation. Based on the information currently available, the connectivity disruption appears to stem from changes/restrictions affecting third-party access on the T. Rowe Price side, and T. Rowe Price has reportedly acknowledged the issue directly.
While Quicken continues monitoring the situation, we do not have the ability to directly restore or override connectivity access once restrictions or changes are implemented by the financial institution. Because of that, T. Rowe Price remains the best source for updates regarding restoration timelines or any changes to their third-party access policies.
Thanks @Quicken Anja that was not my concern. My concern is whether Quicken is staying to close to T Rowe, pushing them to resolve this for the benefit of Quicken and Quicken customers. I have to assume T Rowe has agreed to provide this access to Quicken and now they are not. Is Quicken pushing them for a quick resolution, to resove a problem they created, or just sitting back and hoping at some point T Rowe says it is fixed? We customers can do this, but I have to believe Quicken has considerably more leverage and contact access than we do.
My last response from T. Rowe Price today (pretty much a canned response):
Dear Jxxx Lxxxxxxx,
Thank you for contacting T. Rowe Price in regard to using Quicken for your Brokerage investments. I regret any frustrations caused by this recent event.
Regrettably, we do not have a timeframe for resolution at this time. We understand how important it is for the system to function properly and how disruptive it can be when it does not meet expectations.
Please note that your concerns are being taken seriously, and this issue is under review with the goal of reaching a timely resolution. We sincerely appreciate your patience.
For assistance with any other questions or concerns, please call a Brokerage representative at 1-800-225-7720. They are available Monday through Friday from 8 a.m. to 6 p.m. ET.
Sincerely,
Serona Richards Senior Account Services Representative T. Rowe Price Brokerage, a Division of T. Rowe Price Investment Services, Inc.
Same here. Reset doesn't fix it for two separate account logins, and deactivating ends up in a loop where my credentials that DO work at TRP do NOT work for Quicken to make the connection.
@Quicken Anja
Last year there were issues in downloading brokerage account data from Davenport which also uses Pershing. The downloads to Quicken are handled through NetXinvestor. I inquired of CoPilot whether this could be the same issue that is breaking the T Rowe Price downloads into Quicken. Here is Copilots answer. Can you inquire about this with your contacts at T Rowe Price?
Pershing’s NetXInvestor platform does allow custodians to configure security features, including device-specific authentication for certain actions such as downloading account data. This means that when a client tries to download files (e.g., statements, transaction data) from NetXInvestor, the system may require approval of a Quicken device ID to verify the client’s identity and ensure the download is coming from an authorized device www.bny.com.
This is a known integration point between NetXInvestor and Quicken’s online banking setup. In some cases, clients have reported download failures when this device ID approval step is triggered, especially if the account is hidden or if the online setup for that account is deactivated. In one reported case, deactivating online setup for an old hidden account allowed current accounts to download successfully Quicken.
How it works:
Possible causes of the issue:
What T. Rowe Price might be experiencing: If T. Rowe Price’s clients are having trouble downloading from NetXInvestor, it could be due to this device ID approval requirement. If their clients are using Quicken and the device ID is not approved, or if the account is hidden, the downloads will fail. This is a common enough issue in the Quicken–NetXInvestor ecosystem that it could be the root cause for T. Rowe Price’s reported problems.
Resolution steps:
In short, yes — the Quicken device ID approval requirement for NetXInvestor downloads is a plausible explanation for the issues T. Rowe Price’s clients are seeing, especially if the device ID is not approved or the account is misconfigured Quicken.
How would it explain this just occuring ONLY with brokerage? All my non-brokerage accounts download from T.Rowe, same authentication.
Is this still an open issue? I am still unable to connect to TRP brokerage!
Yes still open and still broken. THREE WEEKS now! Unbelieveable.
Hi @Bridge Builder, I did check the CTP-17244, Our escalation team reviewed the logs and confirmed that the error message is being generated by the Financial Institution side. The logs specifically instruct users to contact T. Rowe Price directly regarding the issue. This is currently a known issue being addressed by the Financial Institution.
We understand how frustrating this situation is and appreciate your patience while waiting for a resolution from the Financial Institution. Thank you!
"The logs specifically instruct users to contact T. Rowe Price directly regarding the issue." Is Aquiline Capital Partners a user of T. Rowe Price? [Removed-Rant], i.e. Quicken says it will download transactions and they connect their servers to those of TRP to do that and it doesn't work. [Removed-Rant]
Same problem!
Quicken suddenly stopped working correctly, and I have not been able to download TRP brokerage data for over a month now.
This is untenable.
I am paying QUICKEN to troubleshoot and manage their product, vendors, and service providers.
This is their responsibility to coordinate and fix.
Customers have no place in doing this work for them.
[Edited - Readability]
Nice list of speculative ideas, but completely unhelpful to the Quicken customer. A month of this outage is seriously unacceptable.
Quicken: work with your partners and fix this.
https://community.quicken.com/profile/10248129/Quicken%20Carlos
We are paying Quicken for a WORKING product. Quicken billed me the annual rate of $102 in early May for this software that cannot download account information from my financial institution, TRP. [Removed-Disruptive].
Thank you for this update. Looking forward to a quick resolution. I too use T Rowe Price for my mutual retirement and brokerage accounts. I too use the same userid and password for both. In the last 2 weeks I changed my password on these accounts twice. Inputting the new password into Quicken when resetting the password, Quicken came back with a success for the password change for the brokerage account. Then, when I tried to rerun the update, it again fails. Very frustrating to say the least. I rely on Quicken to keep track of my financials. This kind of issue renders the software useless. Looking forward to a quick resolution.
@Quicken Carlos T Rowe Price Program for Charitable and T. Rowe Price 529 are absolutely not the same account as T. Rowe Price Brokerage! I am not sure what you’re trying to say should be done. [Removed-Rant].
I called TRP technical support at 1-855-737-8116. The TRP rep could not find any record of this issue. Quicken should have one.
Hi @Don Awalt,
Thank you for your reply.
Since we are currently waiting for a resolution from T. Rowe Price, the latest information available for CTP-17244 is to try connecting through a different financial institution instance that uses a connection method other than Direct Connect, particularly if there is no resolution from T. Rowe Price soon.
We understand that these are different types of accounts. However, the suggested instances do support all investment accounts, so we recommend them as a potential workaround to determine whether they resolve the issue.
If the issue persists, we appreciate your patience while T. Rowe Price continues to work toward a resolution.
I called TRP tech support a few days ago, and they are most certainly aware of this issue. However, like everyone else, I could not get anything more out of them other than that they have no time estimate of when it will be fixed. I did press the tech on this, but it did no good. I urged him to inform his superiors that there are many others besides me who are QUITE unhappy about this situation.
BTW, I have the same symptoms with my TRP Brokerage accounts as everyone else here. I get the OL-332-A error code every time I run OSU since May 7, while my TRP mutual fund accounts continue to update normally.
I contacted T. Rowe Price and received the following response.
Note the phone number to contact their tech support :
"I can confirm that we are aware of an issue that is affecting our clients' ability to download information from T. Rowe Price Brokerage accounts to Quicken. Although our technicians are actively investigating this issue, we do not have an estimated date of resolution at this time. In the meantime, account information remains available through the T. Rowe Price website and mobile app. Please note that a notification will be provided once the issue is resolved. Additionally, we are limited in the scope of technical and troubleshooting support we can provide via email. To receive a status update regarding the resolution of this issue, we kindly ask that you contact our Technical Support Department for assistance at 1-888-358-8490. Technicians are available every day, 24 hours a day. However, availability may be limited after normal business hours, weekends, and holidays."
For what it is worth, if you call TRP at 1-888-358-8490, their ticket number for this issue is: INC2443907.
Wow! My request that Quicken consider compensating customers for the time we cannot download from our Brokerage houses like T Rowe Price was considered disruptive and was removed from the discussion stream. However, Quicken needs to consider that the inability to download financial information for accounts is extremely disruptive considering it has been more than 1 month since the problem started. Since I am paying over $100 per month for this incomplete service I'd like a refund.
This is getting ridiculous. A feature doesn't work, but at least the downstream parties still get paid.
Special thanks to those actively checking and poking at this issue. I'll be more than happy to participate in the imminent class action suit.
As a 30+ year customer of T.Rowe and a 20+ year user of Quicken, at least T.Rowe told me the issue was with Pershing (who custodies their brokerage) and were actively working it with a ticket…(agree still completely unsatisfactory its been this long but as anyone with T.Rowe knows, Pershing is always a issue)…However at least you can get someone, talk intelligently about the issue and they tell you what they are doing, Unlike Quicken. Why everyone has to go to the forums!
I hope each year (over the past 10 as i watch the product decline and subscription increase) a strong competitor will emerge, but have yet to find one, but getting closer! Not to mention, as i posted previously, I use Desktop Classic Deluxe as i refuse to go on the 'cloud'. Already overly exposed from a security perspective..Just awaiting the breach notice from Express Web Connect+ (EWC+) !!! Why i have taken my high dollar accounts off online updates a few years ago when they became the intermediary (not supporting direct connect). Worst nightmare, logging into a zero balance account because of of a quicken breach. If you read the details of your financial institution (and quicken), you are done for if this happens. No on takes responsibility for your monetary loss.
Agree, but $100/mo ?? More like 100/year? …I use Desktop Classic Deluxe as i refuse to go on the 'cloud'. Already overly exposed from a security perspective..Just awaiting the breach notice from Express Web Connect+ (EWC+) !!! Why i have taken my high dollar accounts off online updates a few years ago when they became the intermediary (not supporting direct connect). Worst nightmare, logging into a zero balance account because of of a quicken breach. If you read the details of your financial institution (and quicken), you are done for if this happens. No on takes responsibility for your monetary loss.
to try connecting through a different financial institution instance that uses a connection method other than Direct Connect—Makes absolutely zero sense. The issue is with T.Rowe Price (pershing) brokerage connection. As many have already stated, other FS work, including other T.Rowe non-brokerage accounts.
There is a different thread on this (Comment_20555417), but the issue is with Pershing (Who Custodies T.Rowe Price Brokerage), however it is unacceptable its been almost a month and doubtful Quicken is escalating with T.Rowe as some of us have. T.Rowe is well aware of the issue and has a ticket on it, unlike Quicken who we have to go to these forums to find out whats going on!!
Looking at T. Rowe Price in the fidir.txt file I see several T. Rowe Price entries, some of which use Direct Connect and others that use EWC as the downloading method.
Are both Accounts using the same method?
What have you tried, beyond what you've said here, to fix the problem?
If you haven't tried a "Reset Account", (available under the Online Services tab of the Account Details screen) I'd try that first.
There is a different thread on this. Been a problem over a month now!
The issue was with Pershing (Custodies T.Rowe Brokerage). They have been doing the military salute (Quicken pointing to T.Rowe/Pershing and now as of this am call with T.Rowe said "Pershing has opened up access, awaiting Quicken". So its on quicken authentication services.
Update as of this am talking to T.Rowe. "Pershing has opened up access, awaiting Quicken". The 'extravoice' note is accurate with incident
INC2443907. So now its on Quicken authentication services.
Spoke to T Rowe Price this AM and they say they are working on it and said they have an ETA of approximately 2 more weeks!
Not what they told me this AM (6/9). Based on INC2443907, it was resolved on their side (pershing) but awaiting Quicken (aggregation services) to 'open up' (presumably config for authentication)…
I knew a huge waste of time, BUT given T.Rowe had said there side was done and now upto Quicken (aggregation services), i hit the chat session with the bot then with the team "jose". If anyone wants to have a mind-numbing/infuriating experience ..read on!…this is a classic that every customer support story mimics.
Conversation with Quicken Classic Started on June 9, 2026 at 10:10 AM America/Los_Angeles time PDT (GMT-0700)
10:10 AM | mark miller: Something Else
10:10 AM | Fin: If you're experiencing an issue with Quicken Classic, check our community page (https://community.quicken.com/) to see if it's been reported and is being addressed.
10:10 AM | mark miller: its been reported, not resolved
10:10 AM | Fin: If it’s already been reported but not fixed, the best next step is to send us your logs and screenshots so our specialists have what they need to investigate. In Quicken Classic for Windows, go to Help > Report a Problem, describe what’s happening, attach screenshots, make sure all log options are checked, then click Send. If you want, tell me what the issue is (and the error message if there is one), and I’ll help you write the description to include the key details. (https://www.quicken.com/support/search-opt/)
Source: | Quicken (https://www.quicken.com/support/search-opt/)
10:10 AM | Fin: Is that what you were looking for?
10:11 AM | mark miller: the problem is with you and connection services, specifically with T.Rowe Price Brokerage
10:11 AM | Fin: Got it. For T. Rowe Price Brokerage connection issues, the next step is to confirm what connection type Quicken is using, because the fix depends on that. (https://www.quicken.com/support/error-message-ol-220-ol-221-ol-222-ol-223-ol-224-ol-225-or-ol-226-when-using-online-services/) In Quicken Classic for Windows, go to Tools > Account List, find the T. Rowe Price account, and check the connection type shown in parentheses in the Transaction Download column.
10:11 AM | mark miller: no, thats not the issue
10:11 AM | Fin: Sorry it didn't work. You can rephrase your question or talk to our team.
10:11 AM | mark miller: team, can look at this https://community.quicken.com/discussion/comment/20557540#Comment_20557540?utm_source=community-search&utm_medium=organic-search&utm_term=trowe+price+brokerage
10:11 AM | Fin: Yes, I can look at that community post, but I can’t directly open cases or have our team review it from here. To get it in front of a specialist, the best next step is to submit it through Quicken Classic for Windows so they have your logs and screenshots: Help > Report a Problem, paste the link in the description, attach any screenshots, make sure all log options are checked, then Send. If you want, tell me what’s happening with T. Rowe Price Brokerage (and any exact error text), and I’ll help you write the description to include the key details. (https://www.quicken.com/support/search-opt/)
10:11 AM | Fin: Did that answer your question?
10:13 AM | mark miller: "you need login info"...which i don't, as able to access directly
10:13 AM | Fin: That “you need login info” message is expected for Express Web Connect and Express Web Connect Plus connections, because Quicken needs your bank website user ID and password to sign in on your behalf and download transactions. (https://www.quicken.com/support/how-quicken-connects-your-bank/) So even if you can log in directly on T. Rowe Price’s site, Quicken still requires those same credentials to connect. If you want to avoid entering bank credentials in Quicken, the only option is to switch the connection type to Web Connect (you download a .QFX file from the bank site and import it into Quicken). (https://www.quicken.com/support/why-dont-i-need-enter-my-bank-password-download-my-bank/) (https://www.quicken.com/support/how-do-i-change-bank-connection-method/)
10:13 AM | Fin: Is that what you were looking for?
10:13 AM | mark miller: no
10:13 AM | Fin: Sorry it didn't work. You can rephrase your question or talk to our team.
10:13 AM | mark miller: team, again
10:13 AM | Fin: Would you like me to connect you with a human agent? Or if you provide more details about what you need, I can try to assist you further.
10:13 AM | mark miller: YES, thats TEAM
10:13 AM | Fin: I'll connect you with someone from our team now. Meanwhile, could you share more details about your issue to help them assist you better?
10:14 AM | mark miller: no
10:14 AM | Fin: To better assist you, are you using Quicken Classic for Windows or Mac?
10:14 AM | mark miller: Windows
10:14 AM | Fin: To better assist you, may I have your first and last name?
10:14 AM | Fin: May I have the email associated with your Quicken ID?
10:14 AM | Fin: May I have your best contact number?
10:14 AM | Fin: One moment while I connect you to someone that can help! 😁
10:14 AM | Fin: The team will get back to you on this. Our usual reply time is under 2 minutes. You'll get replies here and to [Removed-Sensitive information]
10:14 AM | Jose from Quicken Classic: Hi, thank you for contacting Quicken Support, this is Jose. I'll be happy to assist you. Please allow me a moment to review the reason of your contact today.
10:15 AM | mark miller: various things on the forum about this ongoing issue, now in 5th week: Here's one: https://community.quicken.com/discussion/comment/20557540
10:17 AM | mark miller: heres' another but same issue..T.rowe price brokerage has now confirmed with Pershing (who they use to custody accounts) they have resolved their side..now its up to quicken authentication services to 'open up' theirs.
10:17 AM | mark miller: https://community.quicken.com/discussion/comment/20555417
10:21 AM | mark miller: so a open aggregation or credential-mapping issue between Quicken's connectivity provider and the NetXInvestor platform based on similar issues in the past (2022)
10:24 AM | Jose from Quicken Classic: based on the error Ol-330-B means that you are using direct connect that is using the bank servers to connect to quicken they are reporting issues with the ID or password if you already changed it and they tell you that is going to be fix in 2 weeks but that still not you need to contact t. Rowe Price brokerage again because it is an issue with the bank server we can not do any troubleshooting with that if this has to be escalate they are going to do it from there
10:26 AM | mark miller: i don't get that error, someone else did..i simply get login info required that 20555417 ticket references...
10:27 AM | mark miller: even one of your folks referenced that
10:29 AM | mark miller: similar/same problem as in 2022...https://community.quicken.com/discussion/7919027/netxinvestor-from-pershing-downloads-failing
10:30 AM | mark miller: also, FYI--all other accounts work/download from T.Rowe, its just brokerage..and thats the authenticaiton not working as its with Pershing
10:30 AM | Jose from Quicken Classic: NetXinvestor is not Quicken. You can connect them to Quicken, but I need to let you know it is not Quicken. The reference you are giving me is for a different financial institution called T. Rowe. Can you tell me what issue you are having so I can help you? Quicken has many financial institutions with different issues.
10:32 AM | mark miller: thats just the 'infrastructure' like plaid....Yes, specifically as i just wrote, T.Rowe Price (Brokerage--which is custodied by Pershing)....all other T.Rowe Price accounts work ......
10:33 AM | mark miller: Quicken → Aggregation Provider → Brokerage/NetXInvestor/Pershing → Account
10:33 AM | Jose from Quicken Classic: and what is the issue is there an specific error is not downloading is a password issue what is happened with your account
10:34 AM | mark miller: no, as i mentioned it simply says i need a login...when i put in my login (same one in vault and same one to login to the web) and then it comes back and asks for the login again
10:36 AM | Jose from Quicken Classic: ok if that is a login you need to contact the financial institution they are refusing what you are typing that is sensitive financial institution information you need to call them they may need to reset it or allow your access
10:36 AM | mark miller: 'they' aren't ...your aggregation service is...obviously it works because i can login with every other device
10:37 AM | Jose from Quicken Classic: we can see the login just for quicken not the financial institution
10:37 AM | mark miller: your not understanding the issue..can you escalate?
10:38 AM | Jose from Quicken Classic: we can not escalate if this is an issue with your bank credentials that has to be escalated from the financial institution not from quicken
10:39 AM | mark miller: its NOT. the issue most likely based on history, what T.Rowe is telling me, the community users and myself with over 20 years experience with Quicken and over 15 financial institutions doing downloads is Quickens Aggregation Provider
10:41 AM | Jose from Quicken Classic: if it is asking you to log in is not quicken you can try to deactivate the account and activate again but that is going to askyou for login credentials and that is the financial institution
10:41 AM | mark miller: i did...your still not understanding the issue..if you can't escalate, i'm done here..i'll file all this with the BBB.....its been 5 weeks with this issue (many users affected, T.Rowe knows about it, etc).....
10:48 AM | Jose from Quicken Classic: I was investigating for us to be able to escalate the process because with direct connect connection you still need to contact the financial institution. They need to escalate and give you a ticket number. With that ticket, we can see if there is something we can add from here, but you still need to get contact with T. Rowe first.
10:52 AM | mark miller: i have a old ticket....AGAIN..they said their side was resolved, waiting on Quicken (aggregation services)
10:52 AM | Jose from Quicken Classic: what is that ticket number and how old is that ticket
10:53 AM | mark miller: T.Rowes ticket referencing this issue is INC2443907 and its 3-4 weeks old...
10:54 AM | Jose from Quicken Classic: I need you to share the screen I need to take a picture of the issue
10:54 AM | mark miller: you won't see anything
10:55 AM | mark miller: you'll see the same screenshot as is in https://community.quicken.com/discussion/comment/20555417
10:55 AM | mark miller: with the "Activate onestep update"
10:56 AM | mark miller: you go 'next' it looks and comes right back to that screen
10:56 AM | Jose from Quicken Classic: https://community.quicken.com/discussion/comment/20555417 with this link I am still seeing that is an issue with the brokerage that does not help we need a picture for the issue to escalate to a higher level
10:57 AM | mark miller: look at the image...same one
10:58 AM | mark miller: there is NO error...put in credentials for the update..Quicken looks (aggregation services) then returns right back to that screen/form...
10:58 AM | Jose from Quicken Classic: it has to be from your computer we have process to follow to escalate and if you already have the ticket we need the picture we also need a picture from your welcome page in your bank browser
10:59 AM | mark miller: how can i send you the SAME screenshots?
10:59 AM | Jose from Quicken Classic: also I am checking here the same link and shows that issue has been escalate there is not an ETA we need to wait for this to be fix
11:00 AM | Jose from Quicken Classic: [Image]
11:01 AM | mark miller: look at the date and now re-read everything i've written...i'll wait
11:02 AM | Jose from Quicken Classic: yes it was escalated from quicken May 19,2026 with no ETA we need to wait
11:03 AM | mark miller: omg...dude...if you look in the ones i've sent..you will see MY and OTHERS responses since then...to restate, YES that was the status 2 weeks ago, NOW T.Rowe has indicted 'there side' is resolved and AWAITING Quicken/Aggregation services to 'open up' (ie. config. authentication services)....
11:05 AM | mark miller: exactly why i'm contacting you TODAY....so again, escalate or i'm done here as its becoming a big waste of time explaining this and the history....
Exported from Quicken Classic on June 9, 2026 at 11:06 AM America/Los_Angeles time PDT (GMT-0700)
Hi @Mark Veta, Thank you for sharing that update. We appreciate you taking the time to contact T. Rowe Price and relay the information back to the Community.
Since this is a Direct Connect connection, Quicken does not have access to T. Rowe Price's servers. Thank you again for helping keep the Community informed.@mark miller, we understand how frustrating this situation has been. I checked the internal ticket (CTP-17244), and at this time, there are no new updates available.
Because this is a known issue that is being addressed by T. Rowe Price, we will need to wait for a resolution from the financial institution.
Since you've already contacted T. Rowe Price, we usually recommend asking to speak with an online banking specialist.
When you contacted them, were you able to speak with an online banking specialist, or was your case handled by a front-line customer service representative? I look forward to your reply!
Carlos,
"Since this is a Direct Connect connection" - Not true for brokerage. Its custody is by Pershing Bank, there my understanding is the following:
The actual modern transport is typically not Direct Connect OFX anymore (No Cust. ID in Acct. Details). It’s usually:
especially after Pershing moved many firms away from legacy OFX.
T.Rowe as i noted, has confirmed resolution and indicates QUICKEN must do updates required, like:
What they (QUICKEN) need to do depends on where the break is/was. Given any interface change/update Quicken tech should have a ticket for this and be testing. I have yet to see a incident/ticket number regarding Quicken actually looking at this and status as it shouldn't be closed (Regardless of who has the issue) until its working for QUICKENS customers.
I just called T. Rowe Price to confirm the status of their ticket INC2443907. Their representative said it is still being worked, which is likely the standard answer they give non-tech-savvy customers. At least they didn't close the ticket and claim "it is someone else's problem."
I'd like to point out that this isn't just a technical exercise.
Multiple automated transactions have occurred in my TRP brokerage account since my last successful download in May. I am unable to fetch transactions or reconcile my monthly statement. I have resorted to paper, pencil, and Excel spreadsheet to track my accounts. This issue negates any value that Quicken normally provides.
By coincidence, my Quicken subscription expires on July 1. I won't be renewing until this is resolved. It won't hurt the bottom line of Aquiline Capital Partners much, but at least it is a minor protest.
I am getting a different answer from T.Rowe….Don't know why, but i called my advisor (who is able to get into more) and he said what i posted yesterday, they had resolved their side and was waiting for Quicken to do the changes they needed to for the authentication via Quicken Aggregation services. However, as i noted previously, regardless of 'which side' the issue is, Quicken should have a ticket and actively working this with updates until its customers regain expected functionality. Support is useless as i noted above and to have to do this level of work and post/search in forums is unacceptable. BTW..what are you switching to if one at all? Moneydance seems like a good option..what quicken used to be with one time licensing.
Yeah………………………….T. Rowe Price Brokerage now works fine again……………ABOUT TIME…………………HA HA……..Didn't work late last night, but now early am things are great. Thanks all of you on this message board who complained along with me. It took 1 month and 5 days,
but the squeaky wheel gets the grease as the say. Bye ya all
Yes! It is working for me, as well.
Thank you to those who participated in the "squeaking".
Yay!!! You guys as well…i 'bet' quicken finally got it in gear with the detail we have been posting! [Removed-Disruptive]
