Recently Columbia Threadneedle updated their website logon with separate logon for professional investors & individual investors using 2 web page addresses. I've been able to download previously with problem for years. I can go to the correct login page & log in to my accounts just fine. I'd like to get back t obeing able to do direct downloads vs manually entering transactions.
There was a earlier series of posts on the get satisfaction site about this but its now been 7 months & nothing has been updated.
I set up a logon on the get satisfaction site to post this question & was advised to use the report a problem from the help drop down menu. I am using Quicken H&B 2017 with most current program update but I am not given this option.
"Columbia Threadneedle Investments" is identified as supporting the "Direct Connect" connection method. If you haven't already, I suggest refreshing the financial institutions profile
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dectivating the "Online Services" of the accounts associated with the financial instituion and reactivating the accounts
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If the issue persists, contact the financial institution.
Thanks for the reply. I already done both of those things several times on 2 different computers before posting. I also tried adding it as a new account. There is only 1 financial institution choice listed. Quicken come back with go to web site to sign up for a log in
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This is the financial Professionals site. I can change it on the web to the individual investors site & log in but not through quicken.
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So if the until Quicken adds a 2nd financial institution for Coumbia Threadneedle as individual investors there doesnt seem to be any options.
Contacting the financial institution doesnt help. They have said to be sure to update your bookmakrks etc as we have updated our website.
If your financial institution chooses not support a connection method to Quicken for their individual investors, I suggest you either continue to maintain the account in manually or you find another financial institution.
logon for professional investors & individual investors using 2 web page ad dresses.
the correct login page & log in to my accounts just fine. I'd like to get back t obeing able to do direct downloads vs manually entering transactions .
is but its now been 7 months & nothing has been updated.
advised to use the report a problem from the help drop down menu. I am usi ng Quicken H&B 2017 with most current program update but I am not given thi s option.
For anyone else who might have this issue. I did contact the Brokerage who then checked with their IT people. They said everything was fine. But the customer service rep said another client who had the same issue was able to get it to work by using all lower case for the log in ID. I tried the same which was a total opposite since the ID issued to me by them was all caps. But it did work!
I don't have an answer for that. If I click to go to the web site from with in quicken program (& it's same if not in program) it takes me to the web s ite for financial investors.I did try typing the user ID in either all caps as originally did previously with quicken for years or all lower case wont let me login. It says to go to another web page for personal investors.
I don't have an answer for that. If I click to go to the web site from within quicken program (& it's same if not in program) it takes me to the web site for financial investors.
Your financial institution is providing invalid url information to Quicken.
But you can workaround that, if you know the correct url.
In the Edit Account Details dialog for the account are several boxes for entering urls for the financial institution. Though the boxes have names, you can put any url in any of those boxes, then click the Go button for that url, and Quicken will take you to that web site.
Since you seem to know the url you want, just key it into one of the "xxxxx page" boxes in the Edit Account Details dialog, and click Go beside that box to get to the correct web site.
Understand though: any url that you can see in Quicken (without looking in one of the Log files) is unlikely to be the url that Quicken uses for downloading.
The url Quicken uses for Direct Connect downloads is not visible anywhere in Quicken.
The url Quicken uses for Express Web Connect downloads is sometimes the same as the url for Web Connect logons. But when it's not (when the financial institution provides a special url for Express Web Connect downloads), that url is not visible in Quicken either.
The url for Web Connect downloads is usually visible in Quicken ... but Quicken is not involved in logging on for Web Connect downloads: all the logging on for Web Connect downloads is done by the user.
This is a four year old problem that was never a Quicken/Intuit problem; I don't how/why you would "still" be having this problem.
Quicken, Inc. has a powerful interest in their customers having a positive experience with the Quicken product; thus Quicken, Inc. has every reason to do whatever they can do to help overcome problems between Quicken and the financial institution ... even problems that are solely caused by the financial institution.
But: Quicken can NOT "fix" errors caused by financial institutions - nor does Quicken have any meaningful leverage with the financial institutions. The financial institutions are Quicken "customers"; and most often, reluctant customers who would prefer that none of their customers used products like Quicken. Quicken users are typically a tiny fraction of the users of any given financial institution, but offering downloads to Quicken can be costly for the financial institution.
I believe that Quicken, Inc. does everything they are capable of doing to resolve, or aid in the resolution of, problems involving exchanges between Quicken and the financial institution. But if the financial institution can not, or will not, do its part; Quicken is helpless to change the outcome. In those cases, it is up to the Quicken user to contact their financial institution to provide whatever limited pressure they can provided to get the problem addressed.
[In some cases, users may need to contact Quicken Support to get some guidance regarding the responsible party. Quicken is not likely to point any fingers - since the financial institutions are customers of Quicken, Inc - but Support may be able to convey a Quicken user's problem to Intuit (who is still often involved in Quicken downloads). In that situation, the user will probably just have to wait to see what happens - very little likelihood that Quicken or Intuit will respond back to the user directly.]
[The Quicken Community
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may also have information about specific problems with specific financial institutions. Sometimes there will be "Alerts" about a problem, and there may also be "Discussions" on the same problem.]
Unless you can provide verifiable evidence that your problem is fixable by Quicken, I think you're wasting your time publishing in forums like this.
With the above in mind; if you want help addressing this type of problem, at the very least you need to provide the following:
- the Quicken Edition (such as Deluxe, Premier, etc.),
- the Quicken release you're using (in the form Rnn.nn),
- the Quicken account type (checking, credit card, investment, etc.),
- the "Quicken" financial institution name (as found in the "Edit Account Details" dialog for each Quicken account - a real-world financial institution can have multiple Quicken name options),
- and the Connection Method (Web Connect, Express Web Connect, Express Web Connect +, or Direct Connect - also found in the Edit Account Details dialog).
You should also include what steps you have taken to resolve the problem and the result(s) of those steps.
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