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catwoman_il

Retrieval from financial institution

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When I tried to retrieve information from my financial institution, I get an error message that my financial institution won't communicate. The error I get:

 

"Financial l institution is not working properly

 

Your financial institution returned an error upon attempting to connect

Signon invalid (ERROR) "

I called my bank to double check on their username and password for the institution. They said it was the same as that for Quicken. If not, then my username and password for signing in to my bank account online. I used Quicken years and years ago (I may have had a different email address at that time; I may have had a different bank name at that time [by bank is changed names three times or more since I started my account]; I know I had a different computer at that time. I don't remember my Quicken sign on or password, and I tried those for my bank account online, and they don't work. Any suggestions?

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I use Wells Fargo Bank and I can not get the Retrieve from Financial Institution to import anything. All I get is a blank screen. No errors or anything. The popup comes up but no transactions are in there. I know there should be but nothing.

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Catwoman - the first step is to confirm the username with your bank and get the password changed to something you know is correct. Each bank is different but in many cases nowadays it is the same username and password that you use to log into your bank accounts online over the Internet. Having the accurate information should at least get you past the signon error. Mruss70 - it could be as simple as setting the last retrieval date under Accounts > View > Edit for whatever account you have setup with online access. By default I think the retrieval date is set to todays date when you setup online access. If there are no transactions found posted from that date forward, you would not get any transactions - I guess an empty transaction list? (although there should be a message - I will have to check with development). Try changing the date to a week or 2 back where you know you have posted transactions. If you don't get additional help from our customers here, please use our formal NCH Technical Support.

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Im setting up my financial institutions too, and i get the same message as cat woman_il... My banks are Chase Bank and Frost Bank. You may want to check with your development team, because it doesn't work, or let us know the fix.

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