catwoman_il Posted August 4, 2013 Share Posted August 4, 2013 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? Link to comment Share on other sites More sharing options...
mruss70 Posted October 9, 2013 Share Posted October 9, 2013 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. Link to comment Share on other sites More sharing options...
djakober Posted October 10, 2013 Share Posted October 10, 2013 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. Link to comment Share on other sites More sharing options...
garzajm Posted November 16, 2013 Share Posted November 16, 2013 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. Link to comment Share on other sites More sharing options...
David Corzo Posted February 4, 2020 Share Posted February 4, 2020 Hi, I'm a new user My current bank is BB&T. When the software is downloading all the financial institutions, I can see BB&T being downloaded, but after all the banks are downloaded, from the list now added BB&T is not among them. Please help Best David Link to comment Share on other sites More sharing options...
Dezra Posted March 24, 2020 Share Posted March 24, 2020 I am a new user as well! My banks are Citizens & Chase and I have gotten an error message suggesting that either my password, routing number or login may not be correct. They are entered correctly but I have not been able to retrieve any information form either bank. Would appreciate any help or suggestions. Thanks Link to comment Share on other sites More sharing options...
QknH8r Posted April 5, 2020 Share Posted April 5, 2020 (edited) This seems to be a common problem... also reported in thread entitled FINANCIAL INSTITUTION by user DMEREPAIR (and I replied there too). For me, this (same) problem is with accounts at both JP Morgan Chase Bank and SunTrust. Both almost instantly give me the error that my Financial Institution has rejected my logon and my ID or PW must be wrong (they aren't). I'm a brand new MoneyLine user trying it out as I search for a replacement for my (expiring) Quckn 2017, now that the people at Quckn want to charge me for an ANNUAL subscription fee that is more than I paid for my 2017 version (I suspect there will be a lot of users like me). I am also a "Personal Use" user (the free ML version with the SETUP file named mlsetupfree.exe), and the software is almost behaving like I need to register something before it will work or unlock the RETRIEVE function to download transactions (pure guess... that's just what it acts like, but probably not the real problem). If I can't crack this simple problem, ML is of no use to me. Otherwise, the product LOOKS like it will do everything I need since I never really used most of the complex Quckn functions anyway... I just want a good Check Register program that can download transactions and reconcile my accounts every month. Edited April 5, 2020 by QknH8r specify install filename mlsetupfree.exe Link to comment Share on other sites More sharing options...
GR8RYD Posted March 3, 2021 Share Posted March 3, 2021 I am also a new user to MoneyLine Personal Finance Software trying to get ML to retrieve transactions from my Chase Bank Checking and Savings accounts. Have you gotten any success or did you find a replacement program that you are using? Link to comment Share on other sites More sharing options...
IKE3360 Posted April 17, 2022 Share Posted April 17, 2022 Hello. I am having the same problem for BoA. Is there a weekend/holiday unavailability? Link to comment Share on other sites More sharing options...
dhast1687 Posted May 2, 2022 Share Posted May 2, 2022 I am in the same situation as everyone else (see history)... my bank routing and acct # are correct, as is my password and i get error that Financial Institution is not working properly. (What does that mean, as I've contacted them and all is accurate as noted here). Why is it taking NINE years to correct a KNOWN issue, or respond with a fix or that its being worked on. Is there additional banking information needing to be input somewhere else in the software? I bank at Scott Credit Union (scu.org). Link to comment Share on other sites More sharing options...
HackerDaGreat57 Posted May 9, 2022 Share Posted May 9, 2022 It looks like they are getting to it. There is a new macOS release 5.00, check it out. (Version logs link) Link to comment Share on other sites More sharing options...
dhast1687 Posted May 12, 2022 Share Posted May 12, 2022 I currently have v4.02 (purchased Mar 2022). Is the Windows version link (not macOS) supposed to upgrade, or ?? When I click it, I'm still seeing 4.02, not the 5.00. Link to comment Share on other sites More sharing options...
n1x1 Posted November 16, 2022 Share Posted November 16, 2022 Hi @dhast1687, The latest version for macOS is 5.00 and the latest Windows version is 4.02 at this moment. Link to comment Share on other sites More sharing options...
dhast1687 Posted November 17, 2022 Share Posted November 17, 2022 So, it's still an issue, at least with the current Windows version. 🙄 Link to comment Share on other sites More sharing options...
MakubX Posted November 17, 2022 Share Posted November 17, 2022 If you are able to send a support ticket for this , it would help the developers release a fix sooner: https://www.nch.com.au/support/supportcontact.html Link to comment Share on other sites More sharing options...
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