BMO connection

rajarajan31
rajarajan31 Member ✭✭
edited September 26 in Adding and Updating Accounts

For the last 2-3 days my BMO accounts (checking and credit card) stated "We are unable to connect to BMO U.S. at this time." I tried disconnecting and reconnecting and that led to my previous accounts showing as disconnected and 2 new accounts popping up that were active but not cleaned up with my rules or edits. In addition, my recurring bills and subscriptions disappeared and had other be reset. What is happening and can this be fixed? I'm tired of constant disconnections with BMO, Fidelity and TIAA. At any given time 3-7 accounts have connection issues.

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  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    @rajarajan31, thanks for posting to the Community with this issue!

    When viewing your connection attempts from our end, I see successful connections with BMO U.S. Can you provide a screenshot of the error you're receiving in Quicken Simplifi, please?

    Please also follow these steps to establish a completely fresh connection with the bank:

    1. Make all of the accounts with this bank manual by following the steps here.
    2. Once you see the account(s) listed in the Manual Accounts section under Settings > Accounts, go back through the Add Account flow to reconnect to the bank.
    3. If the connection is successful, carefully link the account(s) found to your existing Quicken Simplifi account(s) by following the steps here

    Let us know how things go!

    -Coach Natalie

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