Ameriprise Brokerage 133 Direct is broken

frgreen3's Avatar

frgreen3

14 Nov, 2021 09:52 PM

I can no longer download transactions from my Ameriprise account. It works flawlessly until sometime last week.
The following is the error message that I get:
There was an error communicating with your financial institution. The details of this error are below.

Bank Name: Ameriprise Brokerage 133 Direct
Account: AMERIPRISE (RRRRRRR)
Account Number: xxxxxxxxxxxx

A communication or parsing error occurred. This could be the result of a network problem, a proxy error, or misconfigured server.
Error Description: java.io.IOException: HTTP Error:403 Forbidden

I have tried to disable and reconnect the account. I have tried to connect a newly created account. Nothing appears to work.

  1. Support Staff 1 Posted by Maddy on 15 Nov, 2021 12:15 PM

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    Hi,

    We are sorry to hear about the problem you have encountered.

    Which version and build of Moneydance are you using?
    To check, open Moneydance and select Help --> About Moneydance, where the version and build number will be displayed.


    If you haven't already, you should try to recreate the connection with your bank. You will need to disable your current connection and then recreate it using the New Connection button on the Online Banking Setup screen. To do so, you can follow these steps:

    1. Select your bank account in Moneydance

    2. Select Online --> Setup Online Banking
    3. Click the "Disable" button. If you don't see this button, just close the window.

    4. Repeat the previous steps for any additional accounts at the same institution.
    5. Select Online --> Setup Online Banking (again)

    6. Click the "New Connection" button and select your bank and hit OK
    7. Continue with the setup process, entering your username/password


    Make sure you pick "New Connection", even though your bank is still one of the connection choices after you disable it. Choosing your bank from the long list of available banks will force Moneydance to download the updated information, which should then allow you to connect.

    Please let us know if you continue to have connection problems after recreating your connection and we'll troubleshoot further.

    --
    Maddy, Infinite Kind Support

  2. 2 Posted by frgreen3 on 15 Nov, 2021 05:29 PM

    frgreen3's Avatar

    Maddy,
     
    I am using version 2022.2 build 4060
     
    Disabled all Ameriprise accounts
    Tried to reconnect.
    There is no New Connection Button, just the list of connection possibilities. Choosing the Ameriprise Brokerage 133 Direct option starts to attempt to connect.
     
    Lists Account Name.
     
    Retrieves information from institution then gives the following error message:
     
    There was an error communicating with your financial institution. The details of this error are below.
     
    Bank Name: Ameriprise Brokerage 133 Direct
     
    A communication or parsing error occurred. This could be the result of a network problem, a proxy error, or misconfigured server.
    Error Description: java.io.IOException: HTTP Error:403 Forbidden
     
    However it then continues the setup and asks which account number to use. It has communicated something with Ameriprise because it lists the two sub-account numbers that are in the Ameriprise account.
     
    I choose one
     
    Setup finishes
     
    Attempting to download transactions results in the following:
     
    There was an error communicating with your financial institution. The details of this error are below.
     
    Bank Name: Ameriprise Brokerage 133 Direct
    Account: AMERIPRISE (Name Deleted in this email, is correct in error message)
    Account Number: Deleted in this email, is correct in the error message.
     
    A communication or parsing error occurred. This could be the result of a network problem, a proxy error, or misconfigured server.
    Error Description: java.io.IOException: HTTP Error:403 Forbidden
     
    Moneydance had no difficulties with this institution until very recently. It seems to have coincided with Quicken not being able to download (according to a web search). According to Ameriprise that issue was fixed. It is possible that the fix broke Moneydance’s communication or the original Quicken server error caused the communication error
     
    Strange.

  3. Support Staff 3 Posted by Maddy on 15 Nov, 2021 05:37 PM

    Maddy's Avatar

    The error 403 Forbidden is a general error and it could be due to a temporary disruption or even just routine maintenance at the bank's end.
    However, can you try completely resetting your connection to your bank and see if that fixes the problem you're seeing?
    To do this, you'll need to force clear the current connection information for your bank in Moneydance. I'm sending a file called 'remove_one_service.py_' that will help do that.

    Before proceeding, take a manual backup via File --> Export Backup.

    To use the .py file, first save it to your computer and then follow these steps:

    1. In Moneydance, select Window --> Show Moneybot Console
    2. In the window that opens, select 'Open Script' then navigate to the .py file wherever you saved it on your system.
    3. Select 'Run' to execute the file - you may need to drag the window to the right to reveal the button. Please note: you should not choose Run Snippet.
    4. You will be asked to select which connection you want to clear. Choose your bank, and click OK. You'll get a confirmation message when the connection has been removed. Close the window when done.
    5. Set up the connection to your bank like normal choosing the "New Connection" button. Since all of your settings have been cleared, you should get the most recent connection information for your bank.

    Hopefully, that will work. If it doesn't, please let us know and we'll continue troubleshooting.

    --
    Maddy, Infinite Kind Support

  4. 4 Posted by frgreen3 on 15 Nov, 2021 06:42 PM

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    The script appears to have cleared the communication error.
     
    Online setup seems to attempt to generate a connection. It shows this screen with a correct account number and a blank Broker ID. Filled in name. Process finishes up. Not connected. If I go to set up online banking the process starts from the beginning. No account information or disable button available.
     

     
    First screen after clicking on set up online banking.

  5. 5 Posted by frgreen3 on 17 Nov, 2021 10:12 PM

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    Are you still attempting to troubleshoot this problem?

  6. Support Staff 6 Posted by Maddy on 18 Nov, 2021 09:04 AM

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    Can you try upgrading to the latest preview version and let us know if this seems to fix the problem for you?
    Moneydance 2022.3 (4061) is now available to download from this page.

    Please keep us posted on your progress, Thank you!

    --
    Maddy, Infinite Kind Support

  7. 7 Posted by Charlie on 18 Nov, 2021 02:54 PM

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    Same problem with my Ameriprise accounts.
    The error started sometime after 11/04/2021.

  8. 8 Posted by avp2 on 18 Nov, 2021 05:17 PM

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    Just a user, What I see on build 4061 (for mac) in the Institution List window (the lower one you've shown) is two Ameriprise brokerage listings - type ameriprise to see.

    The online list window setup used to offer a drop down list of banks you already use (what Maddy was talking about when she said choose "new"), but that is now gone - a good thing. As a long time user of MD and OFX downloading, I have found that some banks change things that will cause a break more often than I would like. Bank security protocols seem to be changing even more these days than they used to. But have hope, IK has been pretty good at adapting to their changes -and, it might be just a temporary bank problem.

  9. Support Staff 9 Posted by Maddy on 18 Nov, 2021 07:04 PM

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    In addition to the suggestion avp2 made in post 8 of this thread I would like to confirm that the connection specialist has been looking into this as well and hopefully we will be able to provide a solution soon (if there is anything we can do on our end). Please be assured we will keep you updated.

    --
    Maddy, Infinite Kind Support

  10. 10 Posted by frgreen3 on 19 Nov, 2021 02:38 AM

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    Updated to version 2922.3 build 4061.

    Attempted to connect to an Ameriprise account. Same result as 15 November result.

    I have attached the relevant text from the Console Window.

  11. 11 Posted by Charlie on 19 Nov, 2021 02:24 PM

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    I contacted Ameriprise tech team and they are unaware of any current issues.

    MD 2021.1 (3069)

  12. 12 Posted by kilmuir5686 on 26 Nov, 2021 02:02 PM

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    This is an Ameriprise issue. There severs have been failing validation since 11/9. Please view the results on this website: https://www.ofxhome.com/index.php/institution/view/861

  13. 13 Posted by Charlie on 26 Nov, 2021 03:25 PM

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    kilmuir5686,
    Thanks for the info!
    I will forward to my Ameriprise rep and ask them to re-investigate.

  14. 14 Posted by Mark J on 04 Dec, 2021 02:05 AM

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    I'm getting the same problem. No word from Ameriprise on their status.

  15. Support Staff 15 Posted by Maddy on 06 Dec, 2021 12:19 PM

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    @All Can you try upgrading to the latest preview version, as this should hopefully fix the problem for you?
    Moneydance 2022.3 (4063) is now available to download from this page.

    I hope this information is helpful. Please let us know if you have further questions or need more assistance.

    --
    Maddy, Infinite Kind Support

  16. 16 Posted by frgreen3 on 06 Dec, 2021 05:09 PM

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    This still does not work. For one sub-account it gets to a page with an account number (which is correct) but no Broker ID number. Claims to be able to connect. Attempting to download just goes to the brokerage login page.

    The other sub-account seems to follow the same path, but does do anything when a download is requested.

    Can this be done using the advanced setup option with the appropriate OFX data?

  17. 17 Posted by peterk on 08 Dec, 2021 06:18 PM

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    Ameriprise OFX has been broken since mid-November and using moneydance+ via plaid also does not work for Ameriprise brokerage.

    I received the following from Ameriprise:

    The following aggregators have been approved to work with the secure site on ameriprise.com with your correct updated access information:

    * CashEdge (Total View)
    * PageOnce
    * Intuit
    * Mint
    * Yodlee #1
    * Yodlee #2
    * eMoney Advisor
    * Morningstar
    Ameriprise Financial currently provides clients with the ability to download accounts on the Ameriprise Brokerage Platform and Ameriprise MasterCard account information using Quicken software. For tax reporting purposes we offer downloads for TurboTax and H&R Block At Home software.

    We are unable to provide support to clients who attempt to aggregate Ameriprise Financial account information into other services. These services use their own protocol and software in their process; Ameriprise is not involved and is unable to support their processes. The secure site on ameriprise.com built-in password and authentication still applies when aggregators attempt to access our client's Ameriprise accounts.

  18. Support Staff 18 Posted by Maddy on 09 Dec, 2021 09:14 AM

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    Sorry to hear that the connection issues persists. I’m sorry to keep you waiting, but I’d like to run your query past the development team who may be able to provide further information.

    --
    Maddy, Infinite Kind Support

  19. 19 Posted by kd on 17 Dec, 2021 06:56 PM

    kd's Avatar

    I am also facing the same issue.
    Any resolutions? Is this a Moneydance specific issue?
    From the response peterk provided it seems other packages are working?

    * CashEdge (Total View)
    * PageOnce
    * Intuit
    * Mint
    * Yodlee #1
    * Yodlee #2
    * eMoney Advisor
    * Morningstar

  20. 20 Posted by Mark J on 27 Dec, 2021 11:57 AM

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    I also believe that MD is communicating with the Ameriprise OFX servers because I get the screen frgreen3 shows above with a good account number but blank "Broker ID". Am not able to get a good connection from that, however. What is the "Broker ID" supposed to be?

  21. 21 Posted by Cameron on 01 Jan, 2022 06:37 PM

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    This is broken for me. also. As noted above, seems to have started around 11/9/21 and other applications like Quicken were also impacted. However, Quicken seems to have solved the problem. This quicken community post references a new verification process:
    https://community.quicken.com/discussion/7901390/ameriprise-server-off-line-ol-294-a-error

    However, that can't be done from within the Ameriprise portal. Looks like it is done from within Quicken.

    Moneydance Support - When will this be fixed or a workaround provided?

  22. 22 Posted by Mark J on 04 Jan, 2022 01:33 PM

    Mark J's Avatar

    Re-asking for Moneydance support. It seems the Quicken process is just to "reauthorize" access via the Ameriprise site. Simple enough, but the blank "Broker ID" field seems to be preventing a connection. I've tried all kinds of numbers from my account and none seem to work. Any help, MD?
    Thanks.

  23. 23 Posted by peterk on 05 Jan, 2022 05:39 PM

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    If you check the moneydance error log in the .moneydance directory, you'll see that you received a forbidden error from the ameriprise server when requesting the OFX information. The window asking for the broker ID is the default window and will not connect to ameriprise.

    I've now been trying to connect to ameriprise via Plaid, but that is not working either with the really helpful error message: "Something went wrong"

  24. Support Staff 24 Posted by Maddy on 06 Jan, 2022 10:02 AM

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    @ peterk

    At this time, Moneydance+ does not support investment accounts. This is why you are receiving that error message. That being said, we are working with Plaid (the third-party aggregator that our Moneydance+ service uses) to enable this, but we can't speculate on when that will be released.
    I have flagged this thread now and you will be notified as soon as this feature becomes available.

    @All

    As for the OFX connection error, if all of you are still receiving the HTTP Error:403 Forbidden after recreating the connection, this quite likely means that Ameriprise are making some changes at their end. Our connection specialist is currently investigating this and we will post here as soon as we can provide more information.
    Have you tried contacting Ameriprise directly?

    --
    Maddy, Infinite Kind Support

  25. 25 Posted by Charlie on 06 Jan, 2022 04:48 PM

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    Earlier in this thread, Cameron hit on the problem.

    Ameriprise started an identity re-verification process. Quicken users have to go to www.ameriprise.com/quicken and log in. From there, Ameriprise establishes a 30 minute window where they look for the Quicken user to download their online financial activity. If the re-verification process is successful, Quicken will then be authorized for future downloads. This is intended to be a one-time process.

    I tried the above re-verification process, but Ameriprise did not recognize my Moneydance request and it failed.

  26. 26 Posted by Charlie on 06 Jan, 2022 05:39 PM

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    I contacted Ameriprise web support to determine if the ameriprise.com/quicken re-validation process would work with Moneydance. He suggested that it should. However, when I tried it, it failed.

    He also mentioned there was an Ameriprise\Quicken problem on November 9 where the users were told to reset their passwords in both Ameriprise and Quicken so they could re-sync and reestablish the connection token. I noted this was the same date that Moneydance account activity downloads broke.

    I used the "Forget online passwords" option in Moneydance (removes ALL account passwords) and when the next download process prompted for the password, all accounts except Ameriprise connected. My Ameriprise accounts did not ask for a password, but instead returned the 403 forbidden message.

  27. 27 Posted by peterk on 07 Jan, 2022 03:43 AM

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    This comment was split into a new private discussion: Ameriprise Brokerage 133 Direct is broken

    @Maddy It's disappointing that Moneydance+ does not support investment accounts. As for the OFX error: That appears to be an Ameriprise problem as it appears they shut down their OFX site. If you look at http://www.ofxhome.com/index.php/institution/view/861 you will see that it has been failing validation since 11/15/2021

  28. 28 Posted by dtd on 07 Jan, 2022 04:27 AM

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    just a user - @peterk,

    Moneydance+ does not support investment accounts at this time. This is probably the most active work effort for MD at this time, to support such. I want it very much for my Schwab investment accounts and am monitoring the progress closely. (Schwab has been broken since October 1)

    And yes I wish it were already done.

    Just fyi.

  29. 29 Posted by Mark J on 08 Jan, 2022 10:57 PM

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    @Charlie, I tried the same process to open the 30-minute window and then login, but I suspect that the Broker ID field being blank is causing failure. I've tried about every number in my account with no luck. MD--any help on what that Broker ID field should be? Thanks.

  30. 30 Posted by frgreen3 on 12 Jan, 2022 08:06 PM

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    The following information was received from my Ameriprise agent regarding downloading information from Ameriprise to Moneydance:

    “OFX is a language and we currently support multiple organizations that use the capability.

    SO – do we support MoneyDance?
    Short answer is – I’m not sure – we did block everyone in November after the brute force attack.
    After things were stabilized the group did enable Quicken, Banktivity and MNYINET.

    We would need the ofx logs and request headers to determine where this is coming in from.

    If it is currently “disabled” we would have to work with infosec and others to complete an impact assessment before we could re-authorize access.

    Client would have to work with the Moneydance to have that team investigate the error and engage us with the information if we are blocking the access.”

    He also received the following summary:

    After a recent attempt by bad actors to compromise our information security using third party tools, we shut down several third party integrations, pending security reviews of their software. As these parties reach out to us to re-establish connection, we’re completing security assessments and re-enabling on a case by case basis. We would recommend having your client submit a request to MoneyDance to re-establish their connectivity with Ameriprise and our internal team is prepared to partner on that request once received.

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