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Yesterday I finally called my brokerage firm to see if they could help me fix my OL-297-A problem. The first thing we did after going over the basics was to update the ofxroots.crt file using the instructions from the Intuit web site, http://web.intuit.com/support/quicken/ofxroot.html.

I know I updated the ofxroots last month using this procedure but this time I got different results. My bank and Discover card were now working. The brokerage account was still not working but the problem was reduced to my brokerage account. The good news was that I had the brokerage tech support person still on the phone. The next thing we looked at was the Advanced settings under Internet Options for IE. He asked me if SSL 3.0 was enabled. He knew that their website used SSL 3.0. SSL 3.0 was enabled but I noticed that SSL 2.0 was disabled. So we decided to enable it. This time Quicken connected with the brokerage firm and downloaded the transactions.

Now that I think about it, I probably disabled SSL 2.0 back in March. I seem to remember some security folks were recommending disabling SSL 2.0 to strengthen browser security since “everyone” support SSL 3.0. I guess the more complete answer will take some more research but Quicken 5 requires SSL 2.0 to be enabled so that it can download transactions from my brokerage account.

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