Connecting to Bank of America cannot find a HELOC shown in BA's web page

Question

When I press the "Connect" button after entering my credentials for BA accounts, 3 accounts are shown but the 4th, a HELOC with zero balance, is not listed.  All are listed on the BA web page when I use the same credentials to access their web site.  How do I add the account so that it will receive any future updates?  I do receive sporadic statements from BA for this HELOC.

Roger M · Accepted Answer

Not all financial institutions allow downloading of loan accounts into financial software.In that case, it's best to add the HELOC account manually, and track it against your statements.

mshiggins · Accepted Answer

From C. D. Bales:There is no guarantee that you will be able to download every account you have at every financial institution.

I once had a CD at Bank of America, but at that time BofA did not provide downloads for their CD accounts. I'm guessing they still don't.

My guess is that heloc accounts would be among the least likely candidates for downloading.

Try opening the heloc account at the BofA website and looking for a "Download" button. On my BofA checking and savings accounts that "Download" button is on the row just above the list of transactions for each account. "Download" has a dropdown which offers Web Connect and QIF file downloads which Quicken can use (Excel and text formats are also offered).