M&T Bank - can't even get my checking account setup - Add Account fails ??

Caryna

I have been trying for hours. I have had Quicken tech support look at this, and M&T Bank has looked at this. I cannot get my primary checking loaded onto Quicken. This needs to be escalated, or I need a full refund on this product. Can anyone help?

Ps56k2

just to clarify - always good to include....  What version -

Help --> About Quicken

Are you having a problem getting your M&T checking - Add Account - ?

What happens  - is this a normal checking acct - or one of the other accounts ?

Interesting that one of the M&T entries doesn't show up in the Add Account screen -
it is for the "investment" -

00788    00788    00788    M&T Bank Corporation    https://www.mtb.com/personal/Pages/Index.aspx    1-800-790-9130    https://onlinebanking.mtb.com/    ACTIVE        
INVESTMENT&WEB-CONNECT        
INVESTMENT&EXP-WEB-CONNECT   

14770    14770    14770    M&T Bank Direct Connect    https://www.mtb.com/personal/Pages/Index.aspx    (866) 791-0663    https://onlinebanking.mtb.com/    ACTIVE   
BANKING,CREDIT,ACCOUNTINFO,PAYMENT&DIRECT               

61626    61626    61626    M&T Health Savings Account    https://mtb.payflexdirect.com/    NA    https://mtb.payflexdirect.com/EmployeeLogin.aspx    ACTIVE                  
BANKING,ACCOUNTINFO&EXP-WEB-CONNECT  

41961    41961    41961    M&T Mortgage Corporation    https://www.mtb.com/banking/    (800) 724-2440    https://onlinebanking.mtb.com/    ACTIVE                   BANKING,ACCOUNTINFO&EXP-WEB-CONNECT  

02185    02185    02185    M&T Securities, Inc.    https://www.mtb.com    800-724-7788 Mon-Fri 8:30-5:00    https://www.mtb.com    ACTIVE    INVESTMENT,ACCOUNTINFO&DIRECT                 

Ps56k2

ahhh... ok - I see you have also posted the same problem over there - 
re-read my edited posting above -

https://community.quicken.com/discussion/comment/20069003/#Comment_20069003

Caryna

I have seriously tried everything. After many hours of talking to Quicken and to M&T, I am ready to throw in the towel.

I have the very latest version of Quicken downloaded. I haven't been able to do anything, yet. I am completely new. Not even started...can't get it to work at all.

Is there actually a Chat service? I keep trying to find that option, but that seems to be fake as well.

Looking into cancelling at this point. Even that looks like a total pain. Hoping the scheduled call for Tuesday will finally bring some relief to this Quicken Hell.

This product has really gone downhill. Sad.

Caryna

I do the only option that is available to me, the M&T direct connect.

Quicken shows my checking account # and my two lines of credit #'s backing the checking.

No data.

There is some error message.

I've asked both Quicken and M&T bank. M&T says that Quicken has issues with complicated passwords, so I dumbed down my password. I'm at wit's end.

Ps56k2

Caryna said:

I have seriously tried everything. After many hours of talking to Quicken and to M&T, I am ready to throw in the towel.

Sorry you are having a bad experience

..... so - you have downloaded Quicken - ...
since we are not looking over your shoulder,
and don't know what other conversations you have had...

1 - What version - Help --> About Quicken

2 - You try the Add Checking Account, like I show - and what exactly happens ?
you enter your M&T user ID & password - and what happens ?

3 - Is there anything special you have to do on the M&T website to allow ANY outside 3rd party access to your banking accounts - some banks do - ?

Ps56k2

Caryna said:

I have seriously tried everything. After many hours of talking to Quicken and to M&T, I am ready to throw in the towel.
Is there actually a Chat service? I keep trying to find that option, but that seems to be fake as well.

BTW - just to clarify - we are mostly peer level customers & fellow users here -

go to --> quicken.com --> at top - click Support - scroll down -> Contact Support -

click on --> Talk to Support - CHAT NOW or Call Now

Ps56k2

Caryna said:

I do the only option that is available to me, the M&T direct connect.

Quicken shows my checking account # and my two lines of credit #'s backing the checking.

No data.

There is some error message.

Just trying to follow along....

What does this mean -
WHERE is this showing - when you try to Add Account ?
Quicken shows my checking account #
and my two lines of credit #'s backing the checking.

And the Error Message would be ..... WHAT IS IT ?
There is some error message.

If it is showing your checking acct numberr AND your credit card number,
then you have successfully connected between Quicken & your bank -
That is all that is happening here - the connection - no data is shown...
SO.... what happens next with this "Error Message" ?

JB Pickle

I know the question is old - but the simplicity of the password seems to be correct. DC was working but when I changed passwords, Quicken did not like the special character in the bank password. When I changed it back, it synced right up.