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

Caryna
Caryna Member
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?

Comments

  • Ps56k2
    Ps56k2 SuperUser ✭✭✭✭✭
    edited February 2020
    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                 


    Quicken 2020 Deluxe - Subscription - Windows 10
  • Ps56k2
    Ps56k2 SuperUser ✭✭✭✭✭
    edited February 2020
    ahhh... ok - I see you have also posted the same problem over there - 
    re-read my edited posting above -

    Quicken 2020 Deluxe - Subscription - Windows 10
  • Caryna
    Caryna Member
    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
    Caryna Member
    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
    Ps56k2 SuperUser ✭✭✭✭✭
    edited February 2020
    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 - ?



    Quicken 2020 Deluxe - Subscription - Windows 10
  • Ps56k2
    Ps56k2 SuperUser ✭✭✭✭✭
    edited February 2020
    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



    Quicken 2020 Deluxe - Subscription - Windows 10
  • Ps56k2
    Ps56k2 SuperUser ✭✭✭✭✭
    edited February 2020
    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" ?

    Quicken 2020 Deluxe - Subscription - Windows 10
  • JB Pickle
    JB Pickle Member
    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.
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