How do I change a checking account from web connect to direct connect?

Question

My CU does both (Hughes federal Credit Union [ your listing Hughes FCU WC-NEW]) but I can not seem to get it to change from web to direct.

Chris_QPW · Accepted Answer

Looking at the possible choices in the advances setup of an account (shown in the screenshot below) there seems to be a Hughes FCU DC - New.  Why they would separate that off from the Web Connect is a mystery to me, but it seems like what you need to do is deactivate from Hughes FCU WC-NEW and change the financial institution to Hughes FCU DC - New

To do deactivate right click on the account in the account bar and select Edit/Delete Account -> Online Services tab -> Deactivate.

Do that for all the accounts you have and then go back to the same spot and setup again, making sure to link the correct account(s).

Sherlock · Accepted Answer

I suggest that you deactivate the Online Services of all of the registers associated with the financial institution and clear the financial institution name field on the General tab.  After you have deactivated the Online Services of all of the registers associated with the financial institution and cleared the financial institution name field,  select Tools > Add Account..., and use Hughes FCU DC -NEW as the financial institution name, Quicken should provide the list of the accounts and allow you to link them to the existing registers.