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

plbersbach

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

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

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.

NotACPA

Where did you get the info that your CU supports both?  And, is the full name "Baker Hughes Federal Credit Union" or Baker FCU?

But, I don't see where either supports Direct Connect.

Baker Hughes Federal Credit Unio    http://www.bhfcu.org/    N/A    https://www5.homecu.net/~bhfcu/mindex.html    ACTIVE                   BANKING,ACCOUNTINFO&EXP-WEB-CONNECT    NOT_QBP    NA

Baker's FCU    http://bakersfcu.org/    N/A    https://www.cusa-hfs.com/hfs/svc/bakersfcu/account/summary.jsp    ACTIVE                   BANKING,ACCOUNTINFO&EXP-WEB-CONNECT    NOT_QBP    NA

Ignore the above, I originally found the wrong CU.

Hughes FCU DC -NEW    https://www.hughesfcu.org/    520-794-8341    https://www.hughesfcu.org/    ACTIVE BANKING, ACCOUNTINFO, PAYMENT&DIRECT                   NOT_QBP    NA

Hughes FCU WC -New    http://www.hughesfcu.org    1-800-253-8245    http://www.hughesfcu.org    ACTIVE         BANKING,CREDIT&WEB-CONNECT              NOT_QBP    NA

Based upon the above, you need to change the name that you're using for the CU.

You MIGHT also need to contact the CU to "turn on" Direct Connect from their end ... and they MIGHT  have a monthly charge for using DC.

Chris_QPW

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

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.

plbersbach

using the Hughes FCU DC -NEW one looks like it will work (WC= web connect DC= direct connect). But I have to get the CU to add the app to my accounts so I can approve the use. Right now that may take a while as we have this virus (medical) going around. Thanks for you help to all.