Can I skip an account that has 2nd level verification during updates?

John44

While updating accounts Lord & Taylor asks “would you like to receive one time code to continue” (yes or no). Replying YES goes on for the 2nd level verification and works fine, but when I reply NO I get a server error. I’m assuming NO means skip this account and continue on. What does NO really mean? I would like to skip the account when I know the account has no activity.

Chris_QPW

I suspect that Quicken has no idea what question is being asked by your financial institution, it just posts it to you, forwards your response to the financial institution.  And as such it expects that after that exchange it can go on with the retrieving of the transactions part of the process, but that fails.

John44

I suspect that you are right.
Do you know why when selecting to update a single account it still updates all accounts?

Chris_QPW

John said:

I suspect that you are right.
Do you know why when selecting to update a single account it still updates all accounts?

It was most likely done as an "optimization".  In general most financial institutions require just one login to access all your accounts because they are under the same username/password.  Since this can take quite a bit of time, sometimes much more than even getting the transactions.  So the flow is log in, download transactions from all accounts, log out.

With 2FA thrown into the mix it can get "strange".