Suntrust/Truist Divesting My Bank Account

As part of the Suntrust/BB&T merger my bank accounts are being sold to First Horizon. The change is supposed to happen next month. After the change happens, should I be able to update my existing accounts in Quicken to download from First Horizon? I want to keep all of the transaction history in the same accounts rather than start new accounts. Of course I will backup all of my data prior to the changes.
Quicken for Windows Premiere
Always the latest version

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Answers

  • David Green
    David Green Member ✭✭✭
    thanks. I would not have removed the old account number. I am familiar with linking vs adding during the reconnect. Also before I make any changes I'll look at the accounts at the new bank online to verify things, They say none of the transaction history will move over.
    Quicken for Windows Premiere
    Always the latest version
  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
    The theory behind my method is that, from your perspective, it's all the same account ... it's just being held at a different place.
    IF you want to record that switch-over, record a $0 transaction with info in the Payee and Memo fields.
    Q user since DOS version 5
    Now running Quicken Windows Subscription, Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • David Green
    David Green Member ✭✭✭
    I don't need to record the switchover, I just want to do it without messing up any of the data.
    Quicken for Windows Premiere
    Always the latest version
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