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Quicken Classic for Windows
Errors and Troubleshooting (Windows)
Pin change required for activation of Direct Connect to USAA
Kedanea
:s So, I've tried to read all the related conversations, and I keep seeing the same answer posted but it doesn't resolve the issue. A few months ago, I had to switch from Direct Connect to Express Web Connect to resolve some issues downloading. Then, USAA stopped allowing downloads using express web connect during the quick-update. I've tried reactivating Direct Connect, since USAA says it no longer supports Express Web Connect. However. Quicken keeps trying to force me to change the PIN for USAA and then errors out trying to connect. The answer I keep seeing in conversations is that you don't think USAA requires a PIN change.. but your software keeps trying to force one.. so which is it? How do I get around it? Is there some setting that I am missing - either on USAA or in Quicken?
I've been able to 'fool' quicken into downloading the transactions by Adding a new account and then just linking it to the old one, and by going to the failed account and asking it to update just that account, but eventually, this is going to catch up with the updates and that won't work anymore, so how do i change my connection if it won't let me continue to use my old PIN? :(
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Accepted answers
jrich75
I retrieved some USAA documents this AM and had a couple other thoughts:
The member number has to be at least 9 digits. Mine is only 7 so I had to add a couple leading zeros to mine the make it work for Direct Connect.
Also, fi you haven't done so recently, you could try logging on the USSA's web site to change your pin before trying to activate (Profile & Preferences, Security). USAA now has Multi Factor Authentication which wouldn't normally affect Direct Connect but may come into play during activation.
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jrich75
I can't tell from your post but are you using your
USAA member number
and pin as your Direct Connect log in credentials? This is different from the normal user ID and password for their normal web site. Just checking to be sure.
Kedanea
Yes, I am. The activation set-up still tries to make me change my PIN, and then errors out.
jrich75
I retrieved some USAA documents this AM and had a couple other thoughts:
The member number has to be at least 9 digits. Mine is only 7 so I had to add a couple leading zeros to mine the make it work for Direct Connect.
Also, fi you haven't done so recently, you could try logging on the USSA's web site to change your pin before trying to activate (Profile & Preferences, Security). USAA now has Multi Factor Authentication which wouldn't normally affect Direct Connect but may come into play during activation.
Kedanea
The leading zeroes bit did the trick. Thanks for the tip.
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