I can not sucessfully complete a "One Step Update"

TexBob35

It's been about a year now since I last asked for help on this matter. To say I was not treated kindly minimizes the answers I received. However, I'm a a glutton for punishment, so why not try again. A year or so ago when USAA Financial Services Bank altered their sign in procedure to include obtaining a special code via text. Since then I have been unable to update using the one step link. The response has always been, and continues to be that my ID and/or PW are incorrect. This is not the case. It is the one time code system that USAA initiated that Quicken is encountering. My question then, as it still is, has Quicken developed a way to deal with this? To be more direct - how can I effectively use the One Step Update system Quicken has with my USAA Financial Services Bank?

jrich75

USAA has changed to a Direct Connect connection method.  The DC method uses the member ID and pin for access (not the normal user ID & password used to access USAA.com).  The DC login does not require the one time code.  If you search on the USAA site for Quicken you should be able to find additional details.  One specific item is the member number needs to be 8 digits so add leading zeros if your a long time member.
NOTE: If you are talking about investment accounts they have been transitioned to Schwab (I believe).  So accessing them requires changing the Financial Institution.

jrich75

USAA has changed to a Direct Connect connection method.  The DC method uses the member ID and pin for access (not the normal user ID & password used to access USAA.com).  The DC login does not require the one time code.  If you search on the USAA site for Quicken you should be able to find additional details.  One specific item is the member number needs to be 8 digits so add leading zeros if your a long time member.
NOTE: If you are talking about investment accounts they have been transitioned to Schwab (I believe).  So accessing them requires changing the Financial Institution.

TexBob35

Thanks for the response, I'll try again later today.