All USAA accounts NOT appearing when doing new setup process - Savings missing, can't add separately

amaneta

I completed the NEW USAA Direct Connect process successfully for 2 of my 3 USAA accounts. When I get to the page where it lists the "found" accounts, it says only 2 accounts found (credit card and checking). My savings account is not listed as "found". I have linked the 2 "found" accounts successfully, but if I try to repeat the new setup process, I get a message that says "You have no more accounts at USAA Federal Savings Bank - New to activate". How do I get my savings account connected to Direct Connect again? (All 3 accounts worked before the change.) Also, I understand this may be a USAA problem and not a quicken problem...just wondering if others are experiencing it.

JohnBeng

I've had exactly the same problem for weeks now, have tried repeatedly (again just now). All my USAA accounts except Savings are working great. But Savings never shows up when I go through the add account process.

JohnBeng

P.S. I just noticed this is in a "Mac" section of the community. I'm on a Windows 10 PC, but am having exactly the same problem.

System

This discussion was created from comments split from: All USAA accounts NOT appearing when doing new setup process - Savings missing, can't add separately.

JohnBeng

I went through the process of repointing all my USAA accounts to "USAA - New" recently as required to support continued transaction downloads. 5 of my USAA accounts came over just fine and continue to work perfectly. But my Savings account has never appeared in the "New" account list from USAA, so I've never been able to configure it for downloads. Have tried repeatedly for weeks, again just now, still not working.

Quicken Francisco

Hello @amaneta

Thank you for reaching out on the community and telling us about your issue. I do apologize in the issue you're having. That is odd I'm wondering where exactly the issue is. I believe in this case it might help trying to see on a test file if we have a similar issue. This will give us a better idea of where exactly the issue is. I'll leave steps down below.

File > New > start from scratch > default categories > don't sync to mobile and web.

You'll want to also make sure you use direct connect when setting up the account as well. You can do so by clicking options when you're looking up the FI and selecting direct connect.

Once you get the chance let us know what you're able to find out. From there we'll see what we able to find next.

Thanks,

Quicken Francisco

Chris_QPW

This problem has been reported quite a few times (at least in the Windows threads), it is most likely part of the USAA problems that USAA will need to fix.

EDIT note didn't want to take away from the trying a new data file, it might help for figuring out the problem.

Kent Kester

Same problem for me (using Windows 10 version). This has been reported many times since the change in USAA in January yet there appears to be no solution.

Kent Kester

I tried using a test file--didn't work.

Zookie

This is a ME TOO post.
I also have this issue after moving to the "USAA...- New" access method.
Using Windows 10 and latest Quicken update.

I successfully obtained the Access ID and PIN. When I enter the Access ID and PIN, the window closes after about 3 seconds. I am never presented with a list of my USAA accounts (I only have checking). So, I am not able to reconnect or download the checking account information. No error message is ever displayed.

I have verified that my online USAA security profile shows Quicken as a "Connected App" (the current date is shown for the last access).
I did use the Advanced option to select Direct Connect. Shouldn't that be the default?

dickmalla

Same problem. Trying to add USAA as new account as recommended by quicken. when all appropriate actions are taken, my USAA Account does not appear. The account that does appear is not mine nor is it a USAA Account but rather a Verizon Signature account that is not mine. What a mess.

Wings

Same problem in Windows 10. I can link all accounts except Savings. Does not show in list of available accounts. Tried many times

jamesdn

Same problem. Actually this has been going on for me for a long time prior to the USAA server change. In fact it was happening when I wasn't even using Quicken. No resolution.

jamesdn

Actually there is a resolution for me anyway. I discovered from another posting that USAA will change your account status to inactive if you don't do any transactions over a period of time. Interest transactions don't count. I did a transfer into my savings account from checking and after a day when the transaction status changed from pending the account magically appeared and was available to connect in Quicken.

mrooney

So, I tried yet again to get USAA to download. I double checked to be sure I could still login and went through the special procedure for a new username and PIN solely for Quicken access to USAA. Then I copied and pasted that username and PIN into the set up download window in Quicken. Quicken went away and then returned with the attached. 

Frankly this alert message needs to be reworded. It is unclear what it is trying to say. I am unable to get Quicken to download any transactions from USAA. The alert seems to say I am able to download transactions. 

This is a circular system with no way out. How does the user get Quicken to download transactions?