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Quicken Classic for Windows
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TCF Bank has been acquired by Huntington Bank. What is the best way to handle this?
Woo52
TCF Bank has been acquired by Huntington Bank. Acquisition will be finalized 10/12/21. New account numbers will be given by that time. Any suggestions on how best to handle the transition of TCF Bank accounts to Huntington Bank in Quicken?
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Accepted answers
Quicken Anja
Hello
@Woo52
,
Thank you for reaching out to the Community with your question.
Once this change has been made on the bank's end, to make the financial institution switch in Quicken, you will need to deactivate all the accounts and remove the old financial institution information for each account, then reactivate the accounts by connecting to the new financial institution name.
Please, follow the instructions provided below in order to do so.
Open the
Account List
in Quicken (
Tools > Account List
OR
Ctrl + A
)
Edit
each account with the old financial institution to
Deactivate
(or
Remove From One Step Update
) in the
Online Services
tab
Click on the
General
tab and remove any info displayed in the Financial Institution, and Account/Routing Number fields.
Note:
The account must be deactivated first before these fields can be edited.
When finished, close the Account List
Close, then re-open Quicken
Navigate to
Tools > Add Account...
Search and select the new financial institution name and follow the prompts to connect
Very carefully
LINK
each of the found accounts to the appropriate account you already have set up in Quicken.
I hope this helps!
All comments
Woo52
TCF Bank has been acquired by Huntington Bank. Acquisition will be finalized 10/12/21. New account numbers will be given by that time. Any suggestions on how best to handle the transition of TCF Bank accounts to Huntington Bank in Quicken? Do I create new Huntington accounts and just transfer balances? Do I simply change the name and account number of the TCF account? How have others handled similar situations? Thx!
Mark1104
just change the name and account number - it is simpler that way
Quicken Anja
Hello
@Woo52
,
Thank you for reaching out to the Community with your question.
Once this change has been made on the bank's end, to make the financial institution switch in Quicken, you will need to deactivate all the accounts and remove the old financial institution information for each account, then reactivate the accounts by connecting to the new financial institution name.
Please, follow the instructions provided below in order to do so.
Open the
Account List
in Quicken (
Tools > Account List
OR
Ctrl + A
)
Edit
each account with the old financial institution to
Deactivate
(or
Remove From One Step Update
) in the
Online Services
tab
Click on the
General
tab and remove any info displayed in the Financial Institution, and Account/Routing Number fields.
Note:
The account must be deactivated first before these fields can be edited.
When finished, close the Account List
Close, then re-open Quicken
Navigate to
Tools > Add Account...
Search and select the new financial institution name and follow the prompts to connect
Very carefully
LINK
each of the found accounts to the appropriate account you already have set up in Quicken.
I hope this helps!
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