How to set up Truist

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Answers

  • galojah
    galojah Member ✭✭
    I suspect mine is included in my account because of my mortgage. Mine did not break until I had to transition my online banking from BB&T to Truist. That is when I had to go through the steps.
  • Boatnmaniac
    Boatnmaniac SuperUser ✭✭✭✭✭
    It is my understanding that BB&T/SunTrust/Truist did not notify Quicken and Intuit of the changes they were making because of the merger.  Quicken is working with Intuit and Truist to get the script changes made that will add Truist to the Financial Institutions Directory list.  You can read more about it here and bookmark it if you want to be kept updated: Re: TRUIST - not available for Add Account after BBT & Suntrust merger.
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  • The last response was 6 days ago. Has there been any progress in getting this issue resolved?
  • rlw6534
    rlw6534 Member ✭✭
    > @Cubs Fan 1949 said:
    > The last response was 6 days ago. Has there been any progress in getting this issue resolved?

    I have been able to update my accounts since Aug 21. I am still using BB&T as the bank and my Truist id and password. This is for Quicken Connect and Express Web Connect methods. I don't use Direct Connect due to the subscription cost from the bank.
  • All my BBT accounts stopped working properly this weekend and if Truist wants us to pay $8/mth FEE for what BBT was offering for free, it's time to find another bank - sadly.
  • Boatnmaniac
    Boatnmaniac SuperUser ✭✭✭✭✭
    gcmobley said:
    All my BBT accounts stopped working properly this weekend and if Truist wants us to pay $8/mth FEE for what BBT was offering for free, it's time to find another bank - sadly.
    Did you get an error code?  If so, which one?
    If not, would you please explain in more detail exactly what issue(s) you encountered?
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  • I worked with BB&T Digital Support to get my Quicken to update yesterday. Now getting through was a challenge and it did take two calls to get an agent that was truly knowledgeable and patient enough to work through the issue with me. Glad I persevered because I was getting very perturbed with Truist.
  • I was finally able to work with a rep from Truist who was very helpful. I have banked with SunTrust for many years and about 6 weeks ago, I could no longer download my banking transactions into Quicken and have been manually entering them since. However, yesterday, the rep suggested I simply "deactivate" my SunTrust accounts and then "reactivate" them. I did that and I can once again download into Quicken. The activation and reaction process is different for Mac vs Windows so I suggest you go to the help screen in Quicken and follow the appropriate procedures. It worked for me. I hope it does for all of you as well.
  • galojah
    galojah Member ✭✭
    Truist is now listed as a supported bank in Quicken. Worked seamlessly for me.
  • Ps56k2
    Ps56k2 SuperUser ✭✭✭✭✭
    edited October 2021
    This is the Quicken entry for TRUIST Bank - and it appears to only support the Express Web Connect
    However, several other banks do in fact re-direct their web URL to the Truist.com domain
    68775    68775    68775    Truist Bank    https://www.truist.com/    NA    https://dias.bank.truist.com/ui/login   
    ACTIVE                   BANKING,CREDIT,ACCOUNTINFO&EXP-WEB-CONNECT  

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  • Boatnmaniac
    Boatnmaniac SuperUser ✭✭✭✭✭
    The Truist website says Quicken can connect with DC, EWC and WC but I didn't see details about how to connect with any of these.  EWC seems to be pretty straight forward but DC and WC might still need to be routed via the BB&T and SunTrust links.  I would imagine that anyone who wants to connect with DC and/or WC will need to inquire with their bank.:

    (QW Premier Subscription: R42.21 on Windows 10)
  • Ps56k2
    Ps56k2 SuperUser ✭✭✭✭✭
    edited October 2021
    Just for reference - here are some of the other bank entries that are using the Truist portal for Quicken access....
    09547    09547    09547    BB&T - Online Banking    http://www.bbt.com    1-888-228-6654    https://dias.bank.truist.com/ui/login?redirecturi=/web/home    ACTIVE   
    BANKING,CREDIT,ACCOUNTINFO,PAYMENT&DIRECT   
    BANKING,CREDIT&WEB-CONNECT        
    BANKING,ACCOUNTINFO&EXP-WEB-CONNECT 
    37311    37311    37311    Branch Banking and Trust Company    http://www.bbandt.com    N/A    https://dias.bank.truist.com/ui/login?redirecturi=/web/home    ACTIVE
    BANKING,ACCOUNTINFO&EXP-WEB-CONNECT  
    25494    25494    25494    Citrus and Chemical Bank Now Co    http://www.bbt.com/    1-863-533-3171    https://dias.bank.truist.com/ui/login?redirecturi=/web/home    ACTIVE  
    BANKING,ACCOUNTINFO&EXP-WEB-CONNECT  
    26442    26442    26442    First Citizens Bank TN    http://www.bbt.com/    314-569-7200    https://dias.bank.truist.com/ui/login?redirecturi=/web/home    ACTIVE
    BANKING,ACCOUNTINFO&EXP-WEB-CONNECT 
    28674    28674    28674    Nittany Bank    http://www.bbt.com/    N/A    https://dias.bank.truist.com/ui/login?redirecturi=/web/home    ACTIVE  
    BANKING,ACCOUNTINFO&EXP-WEB-CONNECT  
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