Bank merger, cannot deactivate original accounts

Sandi Spires

Xceed CU has been absorbed by Kinecta. Instructed to deactivate online connection to Xceed, then re-establish with Kinecta. That worked fine for one of my account/logins (with the additional step of clearing the routing number).

But my other login - linked to checking & savings accounts - will not deactivate. After I confirm, it still shows connection & routing number cannot be edited.

Help!

Chris_QPW

Try holding down Ctrl+Shift when you click on the Deactivate button.

Sandi Spires

Sadly, that did not help.

I tried resetting the account. Which fails, of course because the bank is gone. That made the account & routing number fields editable. But in spite of that, the account properties continue to show Xceed as the financial institution. Trying to reconnect does not let me choose a new institution.

Chris_QPW

Well then the last idea I have is to create a new manual account and use this procedure to move the transactions from the old account to it, and then delete the old account:
FAQ: How Do I Move Transactions Between Quicken Accounts? — Quicken

Sandi Spires

I found a resolution! Resetting put the accounts into a disconnected state, but stuck on the old financial institution. Then I began creating a NEW account, selected the new financial institution. That brought me to the "link to existing" option. And my old accounts were in the available list!!!! Linking worked and the bank source was updated.

Thanks for your help!

Chris_QPW

I'm glad you found a way to do it.  Thanks for reporting back what worked.