Transition from BB&T to Truist is a disaster and the help desk is little help

EEG Member ✭✭
Three calls to Quicken and Three calls to Truist consuming 5 hours of time and yielding (not including wait time) very little. Varying answers and multiple efforts to initially download accounts pre-transition, then connect to Truist and then register accounts and then switch to Direct Connect from Express Web-Connect. Now have accounts connected but not registered with Truist. Differing opinions on whether Truist allows Direct Connect or not. One of the help desk reps and Truist literature says they do and Quicken says they have not allowed access to their Direct Connect Server. On 50 hold with Truist now. I am ready to put my money until my pillow.


  • Quicken Anja
    Quicken Anja Moderator mod
    Hello @EEG,

    Thank you for reaching out to the Community to tell us about your issue, though I apologize that the trouble you experience.

    While we are aware of Truist Bank offering Direct Connect as an option on their website, it is not currently available in Quicken. Our teams are aware of this issue and have opened an escalation ticket with our service provider in order to further investigate this. While the investigation remains ongoing, please refer to this Community Alert for any and all available information and updates.

    We apologize for any inconvenience in the meantime! Thank you.

    -Quicken Anja
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