Which B of A to choose when converting from DC to EWC+?

Question

There are (at least) two functioning B of A connections available, "Quicken" and "All Other States". Does it matter which one we use to reconnect when converting to EWC+?

Rocket J Squirrel · Answer

Thanks, @Quicken Jared that's what I figured, just wanted to make sure.

Quicken Jared · Answer

Hello everyone,

I do apologize for any lack of clarity regarding the instance to select for Bank of America connections. Thank you for seeking more information about this here on the Quicken Community.

In this case, the instance should not matter, as the Express Web Connect + connection method should be provided for you as an option by Quicken once a new account is added,  automatically. You should be able to select the 'Bank of America' logo in the Add Account screen in order to set this up.

I hope that makes this clearer.

Thank you,

Quicken Jared

Jim_Harman · Answer

Good luck and please let us know how it goes!