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

Rocket J Squirrel

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+?

Jim_Harman

"All Other States" offers EWC and Web Connect for setting up new accounts, and that is the one I have used historically. "Quicken" does not offer any advanced options, so I would guess that is the one to use for EWC+, but that is just a guess.

This new Support article
https://www.quicken.com/support/why-am-i-receiving-message-about-my-bank-america-accounts
does not mention any choices. 

Are you responding to the prompt mentioned in the Support article, or are you doing the conversion on your own?

Rocket J Squirrel

I haven't gotten the prompt yet, but was thinking of experimenting on my test PC.

Jim_Harman

Good luck and please let us know how it goes!

Quicken Jared

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 

Rocket J Squirrel

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