How can I update the "One step update" settings?

Question

I have two BoA checking accounts and three credit cards.  I updated the checking accounts to "Expressed Web Connect".  In doing so I One Step Update now runs twice for the BoA accounts.  Once for one of the checking accounts and three CC's.  And then a second time for the other checking account.

How can I update the settings so One Step Update runs once for all five accounts?

Frankx · Answer

Hi again @davecreasy

I believe the most likely cause of the "more than one download" is that the accounts (in Quicken - for downloading purposes) are currently setup under two different user names (your's and your spouse"s).

However, it also could be that you are downloading one or more accounts under the new "Express Web Connect +" method which BOA just began transitioning to.  You can determine whether this is the cause easily by opening the account register > clicking on the little "Gear" icon in the upper right and selecting "Edit Account Details" > then click on the "Online Services" tab.  The connection type will appear in the "Online Setup" box.

Let me know what you find.

Frankx

davecreasy · Answer

Got it.  Should be a simple fix.  I thought that would do it but was reluctant to try it as these "simple" fixes" don't always go as planned.

Thanks again

Greg_the_Geek · Answer

I have 3 BoA accounts and had a similar problem. I had to deactivate all accounts and then reactivate all the accounts at the same time.