How do I get access ID and PIN for Direct Connect to USAA?

dandorsky

I am trying to connect my USAA credit card accounts to Quicken. It was working until 9/15/22. USAA says to use "direct connect" and that Quicken will give me a separate access ID and PIN to connect. but when I try to direct connect, it does not give me an option go get an access ID and PIN. can you please help?

Frankx

Hi @dandorsky,

You need to get the access ID and the PIN from USAA (not Quicken) in order to make the download connection.  Sign-in to your USAA account and follow the prompts to "Register for USAA Online and Mobile Access.  Here's a LINK that you can use.

Let me know how that goes,

Frankx

dandorsky

I spoke to someone at USAA. To get your credentials, you have to log in to usaa.com/accessID. It will prompt you to log into the USAA site, and then it will give you your access ID and PIN. Then went into Quicken and changed the connection type to Direct Connect using the access ID and PIN. Seems to have worked.

Frankx

Hi @dandorsky,

You need to get the access ID and the PIN from USAA (not Quicken) in order to make the download connection.  Sign-in to your USAA account and follow the prompts to "Register for USAA Online and Mobile Access.  Here's a LINK that you can use.

Let me know how that goes,

Frankx

dandorsky

Frankx, thanks for your help -- but the link you sent did not work. After the initial screen, it took me to a generic customer service page. I think this method is no longer valid. The USAA FAQ says that I can get the access code and PIN from Quicken - which also doesn't seem to be true. any other thoughts?

Chris_QPW

See if this helps:
Pin change required for activation of Direct Connect to USAA — Quicken

dandorsky

chris, thanks for your help, but using my USAA ID number as the access ID didn't work either (trying both 7 and 9 digit numbers), the post was from 2020 so I think the info is very old.

if anyone has other suggestions, I am game. I will try calling USAA today and will report back if I find out anything useful.

Chris_QPW

The information is quite old, but so is the time where USAA changed their "security model".  Two years ago, sound just about right for when that happened.  I suggest that you contact USAA support to see if they can help you.

Chris_QPW

P.S. There were rumors that USAA was going to change to Express Web Connect + from Direct Connect.  If they did that then yes, the procedure would be completely different, but haven't heard anything that this really happened (yet).

dandorsky

I spoke to someone at USAA. To get your credentials, you have to log in to usaa.com/accessID. It will prompt you to log into the USAA site, and then it will give you your access ID and PIN. Then went into Quicken and changed the connection type to Direct Connect using the access ID and PIN. Seems to have worked.