Difficulty establishing Direct Connect for a new Visa account from Truist Bank

JoeWilliams

Difficulty establishing Direct Connect for a new Visa account from Truist Bank

Frankx

Hi @JoeWilliams

The vast majority of credit card providers download via Express Web Connect and not Direct Connect.  The only card that is the exception to that rule (as far as I know) is American Express.

Have you tried connecting through EWC?

Frankx

Ps56k2

JoeWilliams said: Difficulty establishing Direct Connect for a new Visa account from Truist Bank

What happens when you try to - Add Account -

and which entry are you trying - as there are several Truist entries avail for - Add Account -

Lastly the term "Direct Connect" has a special meaning within Quicken -
guessing you just are using the words to imply you want to link Quicken to your Truist accounts
and then download via Quicken One Step Update

Frankx

Hi @JoeWilliams

The vast majority of credit card providers download via Express Web Connect and not Direct Connect.  The only card that is the exception to that rule (as far as I know) is American Express.

Have you tried connecting through EWC?

Frankx

JoeWilliams

Frankx, thank you for your reply. From what i have learned, the industry is transitioning to Express Web Connect. This weekend, i got a message while updating accounts from American Express that i had to convert to Express Web Connect. I did and it worked fine.
As to the new Visa card, all of my accounts have been Direct Connect through Truist Online Banking. I was able to establish a connection for the new Visa by going through Truist Bank instead. The connection is using Express Web Connect. it works fine.
I would preferr to have all of my accounts through Truist Online Banking but when i try to add an account to my existing file selecting Truist Online Banking i see 8 of 9 accounts but not the new Visa that i would like to add.
I appreciate your comments and if you have any follow up please let me know. Thank you, Joe Williams

Frankx

Joe,

All that you say above makes sense.  I am glad that you were able to successfully connect your credit card accounts.

Frankx