Bank does not allow sync unless logged into their website

leeand00

One of the banks where I have an account has started requiring that I first login to their site before syncing with Quicken.

It's only been since they recently upgraded their site.

Has anyone else noticed this?

UKR

Which bank would that be?

How to refresh financial institution information (Branding)

Have you tried this yet?

If your bank recently changed their website or password requirements please read and follow instructions here:

• Windows: Quicken Uses Incorrect URL for Online Banking
• Mac: Quicken Mac uses incorrect URL for Online Banking

For online billers please see if you can manage (remove and re-add or repair) the online biller, to see if their profile has already been updated.

If that doesn't resolve the issue:

• It is the bank's or biller's contractual obligation to notify their Quicken download service provider, Intuit, of any changes to their websites and download functions in a timely manner before the change is implemented. Intuit needs a sufficient amount of lead time to review, change and test their programs, to adapt to the changes the bank makes.
• The bank also needs to notify their customers of this change in a timely fashion and detail any actions that might be required by the customer to regain access after the change was introduced.
• If they didn't do that, complain to your bank's or biller's office of the president.
• Also contact Quicken Support via Chat or Phone at https://www.quicken.com/support#contact-support during posted hours of operation and report this as an Online Banking issue, so that Quicken Support can escalate this issue to Intuit Inc. Ultimately, however, the bank or biller must initiate the call and work together with Intuit on solving this update issue.

Please let us know if you were able to get this issue resolved (or not).