Associated Bank 2 Level Verification
If it's true that the frequency can't be changed it kind of defeats the purpose of One Step Update. What if all of my accounts went this direction? Anyone else encounter this?
Hello @Thomas Nettesheim,
Thank you for reaching out to the Community and telling us about this issue. I'm sorry to hear you're running into this problem. Most financial institutions, when connecting by Express Web Connect, will want 2 factor authentication when you add the account, but usually don't ask for it during One Step Update. Is this a newly added account, or one that was connected for a while and just recently started asking for 2 factor authentication every time you update?
This is long term account that I update daily using One Step Update. I have 2 Capital One accounts, a Chase account and numerous investment accounts that I update daily also. They rarely request 2 factor authorization. This has been occurring with Associated Bank since they did a Digital Conversion last Fall.
I have attached an email from AB Customer Care.
[Edited Screenshot to Remove Personal Info]0
I have the very same issue with Associated Bank.0
@Quicken Kristina - A couple of years ago there was some change made to how Quicken connected via EWC to Financial Institutions (FIs). I'm not sure but I think it had to do with the transition from FDS to QCS. Anyway, after that happened most of my EWC FIs started requiring 2FA everytime I ran OSU.
Anyway, once that was identified as the cause, someone at Quicken or Intuit or the FIs put in place something so the FI security systems would remember the Quicken connections and would no longer prompt for 2FA. Then over about a week or so the 2FA requests started to drop off and eventually stopped.
I have absolutely no idea if the current situation might be similar to that one from a couple of years ago but I think it would be worthwhile for Quicken/Intuit to look into it with the FIs if that has not been done already.(QW Premier Subscription: R47.15 on Windows 11)0
Hello @Thomas Nettesheim and @BruceSeeds,
Based on the information provided so far, it sounds like the financial institution may have changed the way they interact with Quicken when they did that digital conversion. Have either of you tried adding an Associated Bank account to a new Quicken file to see if the behavior repeats there? If you haven't yet, I would ask that you please do since that can narrow down if the issue is file specific or more of a connection issue. You can use this link for directions on creating a new file.
Kristina, I established the test account yesterday afternoon. I was challenged for 2LV on it this morning as well as on my primary account.
When I run One Step Update on my primary account with Associated Bank included it takes 2min, 51 sec. With Associated Bank deselected from the account list it's15 seconds for the remaining 7 accounts.
Thank you for your reply,
Since this doesn't seem to be a file specific issue, I recommend that you contact Quicken Support directly for further assistance as they can walk you through troubleshooting steps in real-time and escalate the situation as needed. The Quicken Support phone number can be found through this link here. Phone support is available from 5:00 am PT to 5:00 pm PT, Monday through Friday.
I apologize that I could not be of more assistance!