One Step Update with Multiple Bank Accounts and two Signons

JBodes

Hello,

I have a dozen bank accounts that I download transactions from with BofA and prior to the Direct Connect going away, I had no issues with this. 6 accounts are tied to one BofA signon/pw and the other 6 are tied to another BofA signon/pw. I am unable to setup/download one set of 6 accounts and the other get the below symbols and warnings every time I do a One Step Update that I should "FIX" problems in setup.

If I go into any of the accounts w/circle and line through it, and Reset Account, it makes me authenticate to BofA which I do just fine, and then it comes back with all the BofA accounts that are associated with that particular login where I then have to re-associate each with the Quicken accounts I have set up. I finish the wizard and transactions usually download for that group and then the circles move the to the other group of 6 accounts that are associated with different BofA login.

Password Vault has both accounts set up and associated with the 6 bank accounts each, and say No password required.

How can I get Quicken to allow different sign on accounts to BofA for all 12 bank accounts? I can't seem to figure this out now that Express Web Connect+ is in play.

Thanks.

John

Quicken Kristina

Hello @JBodes,

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. When you are connecting the accounts in Quicken, is it seeing all 12 accounts under each login? What can happen, if its seeing all 12 accounts, is it will link 6 of them up under the wrong user ID, which will cause the issue you're seeing.

If that is what is happening, then when you go through the authorization process to link up the accounts, after getting the success screen from the financial institution, go back to Quicken. It will load up the Add/Link screen. That screen will show the name of the account as it comes over from the bank, the account type, the name in Quicken, and the action (Add to Quicken, Link to Existing, or Don't Add to Quicken). On that screen, make sure that it is linking only the ones under that login. For the others, change the action to Don't Add to Quicken.

Thank you.

JBodes

Thanks Kristina, when I go through the authorization process successfully, which requires me to provide my BofA login info, quicken only shows the accounts that have access to that particular login/pw, in the Add/Link screen. I do not see the additional accounts which are tagged to the 2nd login/pw I have with BofA. So it basically allows me to set up 6 accts, then if I want to download activity from the others, I have to go through the Authorization process again with the other login, and then add/link those accouns to the appropriate Quicken accounts to get those 6 accounts trxs. But then it disables the original 6 from downloading and I get the circle with / through it. It's like Quicken doesn't allow multiple Login Names/pw's from the same institution for downloading. And I do see both accounts in the pw vault, both saying no password required, and I can't edit either or remove them. Those options are grayed out.

Quicken Kristina

Thank you for your reply,

If you don't mind, would you please go to Help>Report a Problem and submit a problem report with log files attached so we can look into this issue further? While you will not receive a response through this submission, these reports will help our teams in further investigating the issue.

Thank you.