Quicken Account Update triggers Code to Phone from Wrong Bank

After a recent Quicken update, one of my checking accounts got linked to the wrong bank for updating. It took a while, deleting online connection several times and refreshing the file finally got it to show the correct bank in the Edit account screen. Now when I update (gear on the account register page), it asks how to send a code to which I select SMS to my phone. When the code arrives, it says it is from a different bank—not the account bank on the edit screen, and not the account that was incorrectly linked beofore, but to another bank (where I do have several active accounts). Since edit account shows the correct bank on the Online Servcies tab, I'm not sure where this third bank is connected to this account. BTW, I have four accounts at the bank where it generates an SMS code from the incorrect bank.


  • Quicken Jasmine
    Quicken Jasmine Moderator mod

    Hello @Mooring10,

    Thank you for reaching out to the Quicken Community, though I do apologize that you are experiencing this issue.

    Before I can further assist you, I require some more information. What is the name of the financial institution that you are supposed to be receiving the SMS from? What is the financial institution that you are receiving the 2FA from instead? What are the connection methods within Quicken for both of these financial institutions? You can see the connection method by navigating to Tools > Account List. Are you receiving any error codes or messages?

    I look forward to your response.

    -Quicken Jasmine
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