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Truist error

HvT

This is the response I get when I try to download transactions from TRUIST. (One of the comments from your staff refers to a COMMUNITY ALERT, but when I click on that, I am told I "do not have permission.") Any help would be greatly appreciated.

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Quicken Jasmine

Hello @HvT,

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

To clarify, you are attempting to download transactions and receiving the above error message?

If so, I suggest deactivating the account(s) experiencing this error, removing the saved login credentials from the Keychain Access app, and then reactivating the accounts. However, before doing so, I do recommend saving a backup of your data file first (just in case). Then, please check and make sure you do not have any hidden accounts that may be connected to this financial institution.

Go to the Accounts menu and choose Hide and Show Accounts
Uncheck any accounts with this specific financial institution that are checked as hidden in Lists

After that, please follow the troubleshooting instructions below.

Open the account register and navigate to the Settings gear on the bottom-right corner
Click on the Downloads tab
Click Disconnect Account (if there are more than one account associated with this financial institution, please repeat steps 1 through 3 for each account)
Quit Quicken
Open Finder and navigate to Applications > Utilities > Keychain Access app
On the left panel in the Keychain Access app, select Login and select Passwords at the top
Search for the financial institution's name in the top-right search field and delete any entries found showing "Quicken password for [your financial institution username] at [financial institution name] "
Quit the Keychain Access app and reopen Quicken
Navigate to Accounts > Add Account...
Use the search field at the top of the list to find and select your financial institution and click Continue
Follow the prompts to sign in using your login credentials associated with the financial institution
If the accounts have been found successfully; use the dropdown menus to link each account to the appropriate account in Quicken

Let us know how it goes!