Patelco CU new download issues


Patelco CU sent an email today to all members saying they were switching off SMS 2FA finally. About time but Quicken transaction download still gives only one choice for how to receive 2FA code, email. I have been using Google Authenticator for some time for web access and their email gave me the impression that I could expect Quicken to work the same, finally.

Unfortunately, that's not the case and makes keeping my account data for Patelco annoying. It's unclear to me if the issue ue is a server side setting not yet updated by the CU or a Quicken code or table update forgotten or not yet scheduled. The email assumes an audience foolish enough to still be using SMS and so better informed people are stuck with a bifurcated authentication process.

Perhaps I could get half of a straight answer from the folks at Patelco if I wanted to waste several hours. Hopefully someone from Quicken can help me understand how to fix the issue if there is anything I can do in Quicken or via the CU's website auth settings. I've talked to their "technical" people before and so hoping not to need that this time.





  • Quicken Jasmine
    Quicken Jasmine Moderator mod

    Hello @robinsd,

    If you haven't already, I suggest you try to deactivate all accounts for this financial institution, then force Quicken to "discover" all available accounts and see if this will help resolve it. Please, follow the instructions below in order to do so. It is recommended to save a backup before proceeding.

    1. Open the Account List in Quicken (Tools > Account List OR Ctrl + A)
    2. If present, select the Show Hidden Accounts checkbox at the bottom of the Account List
    3. Edit each account with this financial institution to Deactivate (or Remove From One Step Update) on the Online Services tab
    4. Click on the General tab and remove any info displayed in the Financial Institution, and Account/Routing Number fields. Note: The account must be deactivated first before these fields can be edited.
    5. When finished, close the Account List
    6. Close, then re-open Quicken
    7. Navigate to Tools > Add Account 
    8. Walkthrough this process as if you were going to add a new account, providing the login credentials and answering any security questions/processes presented until you reach the screen where Quicken displays the Accounts Discovered at the financial institution
    9. Very carefully LINK each of the found accounts to the appropriate account you already have set up in Quicken.

    Once that is done, see if the issue still continues to persist.

    Let me know how it goes!

    -Quicken Jasmine

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