Bank Of America Transactions Not Downloading

JB_105
JB_105 Quicken Windows Subscription Member ✭✭

As the title says as of this morning no transactions are downloading. I think Fidelity might be affected as well.

Windows R56.9

Comments

  • JB_105
    JB_105 Quicken Windows Subscription Member ✭✭
    edited May 31

    I just tried the sign in as different user trick and it worked. Hopefully it sticks.

  • JB_105
    JB_105 Quicken Windows Subscription Member ✭✭

    Well, that didn't last long. Back to updating like normal but nothing downloaded and no error message.

  • JB_105
    JB_105 Quicken Windows Subscription Member ✭✭

    So I reverted back to the previous version of Quicken but that didn't help. Again did the sign in as different user routine and then was able to download transactions. What is going on? I certainly don't want to have to do that every time I need to update BOA.

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @JB_105,

    Since it is working now after signing out and in again, I would to see if the issue reoccurs.

    If the issue does return, then I suggest you try to deactivate all accounts for this financial institution, and 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.

    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.

    Hope this helps!

    -Quicken Anja
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