Austin Telco Federal Credit Union's New Digital Platform OSU Connection Problem

fayoub

On June 6th, Austin Telco Federal Credit Union transitioned to a new, upgraded digital banking platform. It required that I deactivate all account connections, then reactivate them after June 11th. The problem is, now that I am trying to reactivate the OSU connections, I am getting the screen that shows me all of the available accounts with only the last four of the account numbers, that are mostly the same, and with no personal nicknames listed. That is making it impossible to properly assign the individual online accounts to the corresponding Quicken accounts. I need to see the whole account number, or at least the account nicknames in my online account, to properly assign the connections to my existing Quicken accounts.

I have many years of downloaded account data that I do not want to lose. As you can see, in the attached screenshot, I have quite a few different subaccounts listed under the same, main account number. I am hoping that there is an effective workaround for this issue.

I am using Quicken Classic Premier for Windows, Release R57.16, on Windows 11 Pro.

Thanks for any help with this.

Quicken Kristina

Hello @fayoub,

Based on your description of the issue, it sounds like the problem is being caused by the way the financial institution sends the information to us. Have you spoken with the financial institution about this issue?

One possible work around for this problem is to add the accounts into your Quicken file as new, then, once you can see the transactions and figure out which account is which, you'd be able to customize the nicknames in Quicken, backup your Quicken file, and move the history from the old account to the new account by copy/pasting from the old to the new (being careful not to bring over any transactions that already downloaded). See this FAQ for more information on moving transactions between accounts. Once you have confirmed all historical data you needed is moved to the new accounts, you'd be able to delete the old accounts. Warning: Deleting an account is permanent; the only way to recover a deleted account is to restore a backup from before you deleted the account. Make sure to create a backup prior to deleting an account.

I hope this helps!