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!

fayoub

Hi Kristina,

Thanks so much for the quick response and potential workaround suggestion. I will contact the credit union tomorrow to find out if they can help me with a resolution to the nicknames. If they are unable to fix it, I will use your suggestion. Thanks again.

All the best!

fayoub

I was finally able to figure out and fix the issue. I had to log into my main credit union's online account, with my desktop web browser (not their app), and re-nickname all of the subaccounts (even though the account nicknames carried over from their old system). Once I completed that process, I was able to see the nicknames in the activation window in Quicken and re-link all of the subaccounts to the proper Quicken display accounts. After the successful linking of all of the subaccounts, the most recent transactions were all downloaded with no issue. Problem solved!

Quicken Kristina

Thank you for the follow-up,

I'm glad to hear you were able to resolve the issue! Thank you for coming back to share the solution.

If you need further assistance, please feel free to reach back out!