Quicken Download with Fidelity/Symantec VIP Access

DaveQN
DaveQN Quicken Windows Subscription Member ✭✭
edited August 13 in Download, Add/Update Accounts (Windows)

I've searched here and can't find anything current or conclusive if Quicken direct connect downloads will work properly with Fidelity/Symantec 2FA VIP Access enabled. Fidelity says it works. Anyone using it?

Thanks.

Comments

  • jfclague
    jfclague Member ✭✭✭✭

    I have using the direct connect method and with the Symantec VIP for a few years with no issues. I have never been asked for my security code with Quicken.

  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭

    Direct Connect has its own security model. It isn't subject to the 2FA rules of the financial institution's website.

    Direct Connect is Quicken talking to the financial institution's OFX using the OFX protocol, it isn't talking to the financial institution's website.

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  • DaveQN
    DaveQN Quicken Windows Subscription Member ✭✭

    Great! Thank you!

This discussion has been closed.

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