1st united services credit union not downloading?

pamela77

I am using an M2 pro Mac mini and Sonoma 14.5. I am getting a message that says "Connectivity is no longer supported at 1st United Services Credit Union".. "Would you like to disconnect all accounts associated with this login and make them manual, or set up connectivity to the associated accounts at a different bank?". Does this mean no downloads forever? This bank is central to our life. Is there anything that can be done? I was going to post in alerts but I didn't see a way to do that. Thank you for any help.

UKR

I don't know about your bank and what they have recently decided to do (or to stop doing).
If they state, they no longer support downloading transactions with Quicken, due to a new Federal Rule, that looks to me as if it would be for the foreseeable future.

Take a look at the bank's website and see if they still support downloading of transactions in a Quicken-compatible QFX file format, either one statement's transactions at a time or a specified Date Range.
If that's possible you can still download transactions from the bank and import the file into Quicken … but you have to do that manually, from their website, after deactivating all accounts from this bank.
If they don't, all you can do from now on is to run all of this bank's accounts in "manual mode": no downloading, no importing, strictly manual transaction entry and manual reconciliation with the monthly paper statement.

jacobs

If Quicken won't accept the manually-downloaded QFX file, then it sounds like they have been removed as a partnering financial institution. Why? It's impossible to say without gathering more information. It's been known to happen by mistake, where Intuit accidentally removes a financial institution from the list of participants. It can happen if the credit union failed to renew their connectivity agreement with Intuit, and Intuit removed them from the list. Or more often it's because the financial institution has decided to end support for Quicken (and other third-party personal finance applications), because they don't want to have to deal with security and customer support issues.

So the first part of solving the puzzle, I think, is to reach out to the credit union to see what they say. If they tell you they haven't dropped support for Quicken downloads — since they still have a QFX download option on their website it supports this possibility — and that the problem is at Quicken's end, then you'll need to reach out to Quicken Support to have them document your lack of connectivity and escalate it to Intuit to research.

UKR

I don't know about your bank and what they have recently decided to do (or to stop doing).
If they state, they no longer support downloading transactions with Quicken, due to a new Federal Rule, that looks to me as if it would be for the foreseeable future.

Take a look at the bank's website and see if they still support downloading of transactions in a Quicken-compatible QFX file format, either one statement's transactions at a time or a specified Date Range.
If that's possible you can still download transactions from the bank and import the file into Quicken … but you have to do that manually, from their website, after deactivating all accounts from this bank.
If they don't, all you can do from now on is to run all of this bank's accounts in "manual mode": no downloading, no importing, strictly manual transaction entry and manual reconciliation with the monthly paper statement.

pamela77

I'll call them Monday. I went to the site and downloaded a qfx file but quicken would not accept it and said it's not working. There is a new federal rule? Thank you for your help

jacobs

If Quicken won't accept the manually-downloaded QFX file, then it sounds like they have been removed as a partnering financial institution. Why? It's impossible to say without gathering more information. It's been known to happen by mistake, where Intuit accidentally removes a financial institution from the list of participants. It can happen if the credit union failed to renew their connectivity agreement with Intuit, and Intuit removed them from the list. Or more often it's because the financial institution has decided to end support for Quicken (and other third-party personal finance applications), because they don't want to have to deal with security and customer support issues.

So the first part of solving the puzzle, I think, is to reach out to the credit union to see what they say. If they tell you they haven't dropped support for Quicken downloads — since they still have a QFX download option on their website it supports this possibility — and that the problem is at Quicken's end, then you'll need to reach out to Quicken Support to have them document your lack of connectivity and escalate it to Intuit to research.