Axos Bank download fix

meeotch
meeotch Quicken Windows Subscription Member ✭✭

The original many-month thread seems to be locked, and the Quicken alert page hasn't been updated since July(!) - so I'm posting what might be a fix here.

When googling for "Quicken Axos", one of the top hits is now a link to a pdf hosted on Axos' site:

https://www.axosbank.com/-/media/Axos/Documents/Quicken-Desktop-Conversion-Axos.pdf?ref=jmpstrt.be

Inside are various instructions, but I successfully re-linked by using the "Axos DC" FI. The trick is that there's a small-print notice in the connection dialog that pops up, containing a link to some third-party site (finance-api.services), where you have to authorize your account and enter a code that's texted/emailed to you. Once you return to Quicken, your login/pass will work in the connection dialog.

Is this sketchy as hell? Yes. Axos should by hosting this authorization process on their own servers - or better yet, put it inside your Axos account portal, so that you're never handing your login info to anyone else. But at least now it's Axos and Quicken telling us to click the link.

To be clear: I'm not telling you to do it. Neither Axos nor Quicken have seen fit to announce this fix to their users, though it's been documented on both platforms. Just reporting that it seems to have worked for me.

But I'm probably going to just close my Axos accounts, rather than relying on this janky nonstandard setup. (And for political reasons I won't discuss, but which you can discover by googling "Axos" and "Washington Post".)

Comments

  • Ben
    Ben Member ✭✭✭

    I tried the same fix, it works for a few transactions and then I have to reset my account the next day if I need to download transactions again.